Personal Lines Account Manager
Location
North York, ON | Canada
Job description
POSITION OVERVIEW :
Paisley Partners is hiring a Personal Insurance Account Manager and will report to the Personal Lines Team Lead - Servicing. The successful incumbent will be responsible for achieving business growth on an existing book of business and retaining an existing book of business.
RESPONSIBILITIES :
- Respond promptly to telephone, email and fax inquiries, ensuring a high level of service is maintained
- Renewal review, recommendations, comparison quotes and re-market when needed
- Total account sales awareness, cross sell and up sell as much as possible
- Action all renewals, endorsements and claims
- Process change requests on EPIC/company portals, when needed
- Review and invoice all endorsements (and renewals, if necessary)
- Issue in-house endorsements and new business on company portals, when needed
- Release renewals after making appropriate changes, when needed
- Scan and attach documents to EPIC
- Quote cross sells and up sell as much as possible
- Issue pink slips when needed in addition to completing miscellaneous duties as assigned
- Prepare new business documents to be sent for signatures, etc.
- Report order: MVR, Autoplus, HITS
- Support other members of the team when needed
REQUIREMENTS :
- Minimum 5 years insurance experience. 3 years preferred in VIP space
- EPIC brokerage system experience
- R.I.B.O and C.I.P designation required as well as C.A.I.B or at minimum working towards the designation
- Strong knowledge of insurance carriers
- Superb interpersonal, communication, and effective problem solving skills
- Ability to be a self-starter with strong written and oral communication skills as well as organizational skills
- Advanced skills in MS Outlook, Excel, Word
Paisley Partners is actively committed to support diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply. We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs.
Requirements:
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