Personal Lines Account Manager 9854

DGA Careers; Burnaby; On-site; CAD 55,000 - 75,000; Full time

Job summary

A reputable insurance brokerage in Downtown Vancouver is seeking an experienced Broker to manage personal lines and provide excellent customer service. The ideal candidate has 3+ years in the industry, a Level 2 license, and is a strong communicator. This full-time in-office role offers a chance to work with VIP clients without evening or weekend duties, contributing positively to the team's culture.

Qualifications

• 3+ years' industry experience in Auto/Personal Lines capacity.
• Confident dealing with affluent clients.
• Keen to learn and develop professionally.

Responsibilities

• Manage personal lines book and VIP/high net worth clients.
• ICBC inventory control and reconciliations.
• Post-sales customer service and maintain accurate files.

Skills

Excellent customer service skills

Strong written and oral communication

Time management skills

Organizational skills

Team player attitude

Education

CAIB

CIP

CIP Partial Completion

Insurance License Level II

Tools

Epic

Job description

Overview

An independent, busy and reputable brokerage is looking to add a well-rounded Broker to their team located in Downtown Vancouver. They are seeking an enthusiastic and confident personal lines broker to service their clients. This position will also be the primary contact for ICBC/Autoplan and offers a holistic role within the brokerage.

This opportunity is best suited for someone who delivers excellent customer service to long-standing clientele and is a team player who is willing to roll up their sleeves.

Responsibilities

• ICBC inventory control, batching and reconciliations
• Managing personal lines book which also includes some VIP/high net worth clients
• Invoicing renewals, new business and generating letters
• There will be Autoplan and fleet accounts to service
• Knowledge of travel insurance and selling travel products to clientele
• Retention of personal lines book and providing a high level of service
• Generating quotes, using broker portals and cross-sell/up-sell all lines of insurance
• Post-sales customer service: re-market accounts, process renewals, endorsements
• Respond to client inquiries
• Maintain accurate up-to-date files
• First to telephone. Answer/direct incoming calls in a timely manner

Qualifications

• Level 2 licence
• 3+ years’ industry experience: Auto/Personal Lines capacity
• General knowledge and use of Epic
• Strong and clear written and oral communication — ability to deliver technical information
• Confident and comfortable dealing with affluent individuals
• Exposure to Chubb business is not mandatory but highly regarded
• Excellent time management and organizational skills
• Team player — willing to step in and roll up your sleeves to assist as needed
• Keen to learn

Our client is providing a great opportunity for the successful candidate. They are looking to bring on a team member who will complement their organization and contribute to their positive culture. No evenings or weekends, full-time in-office position.

Education Required

• CAIB
• CIP
• CIP Partial Completion
• Insurance License Level II