Personal Lines High Networth Account Manager

4 weeks ago


Canada Oraclerms Full time
Personal Lines High Networth Account Manager

Want to be part of one of the Top 10Insurance Brokerages in Canada? Looking for a role that will help you grow andadvance your career? At Oracle RMS, we are a fun, energetic and fast-pacedinsurance brokerage growing with a need to fill new roles within the Oracle RMSfamily. Our unique culture encourages employees to enroll in higher education,webinars and training for professional growth and qualify for more advancedpositions in the company. We have a flexible work environment and offer astrong benefits and vacation package. We are looking for Personal Lines HighNet Worth Account Manager that has a strong work ethic, excellent team communicationskills, is highly motivated and detail oriented.

Primary Duties

  • Respond to all client inquiries in atimely manner
  • Review, analyze and counsel coverages,identifying any discrepancies on book of business
  • Process and/or review all transactions
  • Manage client policy renewals as wellas re-market existing clients
  • Cross-sell/upgrade existing coverageand/or present additional coverages as needed
  • Evaluate policy coverage terms andlimits relative to client needs and risk profile
  • Manage and service books of businessfor VIP clients with “white glove” service
  • Maintain professional relationshipswith clients and underwriters
Requirements
  • RIBO Licensed
  • Working towards or have CIP or CAIB
  • Experience with high net worth insurance carriers such as Chubb, Intact Prestiage, Aviva Ovation and Northbridge Onyx
  • 5-7 years’ experience in Personal Lines, includedclient facing and knowledge in high net worth carriers
  • 3+ years’ experience in managing and servicing aHigh Net Worth Personal Lines book of business
  • Strong organizational skills and attention to detail
  • Positive attitude with outstanding interpersonal andcommunication (oral & written) skills
  • Must be able to work in office or a hybrid workmodel

At Oracle RMS, weoffer a robust benefits and vacation package that covers

  • VisionCare
  • DisabilityInsurance
  • ExtendedHealth Care

Other excitingperks Oracle RMS has to offer,

  • EmployeeReferral Program
  • CompanyEvents
  • Companyprovided snacks/fruit/coffee/tea

Salary will becommensurate with experience. We thank all applicants but only those beingconsidered will be contacted.

Oracle RMS is anequal opportunity employer, we welcome applications from qualified individualsfrom all backgrounds. Persons who require accommodation during therecruitment process may contact careers@oraclerms.com to make a request.

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