Mid-level Personal Account Manager - Fredericton - $42.3K
Wilson Insurance Ltd.
Mid-level
Not specified
Remote
Posted 4 weeks ago
Job summary
Join Wilson Insurance Ltd.'s Personal Account Manager team, where you'll provide outstanding service to our Personal Home and Auto clients. Lead the charge in client relationship management using your strong communication and organizational skills. We're proud to be one of Atlantic Canada’s largest independent brokers, offering a comprehensive benefits package and opportunities for hybrid work. Apply now for a rewarding career where teamwork and client service are at the heart of what we do.
Role details
- Role
- Full-time
- Industry
- Insurance
- Employment
- Fulltime
- Experience
- 1 Years +
- Education
- Bachelor's Degree In Business Or Related Field
Responsibilities
- Providing quality service to clients
- Developing and maintaining client relationships
- Efficiently handling claims and client inquiries
- Educating clients on insurance protection and changes
- Securing policy renewals
Requirements
- Bachelor's degree in a Business or related field or college diploma in insurance brokerage (CAIB, CIP or RIBO) preferred
- 1-3 years of Broker/Insurance Industry experience
- 1-3 years of experience in client or customer service
- Level 1 Agent License or working toward
- Strong verbal/written communication and interpersonal skills
- Strong analytical, organizational and time management skills
- Strong experience using word processing and office productivity suites like MS365
- Bilingualism is an asset
- Experience using Applied EPIC is considered an asset
Benefits
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- RRSP match
- Tuition reimbursement
- Vision care
- Wellness program
Key skills
Client Service
Communication
Analytical
Organizational
Time Management
Ms365
Bilingual
Applied Epic
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- Job description
\\Fredericton or Moncton office\\
We're growing!!
Wilson Insurance Ltd. is a work environment based on fostering a culture of excellence, collaboration, and continuous improvement to ensure the delivery of exceptional client experiences.
If you are passionate about providing excellent client service, hold a high standard for ethical conduct and prefer a hands\-on work style…. You are the person we are looking for to join our Personal Account Manager team!
This position requires an individual who is comfortable working at a varying pace, addressing multiple tasks and deadlines simultaneously, adjusting priorities often, and managing frequent interruptions.
In our highly collaborative environment, a commitment to teamwork and effective communication is essential. This role is responsible for providing quality service to our Personal Home and Auto clients including developing, and maintaining client relationships through prompt, pleasant service, efficient handling of claims, change requests, and client inquiries on personal lines accounts. This role involves significant priority management, excellent attention to detail, the ability to clearly communicate, and excellent service when dealing with both internal and external clients.
The AM is responsible for educating our clients on their insurance protection and industry changes, sharing insight into additional insurance products which may offer additional protection, addressing coverage inquiries in a prompt, professional manner, reporting claims, and securing policy renewals.
The ideal candidate for this position will possess the following:
· Bachelor's degree in a Business, or related field or college diploma in insurance brokerage (i.e.. CAIB, CIP or RIBO) is preferred. A combination of education, skills and experience will be considered.
· 1\-3 years of Broker/Insurance Industry experience.
· 1\-3 years of experience in client or customer service.
· Level 1 Agent License or working toward.
· Must have strong verbal/written communication and interpersonal skills.
· Strong analytical, organizational and time management skills
· Strong experience using word processing and office productivity suites like MS365\.
· Bilingualism is an asset.
· Experience using Applied EPIC is considered an asset.
Working Conditions
· Some travel is required.
· Networking at group insurance events is expected.
· Conducting presentations and meetings is required. (in person / virtual and formal /informal)
· Some overtime is expected due to the nature of the role. Regular office hours are 8am to 4:30pm AST.
Work Location
· Fredericton or Moncton, in\-office.
· Hybrid option within 12 months of employment.
Wilson Insurance offers a comprehensive benefits package and a great team environment.
For more information about Wilson Insurance, one of Atlantic Canada’s largest independent brokers, visit us at www.wilsoninsurance.ca.
If the position feels like it is the right fit for you, please apply with your resume and cover letter on or before, September 12, 2025\.
We wish to thank all applicants for their interest but advise that only those selected for an interview will be contacted.
Job Types: Full\-time, Permanent
Benefits:
Dental care
Disability insurance
Employee assistance program
Extended health care
Life insurance
RRSP match
Tuition reimbursement
Vision care
Wellness program
Schedule:
Monday to Friday
No weekends
Work Location: In person with hybrid option within 12 months
Application deadline: September 12, 2025
Job Type: Full\-time
Pay: From $42,334\.23 per year
Schedule:
Monday to Friday
Education:
Bachelor's Degree (preferred)
Experience:
broker: 1 year (preferred)
* client service: 3 years (preferred)
Work Location: Hybrid remote in Fredericton, NB E3B 1B6
Application deadline: 2025\-09\-12