Personal Lines Account Manager - Insurance

JobsMedia.io; North Bay; Presencial; CAD 55 000 - 85 000; Tempo integral

Resumo da oferta

Hello World Recruitment in North Bay, ON is seeking a Personal Lines Account Manager to join a fast-growing brokerage team. You will manage a book of personal lines business, drive growth, and maintain strong client relationships in a collaborative environment.

Ideal candidates have 3-5 years of experience in personal insurance account management, proficiency with brokerage systems, and solid knowledge of insurance carriers. Strong communication and organizational skills are essential.

Qualificações

• Minimum 3-5 years of experience in personal insurance account management.
• Experience with brokerage management systems.
• Strong knowledge of insurance carriers.
• Excellent interpersonal, communication, and organizational skills.
• Proficient in MS Outlook, Excel, and Word.

Responsabilidades

• Provide client service and support via phone, email, and fax, ensuring high service levels.
• Review renewals, provide quotes, and remarket policies to keep the portfolio competitive.
• Identify and act on cross-sell and up-sell opportunities to grow accounts.
• Handle endorsements, renewals, and claims with documentation through EPIC and portals.

Conhecimentos

Personal insurance

Account management

Client service

Communication

MS Office

Ferramentas

EPIC

Brokerage management systems

Descrição da oferta de emprego

At Hello World Recruitment, we specialize in identifying and offering top-tier Insurance Broker opportunities across North America.

We’re looking for a Personal Lines Account Manager to join an a fast-growing team with a brokerage in North Bay, ON. This role will be responsible for managing a book of personal lines business, helping to drive growth while maintaining strong relationships with existing clients.

3 Reasons To Apply

• Join a reputable brokerage that values personal growth and offers career development opportunities.
• Competitive compensation package with benefits, RRSP matching, and more.
• Fun team environment close-knit team that understands the need for opportunites to have fun.

Responsibilities

• Client Service & Support: Respond quickly and professionally to telephone, email, and fax inquiries while ensuring the highest level of service.
• Account Management: Review renewals, provide quotes, and remarket policies as necessary to keep the portfolio competitive.
• Cross-Selling & Up-Selling: Identify and act on opportunities to cross-sell and up-sell products to maximize account growth.
• Claims & Endorsements: Handle endorsements, renewals, and claims, ensuring all necessary documentation is processed through EPIC and company portals.

Desired Skills

• Minimum 3-5 years of experience in personal insurance account management.
• Experience wiht brokerage management systems.
• Strong knowledge of insurance carriers.
• Excellent interpersonal, communication, and organizational skills.
• Proficient in MS Outlook, Excel, and Word.