Personal Lines Account Manager

Location

Ajax, ON | Canada

Job description

Our client is looking for an experienced, enthusiastic and motivated individual to join our growing team! The ideal candidate would have a minimum of two years’ experience working in the insurance industry and has a passion for deliving extraordinary service.

Key responsibilities:
To provide an extraordinary customer experience by offering a wide variety of insurance solutions, customer service and creating a best in class customer experience that results in retention and referrals..

Duties:

• Provide ongoing friendly Customer Service, advising on insurance matters, assessing needs, recommending solutions, answering inquiries
• Ensuring clients fully understand policy coverage and exclusions through clear and concise communication
• Retaining existing clientele through extraordinary service levels, remarketing of renewals to alternate insurance companies, ensuring mono-line accounts are solicited for the other line and directed to New Business Account Managers
• Ensure the quality of business renewed or re-written meets guidelines
• Referral of prospects to Financial for cross sell opportunities
• Reporting new claims and suspending follow up claims management per protocol to Claims Coordinator always showing empathy
• Processing policy changes on company portals, suspending follow up to In House Underwriter for review and proactively communicating billing changes to clients
• Responsible for pulling all reports, after obtaining required consents and documenting file

Personal Attributes:

• Strong understanding of insurance wordings
• Strong Customer Service Skills including effective listening and people skills
• Strong written and oral communication skills
• Strong organizational and time management skills
• Strong computer skills, MS Word, Excel ,Outlook, CQ, Sig, Blue Butler and company portals
• Effective listening and people skills
• The ability to work in a fast paced environment
• Attention to detail imperative to eliminate any errors or omissions
• Ability to work under pressure and multi-task
• Strong ability to problem-solve difficult situations and provide solutions
• Coachable

Education and Experience:

• Minimum 1-2 years experience in the insurance industry
• SIG experience an asset
• CIP or CAIB designation or working toward this designation an asset
• RIBO licence an asset

What’s in it for you?

• The opportunity to be part of a successful and growing company with a great culture
• The chance to grow professional and make a difference
• The opportunity to work close to home
• Contribute to a high performing team in a collaborative environment
• Comprehensive compensation and benefits package

Job tags

Salary