Personal Lines Account Manager
My Insurance Recruiter Inc
Location
Concord, ON | Canada
Job description
Our Client in Concord is looking for a Personal Lines Account Manager to join their team.
This brokerage has a great culture, it is a family run, traditional, flexible and a non stressful place to work. Staff enjoy coming to work and stay longterm.
This position is a contract for 3 months with the opportunity to lead to a full time role.
Key responsibilities for this position include:
- Manage a portfolio of existing House account business.
- Provide full service to allocated portfolio, this includes but is not limited to: Re-markets, Payments and Policy change requests.
- Gathering and assessing background information on new personal auto and property applications
- Detailed analysis of MVR and AutoPlus reports.
- Review client accounts on an annual basis and make decisions on the best course of action to be taken.
- Contacting and working with various company underwriters
- Up-sell/cross sell coverages on existing policies (such as optional accident benefits, valuable articles, existing mono-line cross sell, etc.)
- Maintain complete and accurate client activity notes in Power Broker
- Claims counselling
Required:
3 to 5 years experience as a personal lines broker.
Experience with TAM is an asset.
RIBO license is required.
Contact me for more information:
[email protected]
Job tags
Salary
