Personal Lines Account Manager

Oracle RMS Insurance Risk Management Services Inc.

Vaughan

On-site

CAD 45,000 - 65,000

Full time

14 days+

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Benefits offered by this job

Medical Benefits

Dental Care

Vision Care

Disability Insurance

RRSP Matching Program

Job summary

A leading insurance brokerage in Canada is seeking a Personal Lines Account Manager. In this role, you will manage client relations, collaborate with underwriters, and process policy renewals. The ideal candidate will have a RIBO license in good standing and experience in customer service. The position offers medical, dental, and vision benefits, along with a vibrant company culture and opportunities for professional growth.

Qualifications

1 to 2 years’ experience as a Personal Lines Account Manager/CSR/TSR.
Sound knowledge of the insurance industry, policies, and products.
Excellent computer skills and ability to work under pressure.
Ability to work as a team and work well under pressure.
Knowledge of Power Broker, Acturis and Applied Rating (Compu-Quote) is an asset.

Responsibilities

Develop and maintain positive client relations.
Collaborate with Underwriters and manage client policy renewals.
Process payments and handle policy changes.
Review property appraisals reports and identify recommendations.
E-Docs/Renewal lists – review and handle accordingly.
Manage client policy renewals as well as re-market existing clients when necessary.
Process outstanding payments and banking information changes.
Transact and Invoice Agency Bill Policy.
Follow up on abeyances on a daily basis.
Quote policy changes through CQ and company portal.
Assist and Account Executives with renewals, policy changes and new business.

Skills

Customer Service

Communication

Teamwork

Problem Solving

Organizational Skills

Education

Registered Insurance Brokers of Ontario license (RIBO)

CIP or CAIB certification

Tools

Microsoft Office

Power Broker

Acturis

Applied Rating (Compu-Quote)

Job description

Join to apply for the Personal Lines Account Manager role at Oracle RMS Insurance Risk Management Services Inc.

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Want to be part of one of the Top 10 Insurance Brokerages in Canada? Looking for a role that will help you grow and advance your career? At Oracle RMS, we are a fun, energetic, and fast-paced insurance brokerage growing with a need to fill new roles within the Oracle RMS family. Our unique culture encourages employees to enroll in higher education, webinars, and training for professional growth and qualify for more advanced positions in the company. Oracle RMS is Great Places To Work certified!

At Oracle RMS, we hold an unwavering commitment to our clients, ensuring your needs are exceeded at every turn. Our dedication goes beyond mere professionalism; it\'s rooted in genuine care and concern for your well-being. We strive to cultivate relationships built on trust and integrity, where your success and security are our utmost priorities. As a result, you’ll have the peace of mind knowing that we’ve got your future protected.

We are guided by the principles of integrity and trust, fostering a culture of care that extends to both our clients and our team. At Oracle RMS, we believe in collaborative growth, where every employee is empowered to contribute, learn, and thrive together.

In This Role You Will Be Responsible For

Develop and maintain positive client relations
Positive demeanor and outlook when it comes to customer management and service
Collaborate with our Underwriters daily and maintain a strong and positive relationship
Review property appraisals reports and identify recommendation
E-Docs/Renewal lists – review and handle accordingly
Manage client policy renewals as well as re-market existing clients when necessary
Process outstanding payments and banking information changes
Transact and Invoice Agency Bill Policy
Follow up on abeyances on a daily basis
Quote policy changes through CQ and company portal
Assist and Account Executives with renewals, policy changes and new business
Ability to problem solve and use appropriate judgment when assessing a risk or issue

Qualifications

Must have a Registered Insurance Brokers of Ontario license in good standing (RIBO) - CIP or CAIB certification is an asset
Sound knowledge of the insurance industry, policies and products
1 to 2 years’ experience as a Personal Lines Account Manager/CSR/TSR
Excellent Customer Service, Communication and Computer skills with Microsoft Office experience
Ability to work as a team and work well under pressure
Superior organizational, verbal and written communication skills
Knowledge of Power Broker, Acturis and Applied Rating (Compu-Quote) is an asset

Benefits

Medical Benefits
Dental Care
Vision Care
Disability Insurance
Extended Health Care
RRSP Matching Program

Oracle RMS fosters a vibrant and supportive company culture, offering a dynamic environment where employees can thrive both professionally and personally. The company hosts numerous fun events throughout the year, creating a sense of community and camaraderie among team members.

Oracle RMS also provides excellent benefits, including an RRSP matching program that helps employees plan for their financial future, an Employee Assistance Program (EAP) to support their well-being, and a tuition reimbursement program to encourage continuous learning and growth. Additionally, employees can stay active and healthy with access to an onsite gym, further enhancing the work-life balance Oracle RMS is known for.

Salary will be commensurate with experience. We thank all applicants but only those being considered will be contacted.

Oracle RMS is an equal opportunity employer, we welcome applications from qualified individuals from all backgrounds. Persons who require accommodation during the recruitment process may indicate so on their application.

Persons who require accommodation during the recruitment process may indicate such upon applying.

Seniority level