Personal Lines Account Manager

Oracle RMS Insurance Risk Management Services Inc.

Whitby

On-site

CAD 50,000 - 70,000

Full time

14 days+

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Benefits offered by this job

Medical Benefits

Dental Care

Vision Care

Disability Insurance

Extended Health Care

RRSP Matching Program

Tuition reimbursement

Access to an onsite gym

Job summary

A leading insurance brokerage in Canada is seeking a Personal Lines Account Manager in Whitby. Responsibilities include managing client relations, reviewing property appraisal reports, and collaborating with Underwriters. Ideal candidates will have a RIBO license and 1-2 years of experience. Enjoy competitive medical and dental benefits, a dynamic work culture, and opportunities for career advancement.

Qualifications

1 to 2 years' experience as a Personal Lines Account Manager, CSR or TSR.
Sound knowledge of insurance industry, policies, and products.
Ability to problem solve and use appropriate judgment when assessing a risk or issue.

Responsibilities

Develop and maintain positive client relations.
Collaborate with Underwriters daily and maintain strong relationships.
Manage client policy renewals and re-market existing clients when necessary.

Skills

Customer service

Communication

Organizational skills

Teamwork

Microsoft Office

Education

Registered Insurance Brokers of Ontario license (RIBO)

CIP or CAIB certification

Tools

Power Broker

Acturis

Applied Rating (Compa-Quote)

Job description

Overview

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

Want to be part of one of the Top 10 Insurance Brokerages in Canada? Oracle RMS is a fun, energetic and fast-paced insurance brokerage committed to the growth and development of its employees through education, webinars, training, and opportunities for advancement. Oracle RMS is Great Places To Work certified.

In This Role You Will Be Responsible For

Develop and maintain positive client relations
Provide a positive demeanor and outlook in customer management and service
Collaborate with Underwriters daily and maintain strong, positive relationships
Review property appraisal reports and identify recommendations
Manage E-Docs/Renewal lists and handle accordingly
Manage client policy renewals and re-market existing clients when necessary
Process outstanding payments and banking information changes
Transact and Invoice Agency Bill Policy
Follow up on abeyances daily
Quote policy changes through CQ and company portal
Assist 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 (Compa-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 with a dynamic environment where employees can thrive professionally and personally. The company hosts events throughout the year and offers benefits including RRSP matching, Employee Assistance Program (EAP), tuition reimbursement, and access to an onsite gym.

Salary will be commensurate with experience. Oracle RMS is an equal opportunity employer; qualified individuals from all backgrounds are encouraged to apply. Persons who require accommodation during the recruitment process may indicate so on their application.

Seniority level