Personal Lines Account manager

DGA; Barrie; Remote; CAD 60,000 - 80,000; Full time

Job summary

A unique brokerage is seeking a Personal Lines Account Manager to join their team. This position involves servicing a book of clients through excellent customer service, managing policy changes, and generating referrals. The ideal candidate should possess 2+ years of relevant experience and a RIBO license, alongside strong communication and organizational abilities.

Benefits

Competitive Salary

Benefits

Education Reimbursement

Unique Vacation Allotment

Qualifications

• 2+ years in personal lines account management.
• Excellent communication and organizational skills.
• Proficient in MS Office, especially Excel, Word, and Outlook.

Responsibilities

• Conduct account reviews and manage client relations.
• Generate referrals and identify growth opportunities.
• Provide service for claims and billing inquiries.

Skills

Customer Service

Communication

Organizational Skills

MS Office Proficiency

Education

RIBO License

Job description

My client is a unique brokerage looking for a RIBO licensed account manager to service a book of clients by providing extraordinary service, educating the customer, identifying revenue growth opportunities and generating referrals.

Position : Personal Lines Account Manager

Location : Work from Home in Ontario

Responsibilities :

• Working with the team to make sure all account reviews are done on time
• Working with clients on their policies, processing changes and educating them
• Generating referrals
• Proactively calling cancelled business to try to win them back immediately
• Generating additional revenue in the form of increased coverage, account rounding, adding policy features and generating referrals for new business.
• Motivate and encourage the team to account round routinely by educating customers on additional lines of coverage.
• Stop, Listen, and Ask questions of your customers in order to clearly understand their needs and to build solid relationships
• Completing 100% of account reviews assigned to you each week. This includes reviewing potential discounts and coverage gaps
• Provide outstanding inbound service on claims, billing questions and endorsements
• Work to manage client’s expectations
• Follow up via phone or email with clients as required

Requirements :

• 2+ years of personal lines account management experience
• Nurturing personality, patience, polite and enjoys servicing and helping customers
• Proficient in MS Office, specifically Excel, Word and Outlook.
• Excellent oral and written communication skills.
• Organized and able to work efficiently and independently

Compensation : Competitive Salary, Benefits, Education Reimbursement and unique vacation allotment.

DGA Careers has been proudly serving the Canadian insurance industry for over 30 years, specializing in providing insurance recruiting services to major insurers, insurance brokerage firms and independent adjusting firms. With offices in Toronto, Vancouver, Montreal, Edmonton, and Calgary, DGA Careers is well positioned to conduct searches with a national scope. Our unrivalled professional network across Canada provides us with the ability to reach vital key influencers and passive candidates nationally.

Information

• City : Toronto
• Market segment : Property Casualty Insurance
• Job Type : Full-Time
• Education : RIBO
• Minimum experience required : 3 to 4 Years
• Contact name : Maurice
• Contact email :

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Personal Lines Account Manager • Barrie, CA