Description
Private Client Services Account Manager - Remote
Our Client, a leading brokerage within Insurance, is looking to add a friendly and dynamic High Net Worth Account Manager to their team. They pride themselves on their exceptional service and providing clients with the best possible broker experience. As well as providing a fun working environment, our client also invests in your professional development providing you many different avenues for growth.
- The position can be remote, but the successful candidate must reside in BC
WHO YOU ARE :
You are someone who thrives on giving great customer service and a team player who rolls up their sleeves. You are friendly, dynamic and can keep up in a busy environment and not compromise the quality of your work.
THE ROLE :
Maintain and organically grow a Personal Lines book of businessWork with clients, assess risk and negotiate the best terms, including some front-line underwritingAdvise client on matters of coverage and pricing, and place risk with the appropriate marketContact client to advise of any changes in the market or to their policiesEnsure information is correct and coverage still meets clients’ needsAdvocate for your client to the insurance carriersDocument all enquiries, and quotes and produce them in a timely mannerSuccessfully resolves any problems or complaintsContinues to build Industry relationshipsCross sell and up-sell in order to increase size of bookREQUIREMENTS :
Level 2 licence.Minimum 2+ years High Net Worth (and know those portals) and 5+ years Personal Lines Insurance experienceExcellent technical skillsExcellent and clear communication skillsIt is a busy environment; organisational skills must be top notch.Passionate about customer serviceDGA Careers has been proudly serving the Canadian insurance industry for over 30 years, specializing in providing insurance recruiting services to major insurers, insurance brokerage firms and independent adjusting firms. With offices in Toronto, Vancouver, Montreal, Edmonton, and Calgary, DGA Careers is well positioned to conduct searches with a national scope. Our unrivalled professional network across Canada provides us with the ability to reach vital key influencers and passive candidates nationally.
Information
City : VancouverMarket segment : InsuranceJob Type : Full-TimeEducation : CAIB, Insurance License Level 1, Insurance License Level IIExpertise : Broker-Customer Service , Broker-PersonalMinimum experience required : 3 to 4 YearsContact name : Affia KhatunContact email :Contact phone :