Personal Lines Account Manager

Whitley Newman Insurance & Financial Services; Belleville; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading insurance provider in Belleville, Ontario is hiring an Account Manager for Personal Lines. The role involves maintaining client relationships, handling renewals, and ensuring high service levels. Candidates must have a minimum of 3 years insurance experience and hold a R.I.B.O. designation, with preference for those working towards C.I.P. or C.A.I.B. designation. The position emphasizes superb interpersonal skills and the ability to cross-sell products.

Qualifications

• Minimum 3 years insurance experience required.
• Client development and relationship management experience necessary.
• Strong written and oral communication skills plus organizational skills.

Responsibilities

• Respond promptly to client inquiries via multiple channels.
• Manage renewals, endorsements, and claims.
• Provide technical support to team members.
• Cross-sell and up-sell insurance products as needed.

Skills

Client development

Interpersonal skills

Attention to detail

Written communication

Oral communication

Organizational skills

Education

R.I.B.O. designation

C.I.P. or C.A.I.B. designation (preferably)

Tools

Outlook

Word

EPIC

Job description

Position Overview

Whitley Newman Insurance & Financial Services is hiring for an Account Manager, Personal Lines. The successful incumbent will be responsible for maintaining a book of business, generating new business, servicing client needs, and assisting the producer on new business activities.

Responsibilities

• Respond promptly to telephone, email and fax enquiries, ensuring a high level of service is maintained
• Renewal review, recommendations, comparison quotes and remarket when needed
• Total account sales awareness, cross sell and up sell as much as possible
• Action all renewals, endorsements and claims
• Act as a Personal Lines Insurance technical resource to Personal Lines employees and new hires
• Process change requests on EPIC/company portals, when needed
• Review and invoice all endorsements (and renewals, if necessary)
• Issue in-house endorsements and new business on company portals, when needed
• Release renewals after making appropriate changes, when needed
• Scan and attach documents to EPIC
• Quote cross sells and up sell as much as possible
• Issue pink slips when needed in addition to completing miscellaneous duties as assigned
• Prepare new business documents to be sent for signatures, etc.
• Report order: MVR, Autoplus, HITS
• Support other members of the team when needed

Requirements

• Minimum 3 years insurance experience
• R.I.B.O. is required and preferably working towards C.I.P. or C.A.I.B. designation
• Client development / relationship management experience
• Superb interpersonal and presentation skills and attention to detail
• Ability to be a self starter with strong written and oral communication skills in addition to strong organizational skills
• Proficiency in Outlook, Word and EPIC

Navacord is actively committed to support diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply. We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs.