At GoToInsure, we’re more than a growing insurance brokerage serving the Atlantic Provinces — we’re building a workplace where people genuinely want to be. Proudly powered by Synex, our culture is deeply rooted in our values of Teamwork, Customer Service, Integrity, Respect, Above & Beyond, and Commitment.
We offer a competitive total compensation plan, which includes an employer matched retirement plan and comprehensive employee benefits. Every employee receives their birthday off, and benefit from a company-wide holiday break between Christmas and New Year’s to support work-life balance.
Growth and opportunity are part of our focus as an organization — we actively invest in training and development, empowering employees to take the next step in their careers. We actively work towards celebrating successes and showing appreciation through meaningful recognition which reflects individual contributions.
Beyond the workplace, we foster a strong sense of community and belonging. Our inclusive environment encourages employee engagement and makes space for everyone to thrive.
At GoToInsure, we’re proud of the culture we’ve built & continue to build upon — one that values people first, supports personal and professional fulfillment, and truly sets us apart.
We are currently seeking a highly motivated and competent individual to join our organization as an Account Manager - Personal Lines to provide exemplary customer service to existing clients assessing their needs and recommend convenient solutions by cross selling new policies and upselling accounts. Also, responsible for building and managing client relationships with new and existing clients.

QUALIFICATIONS

• 3-5 years insurance experience required;
• Fluently bilingual (English and French) with strong written and verbal communication skills;
• Licensed or working towards CAIB designation required;
• Post-secondary education or related business experience;
• Prior brokerage and/or Personal Lines experience an asset;
• Strong technical and insurance market knowledge an asset;
• Working knowledge of Microsoft Office;
• Superior organizational skills, flexibility, and an ability to work in a fast-paced environment;
• Ability to convey complex, detailed information in a clear and concise manner;
• Strong attention to detail, analytical and problem solving skills;
• Self-starter, highly motivated, client focused and team player;
• Passion for sales

• Increase Personal insurance new business sales by surveying prospects to determine insurance needs, utilizing brokerage marketing plans and existing account referrals, collecting detailed risk and underwriting information, effectively building the relationship and closing the deal.
• Offer exceptional service to clients by advising on insurance related issues, assessing their needs and recommending convenient solutions by cross selling new policies.
• Responsible for building and managing client relationships with new and existing clients.
• Conduct renewal and follow-up phone calls to maintain relationships and client service levels.
• Document preparation including applications, issuing insurance certificates, making changes and providing advocacy to ensure high client retention.
• Maintain knowledge of current underwriting rules, product knowledge and other insurance related changes.
• Build positive working relationships with internal and external parties, including networking at industry events.
• Perform other duties as assigned.