Personal Lines Account manager - 9375

InsuranceWorks.ca; Barrie; Remote; CAD 50,000 - 70,000; Full time

Job summary

A unique brokerage in Ontario seeks a Personal Lines Account Manager to deliver exceptional service to clients. The role focuses on managing accounts, providing education, and generating growth opportunities. Compensation includes a competitive salary, benefits, and education reimbursement, making it an enticing opportunity for individuals with account management experience.

Benefits

Competitive Salary

Benefits

Education Reimbursement

Unique Vacation Allotment

Qualifications

• 2+ years of personal lines account management experience.
• Nurturing personality, patient, and enjoys servicing customers.
• Excellent oral and written communication skills.

Responsibilities

• Conduct account reviews and educate clients on their policies.
• Generate referrals and service clients on claims and billing inquiries.
• Work independently and manage client expectations effectively.

Skills

Communication

Organizational Skills

Customer Service

Proficiency in MS Office

Job description

My client is a unique brokerage looking for a RIBO licensed account manager to service a book of clients by providing extraordinary service, educating the customer, identifying revenue growth opportunities and generating referrals.

Position: Personal Lines Account Manager

Location: Work from Home in Ontario

Responsibilities:

• Working with the team to make sure all account reviews are done on time
• Working with clients on their policies, processing changes and educating them
• Generating referrals
• Proactively calling cancelled business to try to win them back immediately
• Generating additional revenue in the form of increased coverage, account rounding, adding policy features and generating referrals for new business.
• Motivate and encourage the team to account round routinely by educating customers on additional lines of coverage.
• Stop, Listen, and Ask questions of your customers in order to clearly understand their needs and to build solid relationships
• Completing 100% of account reviews assigned to you each week. This includes reviewing potential discounts and coverage gaps
• Provide outstanding inbound service on claims, billing questions and endorsements
• Work to manage client’s expectations
• Follow up via phone or email with clients as required

Requirements:

• 2+ years of personal lines account management experience
• Nurturing personality, patience, polite and enjoys servicing and helping customers
• Proficient in MS Office, specifically Excel, Word and Outlook.
• Excellent oral and written communication skills.
• Organized and able to work efficiently and independently

Compensation : Competitive Salary, Benefits, Education Reimbursement and unique vacation allotment.

DGA Careers has been proudly serving the Canadian insurance industry for over 30 years, specializing in providing insurance recruiting services to major insurers, insurance brokerage firms and independent adjusting firms. With offices in Toronto, Vancouver, Montreal, Edmonton, and Calgary, DGA Careers is well positioned to conduct searches with a national scope. Our unrivalled professional network across Canada provides us with the ability to reach vital key influencers and passive candidates nationally.

Interested candidates please contactMaurice Reichbergat 416-868-6711 x.232 or forward your resume in confidence [e-mail] . If you are working with another DGA recruiter, feel free to ask them about this position.