Insurance Broker

Collectivfide Insurance Brokers Inc.; Owen Sound; On-site; CAD 60,000 - 80,000; Full time

Job summary

A mid-sized brokerage in Owen Sound is seeking a full-time Account Manager Personal Lines to manage client relationships and ensure superior service delivery. The ideal candidate will be RIBO licensed and possess at least 1 year of Personal Lines Broker experience. Responsibilities include quoting new business, processing policy changes, and assisting clients with claims, all while adhering to company values and standards.

Qualifications

• Must be RIBO licensed.
• Minimum 1 year Personal Lines Broker experience.
• Proven track record servicing an assigned book of business.

Responsibilities

• Quote and drive new business following proper procedures.
• Provide advice to clients on insurance matters.
• Process policy change requests from clients.
• Assist clients in submitting claims and following up.
• Ensure compliance with insurer and regulatory requirements.

Skills

Organizational skills

Detail-oriented

Client relationship management

Insurance products knowledge

Education

RIBO license

1 year Personal Lines Broker experience

Job description

Miller Insurance Brokers is a mid-sized brokerage proudly serving our communities from seven locations across Ontario. We treat our employees like family, working hard together while taking the time to celebrate our successes. Our mission, vision, and values center on integrity, teamwork, and exceptional client service.

We are seeking a full-time Account Manager Personal Lines to join our growing team in our Owen Sound Office. The ideal candidate is highly organized, detail-oriented, and thrives in a collaborative environment. You will be responsible for managing client relationships, processing policy changes, and ensuring superior service delivery in alignment with company values and standards.

Responsibilities

• Quote and drive new business, following the Miller Insurance new business procedure
• Provides advice to clients on insurance matters, products and coverages
• Completes and submits applications with timely follow up to ensure quotations and policies are received, and where possible, accepted
• Consistently completes and reviews coverage, identifying additional coverage and cross-sale opportunities, with existing clients well in advance of renewal dates, in support of longer-term client retention
• Prepares summaries of insurance, and related schedules and proposals, ensuring a highly professional client presentation as needed
• Processes changes with follow up on policy change requests from clients
• Handles customer inquiries through appropriate communications approaches, aimed at building trust, and ensuring that the customer always feels highly valued
• Assist clients in submitting first reports of a claim, facilitating a prompt and appropriate response, following up on the claim’s status, and keeping the client informed according to Miller Insurance procedures
• Determines reasons for requests for cancellations; acts to save accounts
• Ensures all policies issued are compliant, according to applicable insurer and regulatory requirements, and Miller Insurance procedural guidelines and documented requirements
• Input, or ensure proper submission for input, accurate file documentation and sufficient notes in the BMS (EPIC), per Miller Insurance standards
• Comply with all Miller Insurance procedural standards for new business, policy changes and cancellations, reducing errors and omissions risk in the process
• Manages day-to-day workflow, setting appropriate priorities to deliver the timely and accurate processing of transactions and related responsibilities, in furtherance of delivering excellent customer service
• Keeps informed regarding industry information, Miller Insurance adopted new product and coverage details, relevant insurance related legislation, and in-use technological applications to continuously improve knowledge and professional performance

Qualifications

• Must be RIBO licensed.
• Minimum 1 year Personal Lines Broker experience
• Proven track record servicing an assigned book of business.
• Remain current and develop expertise in assigned markets, staying open to new market opportunities.

We are committed to providing accommodations and to achieving a barrier-free workplace for individuals with disabilities. Should you require an accommodation to participate in our recruitment process, we will support you by considering your individual accessibility needs and work together on a solution.