Personal Lines Account manager - 9375

DGA Careers Inc.; Barrie; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading insurance brokerage in Ontario is looking for a Personal Lines Account Manager to provide excellent client service and manage a book of clients. The role requires a minimum of 2 years' experience in account management and a valid RIBO license. Responsibilities include conducting account reviews, generating referrals, and assisting clients with their policies. Competitive salary along with benefits and educational reimbursement offered.

Benefits

Competitive Salary

Benefits

Education Reimbursement

Unique vacation allotment

Qualifications

• 2+ years of personal lines account management experience required.
• RIBO license in good standing is essential.
• Excellent customer relationship skills necessary.

Responsibilities

• Conduct timely account reviews and client servicing.
• Generate referrals and additional revenue through enhanced coverage.
• Provide outstanding service on claims and billing questions.

Skills

Personal lines account management experience

RIBO license

Customer relationship skills

MS Office proficiency

Excellent communication skills

Organizational skills

Job description

Overview

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

Position : Personal Lines Account Manager

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
• RIBO license in good standing
• 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.
• Excellent customer relationship skills
• Organized and able to work efficiently and independently

Compensation

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.