Personal Lines Account Manager

Paisley Partners Inc.; Toronto; Hybrid; CAD 70,000 - 100,000; Full time

Job summary

A leading insurance firm is seeking a Personal Insurance Account Manager who will be responsible for managing and retaining an existing book of business. This mid-senior level position offers a hybrid work environment and requires a minimum of 5 years of insurance experience. Ideal candidates will possess a strong R.I.B.O license and be skilled in client relations and problem-solving, contributing positively to the firm's growth objectives.

Benefits

100% tuition reimbursement for business relevant courses

Great learning and growth opportunities

Qualifications

• Minimum 5 years insurance experience.
• Strong knowledge of insurance carriers.
• Superb interpersonal and communication skills.

Responsibilities

• Respond promptly to inquiries via telephone, email, and fax.
• Renewal reviews and recommendations.
• Manage account sales awareness and cross-sell opportunities.

Skills

Interpersonal skills

Communication skills

Problem-solving skills

Organizational skills

Education

R.I.B.O license

Tools

EPIC brokerage system

MS Outlook

MS Word

MS Excel

Job description

• Professional Development Courses & Designations
• 100% tuition re-imbursement for business relevant courses and training
• Great learning and growth opportunities
• Hybrid remote work flexibility

POSITION OVERVIEW:

Paisley Partners is hiring a Personal Insurance Account Manager and will report to the Personal Lines Manager. The successful incumbent will be responsible for achieving business growth on an existing book of business and retaining an existing book of business. The incumbent will have a choice to work out of Vaughan or North York Paisley Partner locations.

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
• Process change requests on EPIC/company portals, when needed
• Review 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.
• Support other members of the team when needed

REQUIREMENTS:

• Minimum 5 years insurance experience
• EPIC brokerage system experience
• R.I.B.O license required
• Strong knowledge of insurance carriers
• Superb interpersonal, communication, and effective problem-solving skills
• Ability to be a self-starter with strong written and oral communication skills as well as organizational skills
• Advanced skills in MS Outlook, Word and Excel

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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

• Industries

  Insurance

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