Personal Line Account Manager

RDA Insurance; Vaughan; On-site; CAD 60,000 - 75,000; Full time

Job summary

A leading insurance brokerage in York Region is seeking a Personal Lines Customer Service Representative. Ideal candidates will have over 5 years of experience in the field, holding a RIBO or OTL license. Responsibilities include delivering exceptional client service in a dynamic environment, using various tools like Agency Manager and Epic. The successful applicant will enjoy a competitive salary range of $60,000 - $75,000, and opportunities for further growth within the company.

Qualifications

• RIBO license (active) required.
• OTL License (willing to convert to RIBO).
• Minimum of 5 years experience in Personal Lines.

Responsibilities

• Maintain strong work ethic and organizational skills.
• Provide outstanding client service in a fast-paced environment.
• Utilize various insurance portals for effective communication.

Skills

Strong work ethic

Organization skills

Effective written and verbal communication

Client service

Attention to detail

Education

University Degree or College Diploma

CAIB, CPIB or CIP designation

Tools

Agency Manager

Epic

Power Broker

Microsoft Office

Job description

About the Company

We are a large brokerage located in Vaughan, and we are currently looking for a Personal Lines Customer Service Representative (CSR) / Personal Lines Account Manager to grow with our team.

About the Role

If you have a minimum of 5+ years experience as a Licensed Account Manager / CSR, RIBO or OTL licensed for at least 5 years and have a desire to continue their insurance career in a highly energetic and positive environment.

Responsibilities

• The successful candidate must have strong work ethic and organization skills, be a team player have ability to work in a fast-paced insurance brokerage.
• Above average service and computer skills along with excellent verbal and written communication skills.
• (TAM) Agency Manager or EPIC Broker Management System, Applied Rating services and the company portals would be an asset.

Qualifications

• RIBO license (active)
• OTL License (willing to convert to RIBO)
• University Degree or College Diploma
• CAIB, CPIB or CIP designation (or working toward it) is an asset

Required Skills

• Minimum of 5 years experience in Personal Lines while holding a RIBO license or OTL license
• Outstanding relationship building and client service
• Proficient in Agency Manager, Epic, Power Broker, various insurance company portals and Microsoft Office
• Attention to detail and problem solving skills
• Effective written and verbal communication

Preferred Skills

• Experience with (TAM) Agency Manager or Epic Broker Management System
• Experience with Applied Rating Services and the company portals

Pay range and compensationfor this role is $60,000 -$75,000

This job posting is for an immediate opening within our Personal Lines team.