Personal Lines Account Manager
Our client is hiring for a Personal Lines Account Manage r who will report to the Director - Personal Insurance. As a knowledgeable and professional Insurance Broker, you will be responsible to provide exceptional customer service to our Personal Lines Portfolio of Clients, cross sell and upsell where possible while ensuring clients' risks are mitigated.
You must be experienced and knowledgeable in Personal Insurance and be RIBO licensed already in order to be considered.
RESPONSIBILITIES :
- Respond promptly to telephone, email and fax enquiries, ensuring a high level of service is maintained
- Renewal review, recommendations, comparison quotes and remarket when needed
- Total account sales awareness, cross sell and up sell as much as possible
- Action all renewals, endorsements and claims
- Process change requests on EPIC / company portals, when needed
- Review and invoice all endorsements (and renewals, if necessary)
- Issue in-house endorsements and new business on company portals, when needed
- Release renewals after making appropriate changes , when needed
- Scan and attach documents to EPIC
- Quote cross sells and up sell as much as possible
- Issue pink slips when needed in addition to completing miscellaneous duties as assigned
- Prepare new business documents to be sent for signatures, etc.
- Report order : MVR, Autoplus, HITS
- Support other members of the team when needed
REQUIREMENTS :
- Minimum 5 years insurance experience
- R.I.B.O and C.I.P designation required as well as C.A.I.B or at minimum working towards the designation
- Client relationship experience with Personal Lines VIP Accounts
- Strong knowledge of major insurance carriers
- Superb interpersonal, communication, and effective problem solving skills
- Ability to be a self-starter with strong written and oral communication skills as well as organizational skills
- Advanced skills in Outlook, Excel, Word and EPIC
WE OFFER :
- Great learning and growth opportunities
- Hybrid remote work flexibility
- A competitive compensation package
- Full Benefits Package
- RRSP Matching Program
- Professional Development Courses & Designations
- 100% tuition re-imbursement for business relevant courses and training
- Half volunteer day to make a difference and give back to your community
- Vary Days
Interested? Let's connect!
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