Personal Insurance Account Manager - Retention & Growth

Cowan Insurance Group; Cambridge; Hybrid; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Comprehensive benefits plan

Company-matched Retirement Savings Plan

Company-paid training and development

Job summary

A prominent Canadian insurance firm is looking for an Account Manager for their Personal Insurance Client Retention team in Cambridge, Ontario. The successful candidate will provide exceptional service to clients, maintain an existing portfolio, and pursue new business opportunities. Applicants should have a RIBO or OTL license and at least 2 years of personal insurance experience, with strong communication skills. A hybrid work model is offered with a comprehensive benefits plan.

Qualifications

• 2+ years of personal insurance experience.
• Demonstrates sound judgement, ethics and integrity.
• Excellent computer skills.

Responsibilities

• Respond to policyholders' inquiries via calls and emails.
• Document client discussions in our Broker Management system.
• Take a client-centric approach to provide solutions.

Skills

Strong customer service

Excellent communication skills

Strong negotiation skills

Organization skills

Education

RIBO or OTL license

CAIB or CIP designation

Tools

MS Office

Broker Management system (EPIC)

Job description

A prominent Canadian insurance firm is looking for an Account Manager for their Personal Insurance Client Retention team in Cambridge, Ontario. The successful candidate will provide exceptional service to clients, maintain an existing portfolio, and pursue new business opportunities. Applicants should have a RIBO or OTL license and at least 2 years of personal insurance experience, with strong communication skills. A hybrid work model is offered with a comprehensive benefits plan.