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Personal Insurance Account Manager

Job Summary
  • Brokerage Name:
    Megson FitzPatrick Inc.
  • Approximate Salary: Negotiable
  • Region: Vancouver Island
  • Location: 3561 Shelbourne Street, Victoria, BC
  • Country:
  • Category: Personal Lines Representative
  • Position Type: Full-Time
  • Experience Level:
  • Education Level: Level One Licensee
  • Advertised: 13-01-2023
  • Closing Date: 12-04-2023
  • Job ID: 8234
  • Click here to find more jobs posted by this employer
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We staff and hire the very best.  People who are professional, experienced, and genuinely focused on exceeding the needs of our customers.  We have a lot of fun and we are committed to being an employer of choice by providing a comprehensive benefit and pension program, a generous time off and education policy including your birthday off and all sorts of great staff celebrations throughout the year.  Not to mention our annual ‘Dream’ program that awards one lucky employee with up to $10,000 towards their dream, whatever it may be…


We also happen to sell insurance…..want to work with us?


Personal Insurance Account Manager


Megson FitzPatrick is looking for an ambitious, engaging Personal Insurance Account Manager who is driven to grow and nurture business relationships. As a Personal Insurance Account Manager, you will provide excellent customer service as well as be able to relay your technical expertise to both existing and new clients in person, through email, and over the phone.  To help you succeed in the role, you will be backed by our strong, well established company brand that has a strong connection to the community.


Main Responsibilities:

  • Provide excellent customer service to an existing book of business;
  • Write new business;
  • Participate in up-sell and cross-sell initiatives;
  • Day to day client servicing;
  • All other duties as directed by management.


Location and Status:

  • Victoria, BC
  • Permanent full-time employment (37.5 hrs/week)
  • Hours: Monday – Friday, 8:30am  – 5pm 



  • Level 2 Insurance License would be considered an asset;
  • 3-5 Years previous Personal Insurance experience considered an asset;
  • Working towards CAIB or CIP designation considered an asset;
  • Excellent customer service skills;
  • Cross-selling and up-selling abilities;
  • Excellent technical and computer skills.                      


Values & Competencies:

  • High degree of professionalism and integrity;
  • A strong business acumen;
  • Exceptional interpersonal skills;
  • Good judgement and decision-making skills;
  • Works well within a team and independently;
  • Excellent written and verbal communication skills;
  • Flexible and adaptable with proven problem-solving skills;
  • Demonstrates initiative, self-management and a desire to learn and grow


Megson FitzPatrick Insurance Services is an equal opportunity employer and is committed to all forms of diversity in the workplace. All qualified individuals are encouraged to apply.


To apply for a position, please go to and complete an online profile/application. We will no longer accept resumes via email.

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