Personal Lines Account Manager (Retail).

Job Born; Ajax; On-site; CAD 55,000 - 75,000; Full time

Job summary

A professional recruitment agency is seeking a Personal Lines Account Manager responsible for managing client accounts, handling renewals, and providing insurance advice. The role requires a RIBO License, at least 3 years of experience in insurance, and excellent communication skills. Join the team to enhance client satisfaction and drive sales through exceptional service.

Qualifications

• Must possess RIBO License.
• 3+ years experience as a Personal Lines Account Manager.
• Excellent verbal and written communication skills required.

Responsibilities

• Manage the renewal process for existing clients including proposals.
• Prepare documentation and issue insurance certificates.
• Advise on insurance matters and recommend coverage.

Skills

Managing multiple deadlines

Strong command of the English language

Effective communication skills

Education

RIBO License

3+ years insurance experience

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

SigXP or BMS

Job description

Summary

As a member of the Personal Lines team the Personal Lines Account Manager is responsible for the day-to-day servicing of a book of business including renewals, new business, policy changes, and customer communication. The ability to work in a team environment is critical, as well as the ability to display initiative and independent judgment in the execution of job functions.

Essential Job Functions

• Managing the renewal process for existing clients including preparing renewal proposals and binders.
• Preparing appropriate documentation, completing applications for new customers, and issuing insurance certificates.
• Advising on insurance matters and recommending appropriate coverage.
• Manage accounts receivable for agency bill policies.
• Submit and following up on claims.
• Communicate with underwriters to discuss and negotiate policy terms for purposes of new business quotations, renewals, and endorsements.
• Maintaining an up-to-date knowledge of company underwriting guidelines.
• Providing outstanding client service in a professional manner at all times.
• Generating increased sales by cross selling all other insurance requirements

Knowledge / Skills / Abilities

• Adept at managing multiple deadlines and setting priorities
• Strong command of the English language
• Communication skills necessary to provide information in a courteous and comprehensible fashion (oral and written)
• Knowledge of company policies and procedures.

Qualifications

• RIBO License
• 3+ years insurance experience as a Personal Lines Account Manager
• Microsoft, Word, Excel, Outlook, SigXP or BMS.
• Excellent verbal and written communication skills
• Proven interpersonal skills and ability to collaborate with team members for problem-solving.
• Solid understanding of policy wordings / coverages
• CAIB / CIP or CRM would be an asset

Michael Kamer

JOB-BORN Executive Search Inc.