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RDA Insurance
Personal Account ManagerRDA Insurance • Vaughan, ON, Canada
Personal Account Manager

Personal Account Manager

RDA Insurance • Vaughan, ON, Canada
9 days ago
Job type
  • Full-time
Job description

About the Company: We are a large brokerage located in Vaughan, and we are currently looking for a Personal Lines Customer Service Representative (CSR) / Personal Lines Account Manager to grow with our team.



About the Role: If you have a minimum of 3+ years experience as a Licensed Account Manager / CSR, RIBO or OTL licensed for at least 3 years+ and have a desire to continue their insurance career in a highly energetic and positive environment.



Responsibilities: • The successful candidate must have strong work ethic and organization skills, be a team player have ability to work in a fast-paced insurance brokerage. • Above average service and computer skills along with excellent verbal and written communication skills. • EPIC Broker Management System, Applied Rating services and the company portals would be an asset.



Qualifications: • RIBO license (active) • OTL License (willing to convert to RIBO) • University Degree or College Diploma • CAIB, CPIB or CIP designation (or working toward it) would be nice to have



Required Skills: • Minimum of 3+ years experience in Personal Lines while holding a RIBO license or OTL license • Outstanding relationship building and client service • Proficient in EPIC, various insurance company portals and Microsoft Office • Strong organizational, time management, prioritizing • Attention to detail and problem solving skills • Effective written and verbal communication.


This job posting is for an immediate / senior opening within our Personal Lines team.

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Personal Account Manager • Vaughan, ON, Canada

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