Growth-Focused Personal Lines Account Manager

Oracle RMS; Vaughan; On-site; CAD 45,000 - 65,000; Full time

Benefits offered by this job

Medical Benefits

Vision Care

Disability Insurance

Extended Health Care

RRSP Matching Program

Onsite gym

Tuition reimbursement

Job summary

A leading insurance brokerage in York Region is seeking a Personal Lines Account Manager to develop client relationships, manage policy renewals, and ensure exceptional customer service. Candidates must hold a RIBO license and have 1-2 years of relevant experience. The company offers a supportive culture, comprehensive benefits, and opportunities for professional growth.

Qualifications

• 1 to 2 years’ experience as a Personal Lines Account Manager/CSR/TSR.
• Strong knowledge of insurance industry, policies, and products.
• Ability to work as part of a team and perform well under pressure.

Responsibilities

• Develop and maintain positive client relationships.
• Collaborate with Underwriters daily.
• Manage client policy renewals and re-marketing.

Skills

Customer service

Communication

Problem-solving

Organizational skills

Education

Registered Insurance Brokers of Ontario (RIBO) license

CIP or CAIB certification

Tools

Microsoft Office

Power Broker

Acturis

Applied Rating (Compu-Quote)

Job description

Want to be part of one of the Top 10 Insurance Brokerages in Canada? Looking for a role that will help you grow and advance your career? At Oracle RMS, we are a fun, energetic, and fast-paced insurance brokerage growing with a need to fill new roles within the Oracle RMS family. Our unique culture encourages employees to enroll in higher education, webinars, and training for professional growth and qualify for more advanced positions in the company. Oracle RMS is Great Places To Work certified!

At Oracle RMS, we hold an unwavering commitment to our clients, ensuring your needs are exceeded at every turn. Our dedication goes beyond mere professionalism; it's rooted in genuine care and concern for your well-being. We strive to cultivate relationships built on trust and integrity, where your success and security are our utmost priorities. As a result, you’ll have the peace of mind knowing that we’ve got your future protected.

We are guided by the principles of integrity and trust, fostering a culture of care that extends to both our clients and our team. At Oracle RMS, we believe in collaborative growth, where every employee is empowered to contribute, learn, and thrive together.

In this role you will be responsible for:

Develop and maintain positive client relations

Positive demeanor and outlook when it comes to customer management and service

Collaborate with our Underwriters daily and maintain a strong and positive relationship

Review property appraisals reports and identify recommendation

E-Docs/Renewal lists – review and handle accordingly

Manage client policy renewals as well as re-market existing clients when necessary

Process outstanding payments and banking information changes

Transact and Invoice Agency Bill Policy

Follow up on abeyances on a daily basis

Quote policy changes through CQ and company portal

Assist and Account Executives with renewals, policy changes and new business

Ability to problem solve and use appropriate judgment when assessing a risk or issue

Qualifications:

Must have a Registered Insurance Brokers of Ontario license in good standing (RIBO) - CIP or CAIB certification is an asset

Sound knowledge of the insurance industry, policies and products

1 to 2 years’ experience as a Personal Lines Account Manager/CSR/TSR

Excellent Customer Service, Communication and Computer skills with Microsoft Office experience.

Ability to work as a team and work well under pressure

Superior organizational, verbal and written communication skills

Knowledge of Power Broker, Acturis and Applied Rating (Compu-Quote) is an asset

At Oracle RMS, we offer excellent a robust benefits and vacation package that covers

Medical Benefits

Vision Care

Disability Insurance

Extended Health Care

RRSP Matching Program

Oracle RMS fosters a vibrant and supportive company culture, offering a dynamic environment where employees can thrive both professionally and personally. The company hosts numerous fun events throughout the year, creating a sense of community and camaraderie among team members.

Oracle RMS also provides excellent benefits, including an RRSP matching program that helps employees plan for their financial future, an Employee Assistance Program (EAP) to support their well-being, and a tuition reimbursement program to encourage continuous learning and growth. Additionally, employees can stay active and healthy with access to an onsite gym, further enhancing the work-life balance Oracle RMS is known for.

Salary will be commensurate with experience. We thank all applicants but only those being considered will be contacted.

Oracle RMS is an equal opportunity employer, we welcome applications from qualified individuals from all backgrounds. Persons who require accommodation during the recruitment process may indicate so on their application.

Persons who require accommodation during the recruitment process may indicate such upon applying.

Oracle RMS uses Workwolf’s AI-enabled tools to sort and screen applications based on job-related criteria. All hiring decisions involve human review.