Personal Lines Account Manager

TEEMA Solutions Group; Whitby; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading insurance brokerage in Canada seeks a Personal Lines Account Manager to enhance client relationships and manage policies effectively. Ideal candidates should hold a Registered Insurance Brokers of Ontario license and possess strong customer service and communication skills. Offering competitive benefits, including medical coverage and an onsite gym, this role provides a supportive environment for professional growth.

Benefits

Medical Benefits

Vision Care

Disability Insurance

Extended Health Care

RRSP Matching Program

Employee Assistance Program (EAP)

Tuition reimbursement program

Onsite gym

Qualifications

• Must have a Registered Insurance Brokers of Ontario license in good standing.
• 1 to 2 years’ experience as a Personal Lines Account Manager/CSR/TSR.
• Excellent Customer Service and Computer skills with Microsoft Office experience.

Responsibilities

• Develop and maintain positive client relations.
• Collaborate with Underwriters and maintain strong relationships.
• Process outstanding payments and banking information changes.

Skills

Customer Service

Communication skills

Problem-solving

Organizational skills

Education

Registered Insurance Brokers of Ontario license

Tools

Power Broker

Acturis

Compu-Quote

Job description

Overview

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.

Responsibilities

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
• Vision Care
• Disability Insurance
• Extended Health Care
• RRSP Matching Program
• RRSP matching program that helps employees plan for their financial future
• Employee Assistance Program (EAP) to support well-being
• Tuition reimbursement program to encourage continuous learning and growth
• Onsite gym

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.