Commercial Lines Account Manager / Team Lead

Newmarket, ON

Our client located in the North of Toronto is currently looking for a high-performing, Commercial Lines Account Manager. 

Ideally, we are looking for someone with 5+ years of previous experience as a commercial lines account manager. You must possess strong understanding of insurance products and wordings. The successful candidate will maintain a high standard for clients, ensuring the best practices regardless of any situation.

If the Account Manager is also considered for the Team Lead role, this person must provide customer service to clients of the Commercial Lines Group and also acts as a Team Lead to a group Account Managers. Alternatively, the right Account Manager with the proper experience, attitude and desire can grow into this role. 


Account Manager Responsibilities:

  • Manage a book of business by providing effective customer service, including: assessing customer needs, advising on insurance matters, recommending solutions, answering inquiries, etc.
  • Facilitate and ensure clients have a full understanding of policy coverage and exclusions through clear and concise communications
  • Facilitate client retention through extraordinary service levels, re-marketing of renewals to alternate insurance companies, and ensuring mono-line accounts are solicited for the other line and directed to New Business Account Managers
  • Report new claims and suspend follow up claims as per protocol to Claims Coordinator, while always showing empathy towards clients
  • Pull and manage monthly renewal reports in order to proactively meet required target for renewal touches, and file reviews as per protocol
  • Assist with second level payment inquiries
  • Assist with receivables for agency bill clients (second level)
  • Manage suspense’s daily


Team Lead

  • Liaise with Account Managers to ensure proper support is provided to the customers
  • Demonstrated coaching experience 
  • Possess strong management skills
  • Oversee administration of a team of Account Managers 
  • Onboarding of new hires, including: training and mentoring
  • Administer vacation and attendance
  • Conduct performance management - improvement notices, performance appraisals
  • Provide day-to-day guidance/instructions to team
  • Continuous coaching for improvement
  • Provide Management with suggestions / input on efficient operations of the team
  • Act as first level escalation as required 



  • Schedule, organize, and conduct effective team meetings
  • Collaborate with the HR team for performance management and onboarding  
  • Ensure new product offerings and technologies are communicated and trained
  • Insurer Training/Re-training is conducted as required
  • Motivate, coach, and mentor team members
  • Play an intricate role in developing the team’s skillset
  • Manage conflict
  • Take accountability personally and for team members
  • Work in conjunction with management regarding decision making
  • Inform management on dates and team performance



  • Strong written and oral communication skills
  • Strong attention to detail
  • Empathy towards others
  • Ability to adapt to change


Working Conditions

  • Office environment
  • Microsoft
  • Outlook
  • Epic Software



  • Heavily focused on team 
  • Accelerated revenue 
  • Increase retention


This opportunity is located North of Toronto, and requires a strong customer-focused individual who has previous experience for the leadership role. A well versed individual who has several years of experience could potentially earn their way into this role!


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