Personal Lines Account Manager

Whitley Newman Insurance & Financial Services; Kingston; On-site; CAD 55,000 - 70,000; Full time

Job summary

Whitley Insurance & Financial Services is seeking a Personal Lines Account Manager in Kingston. This role involves managing client accounts, providing exceptional service, and generating new business opportunities. The ideal candidate will have significant insurance experience, interpersonal skills, and the ability to work independently. Join a company that values diversity and offers professional growth opportunities.

Benefits

Great learning and growth opportunities

Full Benefits Package

RRSP Matching Program

Professional Development Courses & Designations

A volunteer day to give back

Birthday day off

Qualifications

• Minimum 3-5 years insurance experience required.
• R.I.B.O. is mandatory; ideally working toward C.I.P. or C.A.I.B.
• Experience in client development and relationship management is essential.

Responsibilities

• Maintain and manage a book of business and respond to client inquiries.
• Review renewals, provide quotes, and process endorsements and claims.
• Act as a technical resource for Personal Lines employees.

Skills

Interpersonal skills

Communication

Organizational skills

Attention to detail

Client relationship management

Education

R.I.B.O. license

C.I.P. or C.A.I.B. designation (in progress)

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 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.