Personal Lines Account Manager 9854

DGA Careers; Coquitlam; On-site; CAD 60,000 - 80,000; Full time

Job summary

A reputable brokerage in Downtown Vancouver seeks a Broker to manage personal lines and provide excellent customer service. The ideal candidate will have a Level 2 licence and at least 3 years of experience in the insurance industry. Responsibilities include managing high net worth clients and performing ICBC-related tasks. This is a full-time office position with no evening or weekend shifts.

Qualifications

• 3+ years of industry experience in Auto/Personal Lines.
• Comfort dealing with affluent individuals.
• Attention to detail is essential.

Responsibilities

• Manage personal lines book and service high net worth clients.
• Provide post-sales customer service and respond to client inquiries.
• Conduct ICBC inventory control, batching, and reconciliations.

Skills

Exceptional customer service skills

Strong written and oral communication

Time management

Organizational skills

Education

Level 2 licence

Tools

Epic

Job description

Job Description

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

This would be best suited for someone who thrives on giving great customer service to long standing clientele and a team player who rolls 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
• General office duties, ordering supplies, send / receive mail, etc.

Qualifications

• Level 2 licence
• 3+ years’ industry experience : Auto / Personal Lines capacity
• General knowledge and use of Epic
• Exceptional customer service skills
• Strong and clear written and oral communication - ability to deliver technical information
• Confident and comfort 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
• Attention to detail

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.