Personal Lines Account Manager

4 weeks ago

Canada Oraclerms Full time

Whitby Southeast, Canada | Posted on 07/20/2023

At Oracle RMS we specialize in tailoring a plan around you and your specific needs. While one-size-fits-all policies may be effective for some other insurance providers, we see you as much more than just a policy number. We understand that your business is unique and has particular coverage needs. That’s why we want to provide you with a different kind of insurance plan; one that is exactly what you are looking for regarding coverage and not just what would be best for us to sell you.

Job Description

Want to be part of one of the Top 10 Insurance Brokerages in Canada? Looking for a role that will help you grow and advance your career? At Oracle RMS, we are a fun, energetic and fast-paced insurance brokerage growing with a need to fill new roles within the Oracle RMS family. Our unique culture encourages employees to enroll in higher education, webinars and training for professional growth and qualify for more advanced positions in the company. We have a flexible work environment and offer a strong benefits and vacation package. We are looking for applicants that have a strong work ethic, communication skills, highly motivated and detail oriented with excellent computer skills and proficiency in Microsoft Office.

Primary Duties

  • Develop and maintain positive client relations

  • Positive demeanor and outlook when it comes to customer management and service
  • Collaborate with our Underwriters daily and maintain a strong and positive relationship
  • Review property appraisals reports and identify recommendations
  • E-Docs/Renewal lists – review and handle accordingly
  • Manage client policy renewals as well as re-market existing clients when necessary
  • Process outstanding payments and banking information changes
  • Transact and Invoice Agency Bill Policy
  • Follow up on abeyances on a daily basis
  • Quote policy changes through CQ and company portals
  • Assist and Account Executives with renewals, policy changes and new business
  • Ability to problem solve and use appropriate judgment when assessing a risk or issue

Salary will be commensurate with experience. We thank all applicants but only those being considered will be contacted.

Oracle RMS is an equal opportunity employer, we welcome applications from qualified individuals from all backgrounds. Persons who require accommodation during the recruitment process may indicate so on their application.

Persons who require accommodation during the recruitment process may indicate such upon applying.

Job Type: Full-time

Salary: From $45,000.00 per year

Schedule:

  • Monday to Friday
Requirements
  • Must have a Registered Insurance Brokers of Ontario license in good standing (RIBO)- CIP or CAIB certification is an asset

  • Sound knowledge of the insurance industry, policies and products
  • 1 to 2 years’ experience as a Personal Lines Account Manager/CSR/TSR
  • Excellent Customer Service, Communication and Computer skills with Microsoft Office experience.
  • Ability to work as a team and work well under pressure
  • Superior organizational, verbal and written communication skills
  • Knowledge of Power Broker and Applied Rating (Compu-Quote) is an asset
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