Personal Lines Account Manager

Come work for us! Utter Morris Insurance Brokers is mid-sized brokerage in Burlington, Ontario. We are a family-owned brokerage that has been in business since 1+27. We treat our employees like family. We work hard but also take time to celebrate our success.


We are currently looking for a full-time Personal Lines Account Manager to join our commercial lines department. As part of our team you will work with our clients performing as a trusted advisor and advocate by handling renewals, assessing risk exposures, providing recommendations for coverage, offering claims advice, recognizing, pursing and capturing new business wins from many sources including internal referrals, cross-selling and up-selling opportunities.


So, What Will You Spend Your Days Doing?


Processing renewals, new business and endorsements.
Assessing risk exposure and providing recommendations for coverage
Process client invoices
Offer clients claims advice
Partner with Producers on accounts
Data entry into carrier insurance portals and broker management system.
Remain current with carrier offerings and changes; must be familiar with all carriers we support.
Help create a customer-centric mindset and culture.

Key Qualifications


Effective Team player with a strong work ethic
Dedicated client focus and superior client service skills
Superior verbal and written communication skills
Accurate Risk Selection and successful execution of “Front Line” underwriting
RIBO or OTL license
CIP or CAIB designation is an asset
Previous experience working in a brokerage in a commercial lines capacity
Previous TAM experience is an asset

What We Offer

Competitive compensation and benefits package
Hybrid work from home and in the office along with a flexible work schedule
Paid sick time and personal time off
Opportunity for advancement
Strong partnership with our markets
Outstanding history and commitment to our employees
Commission on new business sales
Support in pursuing industry related courses

Utter Morris is committed to providing accommodations and to achieving a barrier-free workplace for individuals with disabilities. Should you require an accommodation to participate in our recruitment process, we will support you by considering your individual accessibility needs.

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