Personal Lines Account Manager - IW-9812

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

Job summary

A reputable brokerage in Metro Vancouver is seeking a Personal Lines Account Manager to manage a diverse client portfolio and deliver exceptional customer service. The role requires a Level 2 licence and at least 3 years of experience in the industry. The successful candidate will work in a full-time, in-office position with a positive team culture and no evening or weekend shifts.

Qualifications

• 3+ years’ experience in Auto/Personal Lines.
• Ability to communicate technical information clearly.
• Experience with handling VIP/high net worth clients.

Responsibilities

• Manage personal lines book including invoicing and renewals.
• Service autoplan and fleet accounts.
• Handle client inquiries and provide post-sales support.

Skills

Customer service

Time management

Communication

Team player

Education

Level 2 licence

CAIB, CIP, CIP Partial Completion

Tools

Epic

Job description

Personal Lines Account Manager - IW-9812

Date of modification:

Job number: IW-9812

Detail

Job title: Personal Lines Account Manager

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

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 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

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.

Information

• Job Type: Full-Time
• Education: CAIB, CIP, CIP Partial Completion, Insurance License Level II
• Expertise: Account Management , Customer Service , Customer Service - Personal , Broker-Personal
• Minimum experience required: 3 to 4 Years