Personal Lines Account Manager

Navacord; Wallaceburg; Hybrid; CAD 50,000 - 75,000; Full time

Job summary

Navacord is seeking a Personal Lines Account Manager in Wallaceburg, Ontario. The role involves overseeing end-to-end customer service for insurance clients, ensuring their needs are met with attention to detail and efficiency. Ideal candidates will possess a minimum of 3 years of experience, relevant certifications, and strong interpersonal skills to build lasting client relationships.

Benefits

Professional Development Courses & Designations

100% tuition reimbursement for business relevant courses

Qualifications

• Minimum 3 years personal insurance experience required.
• Self-starter with strong written and oral communication skills.
• Experience working with client management systems is preferred.

Responsibilities

• Manage the full customer experience cycle from inquiry to binding coverage.
• Prepare renewal letters and handle cancellations and endorsements.
• Support team members with miscellaneous duties as assigned.

Skills

Interpersonal skills

Attention to detail

Communication skills

Organizational skills

Education

R.I.B.O certification

Working towards CIP or CAIB designation

Tools

Outlook

Word

Job description

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

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.
• 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 on any new business written and provide binder of insurance, certificates of Insurance to mortgagee, lawyer dealership as required and issue pink slips

REQUIREMENTS:

• Minimum 3 years personal insurance experience
• R.I.B.O is required and preferably working towards CIP or CAIB designation
• 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

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

  Management and Customer Service

• Industries

  Insurance

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