Personal Lines Account Manager

InsuranceWorks.ca; Burnaby; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading firm in the insurance industry is seeking a Personal Lines Account Manager in Burnaby. The successful candidate will manage Personal Lines and Auto accounts, requiring excellent customer service skills and a Level 2 insurance license. This role offers an opportunity to contribute significantly to the customer experience while supporting and retaining clients.

Qualifications

• 3+ years experience in Personal Lines and Auto insurance.
• Level 2 insurance license required.
• Proficient in MS Office (Excel, Word, Outlook) and EPIC.

Responsibilities

• Assist, quote, and bind various insurance products.
• Handle customer inquiries and support customers.
• Promote retention by building strong customer relationships.

Skills

Customer Service

Communication

Detail-oriented

Education

Insurance License Level II

CIP

CIP Partial Completion

Tools

MS Office

EPIC

Job description

Our client is looking for a Personal Lines Account Manager to join their team! The ideal candidate must have Level 2 license and at least 3 years experience in managing Personal Lines & Auto accounts.

Responsibilities and Duties include but are not limited to:

• Assisting, quoting, and binding a variety of insurance products for office clients
• Handle customer inquiries
• Support new and existing customers by offering recommendations for products and services required
• Promote retention of existing customers by building strong relationships and providing quality customer service
• Managing and maintaining activities in an organized and timely manner

Requirements:

• 3 years+ Personal Lines & Auto insurance experience
• Insurance Broker Level 2 License
• Proficiency with MS Office – Excel, Word, Outlook and EPIC
• Detailed-oriented individual with excellent communication and customer service skills

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.

Interested candidates please contact Vanessa Ip at 778-383-9790 ext. 105 or forward your resume in confidence to vanessa

Education Required

CIP
CIP Partial Completion
Insurance License Level II