POSITION OVERVIEW :
Hiring a Personal Lines Account Manager to join our highly successful and growing team. The candidate will be responsible maintaining an assigned book of business, as well as building strong client and producer relationships.
This position will contribute to our continued growth for Personal Lines; a successful candidate will be both knowledgeable and professional.
RESPONSIBILITIES :
- Responsible for managing and assigned book of business; working efficiently and professionally with both producers and clients
- Build client relationships with ability to identify their needs and mitigate risks
- Accountable to meet business retention goals
- Prepare renewals and remarkets of existing business 90 days in advance of expiry date or if applicable sooner
- Collaborate and communicate with producers, managers and relevant team members to create support plans for clients
- Respond promptly to telephone calls, emails, and fax inquiries with high level of service
- Process change requests in EPIC and on company portals
- Servicing clients from start to finish in terms of renewals, policy changes, certificate requests, payments, billing, claims and cancellations
- Manage documentation and maintain all information stored within our EPIC broker management system
- Continuously improve your technical and market knowledge through ongoing training & networking
- Maintain a strong work ethic with a total commitment to success each and every day
- Other duties as required to meet team objectives
REQUIREMENTS :
- Minimum 2+ years commercial insurance experience
- R.I.B.O designation required; C.A.I.B or CIP would be an asset
- Professional level understanding of policy wordings and coverages
- Experience in customer service and / or client relationship management
- Attention to detail, time management and a professional demeanor
- Skills in Outlook, Excel, and Microsoft word. Experience with EPIC as a broker management system is a bonus
- Ability to work as a team to accomplish mutual goals
SOME OF THE PERKS :
- Great work life balance
- Great benefits
- Culture
- Hybrid environment
Work for a forward thinking employer that provides :
- Great learning and growth opportunities
- Work life balance with informal flexibility on working hours
- Social and industry related events
- A progressive and team-based culture
Key Employee Benefits :
- Competitive compensation and Benefits Package
- Professional Development Courses and Designations
- Opportunity to work with an experienced and respected team of insurance professionals
Interested? Let's connect!
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