Personal Lines Account manager - 9375 - IW-9375

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

Job summary

A brokerage firm is looking for a Personal Lines Account Manager to provide extraordinary service and manage client accounts remotely. The ideal candidate has over 2 years of experience in account management and excels in client communication and relationship building. Compensation includes a competitive salary, benefits, and unique vacation allotment.

Benefits

Competitive Salary

Benefits

Education Reimbursement

Unique vacation allotment

Qualifications

• 2+ years of personal lines account management experience.
• Nurturing personality and patience in customer service.
• Excellent oral and written communication skills.

Responsibilities

• Make sure all account reviews are done on time.
• Manage client’s expectations effectively.
• Follow up with clients via phone or email.

Skills

Client relationship management

Customer service

Communication skills

Proficiency in MS Office

Job description

Personal Lines Account Manager

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.

We are an equal opportunities employer and welcome applications from all qualified candidates.