Job Description / Duties

1. Client Management & Policy Servicing
• Manage a designated personal lines book of business, ensuring client retention and satisfaction.
• Process new business, renewals, endorsements, and cancellations efficiently.
• Provide professional advice to clients regarding their insurance needs and policy options.
• Review policy documents for accuracy and ensure they meet underwriting guidelines.
• Follow up with clients regarding policy changes, renewals, and any outstanding documentation.

2. Risk Assessment & Underwriting Support
• Assess risks and determine appropriate coverage solutions for clients.
• Work with insurance carriers to negotiate terms, rates, and coverage options.
• Ensure all applications and documents are completed accurately before submission.
• Identify opportunities for additional coverage and cross-sell appropriate insurance products.

3. Mentorship & Team Support
• Support training initiatives and contribute to the development of best practices.

4. Compliance & Documentation
• Ensure compliance with all industry regulations and company policies.
• Document all client interactions, transactions, and policy details for reference and compliance.
• Report any Errors & Omissions (E&O) concerns to the Team Lead or Management.
• Ensure service levels align with the company’s commitment to protecting clients with care that feels like family.

5. Client Service & Problem Resolution
• Act as the primary contact for high-value, complex client accounts and remarketing needs.
• Handle escalated client inquiries, claims advocacy, and problem resolution.
• Ensure service levels align with the company’s commitment to protecting clients with care that feels like family.

6. Autopac Backup Support
Assist with Autopac transactions as needed during peak times or staff shortages

Qualifications / Required Skills

Qualifications & Requirements:
• Licensed Insurance Broker with experience in Personal Lines Insurance. Preference will be given to a level 2 broker.
• Strong knowledge of underwriting guidelines, risk assessment, and policy management.
• Experience with Autopac transactions and willingness to provide backup support.
• Excellent communication and customer service skills.
• Strong organizational skills with the ability to manage multiple tasks and deadlines.
• Experience with EPIC or similar insurance management systems.
• Commitment to ongoing professional development and industry education.

Contact Information

Ready to Apply? Send your resume to our Team Lead: Shea@mckenzie.insure or drop your resume by our office at F27 Red River Blvd W. Looking forward to meeting you.

Employer Profile

RMI Insurance is a small, independent brokerage serving clients across Manitoba and Ontario. We believe in protecting our clients with care, clarity, and integrity — just like family.

Richard McKenzie Insurance is a family-owned brokerage focused on relationships. We’re looking for a friendly, reliable Personal Lines Broker who enjoys helping people and wants to grow with a supportive team