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Job Description / Duties

As a Personal Lines Account Manager, you will be the primary point of contact for our clients, delivering exceptional customer service across multiple channels—including in person, by phone, and via email. You will support clients with a wide range of insurance-related needs, such as making policy changes ,answering coverage questions, comparing and shopping policies, guiding clients through the claims process, advocating on behalf of clients when needed.

You will be expected to uphold our Commitment to Excellence and adhere to Bauld’s Service Standards, ensuring that the highest level of service is consistently delivered to our clients, colleagues, and management team.

Key Duties & Responsibilities

1. Client Service
Provide prompt, professional, and courteous service to clients. Respond to routine client inquiries regarding policies, billing, and coverage
Advocate on the client’s behalf as required.
2. Client Retention and Renewal Support
Retain and strengthen client relationships through ongoing policy reviews, proactive renewal support, and responsive service.

Identify coverage gaps and provide service-driven recommendations to enhance protection through cross-selling, bundling, and coverage optimization.

3. Claims Support
Provide claims counselling to clients on an ongoing basis.

4. Operational Excellence
Maintain accurate client records and documentation.
Follow brokerage procedures, insurer requirements, and compliance standards.
Use brokerage management systems, customer relationship management tools,
and Microsoft Office products efficiently.
Develop a strong understanding of personal insurance products, coverages, and underwriting guidelines.
Participate actively in training programs, coaching sessions, and team meetings.
Work toward obtaining professional designations and industry certifications.
The duties and responsibilities outlined in this document are representative of the role and may be adjusted to meet operational, regulatory, or business needs.

Qualifications / Required Skills

Education

Post-secondary education, or equivalent experience, is preferred

Experience

Three to five years of personal insurance experience is preferred.

Professional Credentials

Level 1 General Insurance License is required
Canadian Accredited Insurance Broker (CAIB) Or Charted Insurance Professional (CIP) Designation or working toward either designation is considered an asset.

Contact Information

Please submit applications to info@bauldinsurance.com
Attention Kathryn Wier Director Personal Insurance Service.

Employer Profile

Bauld Insurance is award winning and leading independent general insurance brokerage offering clientele an unsurpassed level of expertise, and overall customer experience in the insurance marketplace. Where independence, advocacy and consumer choice are taken seriously - clientele are more than just renewals, they are relationships with people who have come to trust our role in providing them with protection.

We offer a competitive salary and bonus plan along with a comprehensive benefits package including medical/dental, life and RRSP contribution matching. We believe strongly in the importance of education and provide incentives to our staff for the completion of the Canadian Accredited Insurance Broker (CAIB) and Chartered Insurance Professional (CIP) programs.