Company Description Vieira & Associates Insurance Brokers Ltd. is a property and casualty (P&C) insurance brokerage serving clients in Toronto and Bradford, Ontario. The brokerage provides tailored insurance solutions for home, auto, and business coverage, supporting individuals, families, and organizations with their risk management needs. As an independent brokerage, Vieira & Associates focuses on personalized service, offering clients guidance in selecting policies that fit their unique circumstances. Team members work closely with clients and insurers, contributing to a collaborative environment centered on trust, expertise, and long-term relationships.
Role Description The Account Manager is a full-time, on-site role located in Toronto, ON. This position is responsible for managing a portfolio of personal and commercial lines clients, including home, auto, and business accounts. Day-to-day tasks include responding to client inquiries, providing coverage explanations, processing policy changes, renewals, cancellations, and new business quotes. The Account Manager will liaise with insurance carriers, prepare documentation, follow up on claims, and ensure accurate and timely data entry in internal systems. The role also involves identifying cross-selling opportunities, maintaining organized records, and supporting compliance with brokerage and regulatory standards while delivering consistent, professional customer service.
Qualifications
- Client service and relationship management skills, including clear communication, active listening, and the ability to handle inquiries and resolve issues professionally.
- Organizational and administrative skills, such as attention to detail, time management, and proficiency in maintaining accurate records and documentation.
- Technical insurance knowledge or aptitude, with the ability to learn and apply concepts related to P&C insurance, including home, auto, and business coverage.
- Computer literacy, including comfort with brokerage management systems, email, office productivity software, and data entry.
- Ability to work collaboratively with colleagues and insurers, while independently prioritizing tasks in a fast-paced environment.
- RIBO licence:
- Prior experience in insurance brokerage, customer service, or account management is an advantage.
