Account Manager - Personal Lines

KEY RESPONSIBILITIES

• Increase Personal insurance new business sales by surveying prospects to determine insurance needs, utilizing brokerage marketing plans and existing account referrals, collecting detailed risk and underwriting information, effectively building the relationship and closing the deal.
• Offer exceptional service to clients by advising on insurance related issues, assessing their needs and recommending convenient solutions by cross selling new policies.
• Responsible for building and managing client relationships with new and existing clients.
• Conduct renewal and follow-up phone calls to maintain relationships and client service levels.
• Document preparation including applications, issuing insurance certificates, making changes and providing advocacy to ensure high client retention.
• Maintain knowledge of current underwriting rules, product knowledge and other insurance related changes.
• Build positive working relationships with internal and external parties, including networking at industry events.
• Perform other duties as assigned.

QUALIFICATIONS

Bilingual; Strong written and verbal communication skills in English & French;

Post-secondary education or related business experience;

Prior Personal Lines experience an asset;

Licensed or working towards CAIB designation an asset;

Strong technical and insurance market knowledge an asset;

Working knowledge of Microsoft Office;

Superior organizational skills, flexibility, and an ability to work in a fast-paced environment;

Ability to convey complex, detailed information in a clear and concise manner;

Excellent verbal and written communication skills;

Strong attention to detail, analytical and problem solving skills;

Self-starter, highly motivated, client focused and team player;

Passion for sales

Why join our team?

Employees work a 35 hour work week (Monday to Friday 8 : 30 am to 4 : 30 pm).

Let GoToInsure.ca help you achieve your career goals in a culture that offers growth and balance. Our commitment to our employees is to offer a competitive compensation package which includes a comprehensive benefits and RRSP program, as well as a commitment to ongoing professional development.

We welcome applications from all interested individuals; however only those candidates selected for an interview will be contacted.​

Job Types : Full-time, Permanent

Benefits :

Dental care

Employee assistance program

Extended health care

Life insurance

On-site parking

Paid time off

RRSP match

Vision care

Schedule :

Monday to Friday

Language :

French (required)

English (required)

Licence / Certification :

Insurance License or CAIB (preferred)

Work Location : In person