Personal Lines Account Manager
Personal Lines Account Manager
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
POSITION OVERVIEW:
My client in Vaughan ON is hiring a personal lines account manager to join their highly successful and growing team. The candidate will be responsible for maintaining an assigned book of business as well as building strong client and producer relationships. This position will contribute to the continued growth for Personal Lines; a successful candidate will be both knowledgeable and professional.
Hybrid - Vaughan
Salary up to 70k experience depending excellent comp pkg.
RESPONSIBILITIES:
- Responsible for managing an assigned book of business and working efficiently and professionally with both producers and clients
- Build client relationships with ability to identify their needs and mitigate risks
- Accountable for meeting business retention goals
- Prepare renewals and remarkets of existing business 90 days in advance of expiry date or if applicable sooner.
- Respond promptly to telephone calls emails and fax inquiries with high level of service
- Process change requests in EPIC and on company portals
- Servicing clients from start to finish in terms of renewals policy changes certificate requests payments billing claims and cancellations
- Manage documentation and maintain all information stored within the EPIC broker management system
- Continuously improve your technical and market knowledge through ongoing training & networking
- Maintain a strong work ethic with a total commitment to success each and every day
- Other duties as required to meet team objectives
REQUIREMENTS:
- Minimum 2 years personal insurance experience
- R.I.B.O designation required; C.A.I.B or CIP would be an asset
- Professional-level understanding of policy wordings and coverages
- Experience in customer service and/or client relationship management
- Attention to detail time management and a professional demeanor
- Skills in Outlook Excel and Microsoft Word. Experience with EPIC as a broker management system is a bonus
- Ability to work as a team to accomplish mutual goals
- Great work-life balance
- Great benefits
- Culture
- Hybrid environment3 days in office after training period
- Great learning and growth opportunities
- Social and industry-related events
- A progressive and team-based culture
Key Employee Benefits:
- Competitive compensation and Benefits Package
- Professional Development Courses and Designations
- Opportunity to work with an experienced and respected team of insurance professionals
Required Experience:
Manager
Employment Type
Full-Time
