Jobs in Halifax

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Within 25 km of Halifax

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Bauld Insurance

Personal Lines - Account Manager

Halifax, NS, Canada

Full-time

Within 25 km of Halifax · About 0.5 km from the city centre

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Job details

Job type: Full-time
Apply by: Nov 26, 2026
Posted: Oct 27, 2026

Original job description

Company Description Bauld Insurance is an independent insurance broker that has been serving clients since 1947 and is now a leading locally owned and managed provider in the Halifax Regional Municipality. The company offers a broad range of insurance products, including business/commercial, home, auto, and personal coverage. Bauld Insurance focuses on understanding each customer’s unique needs and recommending tailored insurance solutions. The team provides end-to-end service, including support through the claims process, to ensure clients are well protected and enjoy peace of mind. Bauld Insurance emphasizes a family-oriented culture and strives to treat customers with the same care and respect.

Role Description

As a Personal Lines Account Manager, you will be the primary point of contact for our clients, delivering exceptional customer service across multiple channels - including in person, by phone, and via email. You will support clients with a wide range of insurance-related needs, such as making policy changes ,answering coverage questions, comparing and shopping policies, guiding clients through the claims process, advocating on behalf of clients when needed.

You will be expected to uphold our Commitment to Excellence and adhere to Bauld’s Service Standards, ensuring that the highest level of service is consistently delivered to our clients, colleagues, and management team.

Qualifications

Experience

Three to five years of personal insurance experience is preferred.

Professional Credentials

Level 1 General Insurance License is required
Canadian Accredited Insurance Broker (CAIB) Or Charted Insurance Professional (CIP) Designation or working toward either designation is considered an asset.

Knowledge, Skills & Abilities

Strong understanding of personal insurance products, coverage, and settlement practices.
Exceptional verbal and written communication skills.
Strong customer service orientation.
Ability to explain insurance products and coverage in clear, accessible language.
Ability to prioritize work and manage multiple service inquiries
Proficiency with Microsoft Office and brokerage management systems.
Self-motivated, organized, and capable of working both independently and collaboratively.
Strong attention to detail and commitment to accurate documentation

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More about this job

Responsibilities

Serve as the primary client contact across in-person, phone, and email channels, handling policy changes, coverage questions, and policy comparisons. Guide clients through claims, advocate for them when needed, and uphold the company’s service standards.

Requirements

Three to five years of personal insurance experience is preferred, and a Level 1 General Insurance License is required. Candidates should understand personal insurance products and coverage, communicate clearly, provide strong customer service, manage multiple inquiries, and be proficient with Microsoft Office and brokerage management systems; CAIB or CIP credentials, or progress toward them, are an asset.

Skills

Personal Insurance
Customer Service
Policy Changes
Coverage Explanation
Policy Comparison
Claims Support
Client Advocacy
Verbal Communication
Written Communication
Work Prioritization
Microsoft Office
Brokerage Management Systems
Organization
Attention To Detail
Accurate Documentation
Teamwork

Visa sponsorship

Not detected in the job text

Keywords

Personal Insurance
General Insurance
Level 1 General Insurance License
CAIB
CIP
Insurance Products
Insurance Coverage
Settlement Practices
Policy Changes
Policy Comparison
Claims Process
Client Advocacy
Customer Service
Microsoft Office
Brokerage Management Systems
Service Standards
Documentation
Personal Lines

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