Insurance Account Manager

TEEMA Solutions Group; Canada; On-site; CAD 58,000 - 70,000; Full time

Job summary

A leading insurance brokerage in Oakville, ON, is seeking an Insurance Account Manager. The role focuses on communication with clients to solve their issues, requiring strong organizational and analytical skills. Candidates should have 2+ years of experience in customer service and proficiency in Microsoft Office. This position offers a salary range of $58,000 to $70,000 and includes 2 weeks of vacation, increasing to 3 weeks after the first year.

Benefits

2 weeks vacation, increasing to 3 weeks after the 1st year

On-the-job training and support

Access to state-of-the-art technology

Qualifications

• RIBO or OTL licensed.
• 2+ years of experience in customer service.
• Ability to manage multiple projects/tasks simultaneously.

Responsibilities

• Communicate with customers via phone, email, and chat.
• Provide knowledgeable answers to clients’ questions.
• Assist assigned senior broker with daily administrative needs.

Skills

Customer service experience

Excellent phone etiquette

Interpersonal skills

Organizational skills

Education

High school diploma or equivalent

Tools

Microsoft Office Suite

Job description

Overview

Job Summary
Insurance Account Manager — Billyard Insurance Group Oakville
Full-time
In-Office | Oakville, ON, Canada

Description
Billyard Insurance Group (BIG) is a leading force in the insurance industry, committed to attracting the best insurance professionals and equipping them with cutting-edge technology, tools, and unwavering support to thrive in today's dynamic insurance landscape. With a strong presence and continuous growth, we boast over 80 locations across Canada. Our dedication to excellence has earned us prestigious recognition, including being featured on Insurance Business Canada's esteemed Top Brokerages list for the past three years and securing a spot as one of Canada's Top Growing Companies in the renowned Globe and Mail's Report on Business. At Billyard Insurance Group, our mission is clear: to establish a nationally recognized insurance brokerage brand that empowers brokers and leads the digital insurance revolution.

Billyard Insurance Group Oakville is looking for a Account Manager to support our growing brokerage. Our AM position requires a relationship-oriented individual with strong organizational and analytical skills. You will need to be comfortable in a customer-facing role with an emphasis on telephone and computer skills. The ideal candidate loves talking to people and proactively solving issues. You will be responsible for converting customers into passionate evangelists.

Responsibilities

• Communicate with customers via phone, email, and chat
• Provide knowledgeable answers to clients’ questions about product, pricing, and availability
• Input customer policies within guidelines and compliance
• Work with internal departments to meet customer needs
• Data entry in various platforms
• Detail-oriented follow-up on client documents
• Assist assigned senior broker with daily administrative and organizational needs
• Oversee tasks such as drafting documents, collecting & analyzing information, managing incoming correspondence, attending meetings, and organizing analytical information for data collection purposes

What We Offer

• Our commitment is to provide Insurance Brokers with the tools they need to succeed. Our recruitment team will work with you to find the best fit for the branch.
• Opportunity to work for Canada’s fastest organically growing insurance brokerage
• People-focused company culture
• Tools & Resources – access to state-of-the-art technology designed to make you work smarter
• Training & Support – mentorship, marketing, and on-the-job training from BIG’s head office
• Lead Management – custom lead management system to track progress and improve efficiency
• Best-in-class market access to find the right coverage for your clients at competitive rates
• Salary range: $58,000 – $70,000 based on experience
• 2 weeks of vacation, increasing to 3 weeks after the 1st year of employment

Qualifications

• RIBO or OTL licensed
• 2+ years of experience in customer service
• Excellent phone etiquette, verbal, written, and interpersonal skills
• Ability to manage multiple projects/tasks simultaneously while prioritizing effectively
• Proficiency with Microsoft Office Suite (Outlook, Planner, Word, Excel, SharePoint, etc.)
• Required Education: High school diploma or equivalent

Our Commitment

Our Commitment to Diversity, Inclusion and Belonging
Billyard Insurance Group is committed to building a transparent environment where everyone feels heard, welcomed, and included. We believe Diversity, Inclusion, and Belonging are fundamental in our vision to be the leading insurance platform in Canada. BIG is a proud, equal-opportunity workplace that is committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, or gender identity.

Our Commitment to Accessibility
Billyard Insurance Group is committed to developing an inclusive, barrier-free recruitment process and work environment. Should you require any accommodation, please inform us and we will work with you to meet your accessibility needs. For any accessibility-related assistance, requests for information in accessible alternative formats or to report any accessibility problems, please contact us at [e-mail]