Personal Lines Account manager - 9375 - IW-9375

DGA Careers; Barrie; Remote; CAD 50,000 - 70,000; Full time

Job summary

A unique brokerage is seeking a RIBO licensed Personal Lines Account Manager. This remote position in Ontario involves managing client accounts, providing exceptional service, and generating revenue opportunities. The ideal candidate will have a nurturing personality, excellent communication skills, and experience in account management.

Benefits

Competitive Salary

Benefits

Education Reimbursement

Unique vacation allotment

Qualifications

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

Responsibilities

• Manage client accounts and provide outstanding service.
• Process changes and educate clients on policies.
• Generate referrals and opportunities for increased revenue.

Skills

Customer Service

Communication

Organization

Education

RIBO License

Tools

MS Office

Job description

Personal Lines Account Manager - 9375 - IW-9375

Date of modification :

Job number : IW-9375

Detail

Job title : Personal Lines Account Manager - 9375

Location : Barrie, Hamilton, Kingston, Kitchener, London, Markham, Mississauga, Ottawa, Richmond Hill, Toronto, Windsor

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.

Information

• City : Toronto
• Market segment : Property Casualty Insurance
• Job Type : Full-Time
• Education : RIBO
• Minimum experience required : 3 to 4 Years

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Personal Lines Account Manager • Barrie, ON, Canada