Personal Lines Account Manager

Whitley Newman Insurance & Financial Services; Eastern Ontario; On-site; CAD 60,000 - 80,000; Full time

Job summary

An insurance company in Kingston is seeking a Personal Lines Account Manager. You will manage a book of business, respond to client inquiries, and ensure high-quality service. The ideal candidate will have 3-5 years of insurance experience, hold an R.I.B.O. designation, and possess strong communication and relationship management skills. We value diversity and encourage all qualified candidates to apply.

Benefits

Great learning and growth opportunities

Competitive compensation package

Full benefits package

RRSP matching program

Professional development courses

Qualifications

• Minimum 3-5 years insurance experience.
• Client development and relationship management experience.
• Self-starter with strong communication skills.

Responsibilities

• Maintain a book of business, generating and servicing client needs.
• Respond to enquiries, ensuring a high level of service.
• Handle renewal reviews, recommendations, and quote comparisons.

Skills

Client development

Interpersonal skills

Attention to detail

Organizational skills

Written communication

Oral communication

Education

R.I.B.O designation

C.I.P. or C.A.I.B. designation

Tools

EPIC

Outlook

Word

Job description

WHAT WE OFFER:

• Great learning and growth opportunities
• A competitive compensation package
• Full Benefits Package
• RRSP Matching Program
• Professional Development Courses & Designations
• A volunteer day to make a difference and give back to your community
• Vary days – including a day off for your birthday

POSITION OVERVIEW:

Whitley Newman Insurance & Financial Services is hiring for a Personal Lines Account Manager. 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 3-5 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.