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Account manager • bradford west gwillimbury on
- Promoted
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BrokerLink - Eastern Ontario RegionAurora, York Region, CA- Cole Harbour, NS (from $ 156,271 to $ 198,593 year)
- Dieppe, NB (from $ 105,150 to $ 196,667 year)
- Banff, AB (from $ 57,500 to $ 195,988 year)
- Brossard, QC (from $ 62,500 to $ 195,731 year)
- Aylmer, ON (from $ 95,000 to $ 195,192 year)
- Woodstock, ON (from $ 92,319 to $ 192,939 year)
- Peterborough, ON (from $ 92,500 to $ 192,573 year)
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Personal Lines Account Manager (Insurance)
DGA CareersAurora, York Region, CA- Full-time
Personal Lines Account Manager (Job #9829)
Hybrid - Concord, ON
Our client is a boutique insurance brokerage just off Highway 7 in Concord, Ontario. With a heavy focus on customer service, they deliver the most comprehensive and economical insurance solutions in Personal, Commercial, Life and Travel Insurance. Providing hands‑on‑knowledge of insurance and risk management allows this team of professionals to respond to client's needs through commitment and dedication recognizing the importance of human capital as a key driver for their success as an organization.
This organization believes in professional, personal and social development of each team member supporting them with the tools they need to apply their expertise and provide exceptional client service in return. If you are an experienced Personal Lines Account Manager thinking about a move, this could be your next happy family.
Key Accountabilities
- Achieve performance metrics as set out by the Personal Lines Manager
- Respond promptly to phone and email enquiries ensuring a high level of service is maintained
- Review renewals and provide recommendations, comparison quotes and remarkets when necessary
- Manage and review all renewals, endorsements and claims as well as invoicing
- Issue in-house endorsements and new business on Company portals
- Prepare all supporting documents for renewals, remarkets and policy changes
- Process change requests and enter all documentation in TAM / Company portals
- Release renewals once appropriate changes are completed
- Be open to cross selling and up selling as much as possible
- Prepare new business documents to be sent for signatures, etc.
- Action all payment issues
- Maintain and complete all Company underwriting requests
- Support other members of the team when needed
- Issue pink slips when needed in addition to completing miscellaneous duties as assigned
Key Attributes / Qualifications
Experienced candidates please forward your resume in confidence to or text 437-227-8719 . If you are working with another DGA recruiter, feel free to ask them about this position. Only qualified applicants will be contacted.
Contact
Name : Danielle Alexander
Phone : 416-868-6711 103
Email : danielle@dgacareers.com
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