Personal Lines Account Manager

Mitchell & Abbott Group Insurance Brokers Ltd; Wallaceburg; Hybrid; CAD 60,000 - 75,000; Full time

Job summary

A leading insurance brokerage in Wallaceburg is seeking a Personal Lines Account Manager to oversee the full customer experience cycle. The role involves renewal reviews, preparing renewal letters, managing cancellations, and cross-selling insurance services. Candidates should have at least 3 years of personal insurance experience and possess R.I.B.O certification, with a preference for those working towards CIP or CAIB designation. The position offers a supportive environment with a commitment to diversity and inclusion.

Benefits

Health and dental package

RRSP match

Vacation days

Continuing education/education program

Hybrid work environment

Sick days

Qualifications

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

Responsibilities

• Manage the full end-to-end customer experience cycle.
• Renewal review, recommendations, and remarketing.
• Process change requests on company portals.

Skills

Client development

Interpersonal skills

Attention to detail

Written and oral communication

Organizational skills

Education

R.I.B.O certification

CIP or CAIB designation (preferable)

Tools

Outlook

Word

Job description

WE OFFER:

• Health and dental package
• RRSP match
• Vacation days
• Continuing education/education program
• Hybrid work environment
• Sick days

POSITION OVERVIEW:

The Mitchell & Abbott Group Insurance Brokers Ltd., a Navacord Company, is hiring a Personal Lines Account Manager. The successful incumbent will be responsible for the full end to end customer experience cycle; servicing the client with their insurance needs from the moment they call and inquire to binding coverage accurately and professionally.

RESPONSIBILITIES:

• Renewal review, recommendations, comparison quotes and remarket when needed
• Prepare and mail appropriate renewal letters highlighting any missing coverage
• Handle any cancellations in accordance with our procedures.
• Invoice endorsements, cancellations and rewrites
• Total account sales awareness, cross sell and up sell as much as possible
• Action all renewals, endorsements and claims
• Process change requests on 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, record all conversations, and attach documents to our client management system
• 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
• Respond promptly to telephone, email and fax enquiries, ensuring a high level of service is maintained
• Prepare new business documents to be sent for signatures

REQUIREMENTS:

• Minimum 3 years personal insurance experience
• R.I.B.O is required and preferably working towards CIP or CAIB designation
• Client development / relationship management experience
• Superb interpersonal skills, presentation skills and attention to detail
• Self-starter with strong written and oral communication skills in addition to strong organizational skills
• Proficiency in Outlook, and Word

This is for an existing posting

Navacord DOES NOT utilize artificial intelligence in the screening, assessment, or selection of applicants for this position

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.