Personal Lines Account Manager
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We are seeking a Personal Lines Account Manager who excels in providing comprehensive client service. In this role, you will manage a portfolio of accounts and support clients with their personal insurance needs. You will be a key point of contact, ensuring client retention through expert advice and efficient policy management.
Key Responsibilities
- Expert Client Service: Deliver comprehensive, professional service to a diverse portfolio of personal lines clients.
- Portfolio Management: Manage renewals, process endorsements, and handle account inquiries with precision.
- Risk Assessment: Evaluate client needs and risk exposures to recommend tailored insurance solutions.
- Claims Support: Confidently guide clients through the claims process, acting as a supportive advocate.
- Collaboration: Work closely with producers, insurance partners, and internal teams to ensure seamless service.
- Documentation: Prepare insurance applications, proposals, and accurate policy documentation.
Requirements & Qualifications
- Licensing: Active RIBO license in good standing is required.
- Experience: 3+ years of experience within a Personal Lines brokerage environment.
- Technical Skills: Proficiency in Microsoft Office (Word and Excel).
- Experience with EPIC, Compu-Quote, and various broker portals is considered a strong asset.
- Interpersonal Skills: A collaborative team player with a strong work ethic.
- Excellent communication, presentation, and negotiation skills.
- Strong commitment to professionalism and high service standards.
Why Join Us? (Benefits)
- Compensation: $50,000 – $100,000 per year + commission incentives and potential performance-based bonuses + Matching Group RRSP contributions.
- Work-Life Balance: Hybrid work flexibility and two paid personal days each year.
- Health & Wellness: Comprehensive group health benefits including an Employee Family Assistance Program (EFAP).
- Professional Growth: Reimbursement for professional membership fees (RIBO, IBAO, IIC) and ongoing educational support.
- Commuter Perks: Free parking and professional office space.
Additional Information
- Hours: 35 hours per week.
- Work Environment: Professional, engaging, and collaborative.
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