Personal Lines Account Manager

7 days ago

Orangeville, Canada BDO Recruitment Services - Canada Full time
About Nicol Insurance

Nicol Insurance is a locally owned and operated insurance brokerage based out of the Owen Sound area with six offices spread out in southwest/southern Ontario. We offer a variety of insurance solutions and pride ourselves on providing exceptional client experiences with every interaction. Our supportive and team-oriented environment encourages a healthy work-life balance, competitive compensation, a comprehensive benefits package, and a culture that celebrates the achievements and well-being of our people.

Position Overview

We are seeking a dynamic, results-driven Personal Lines Account Manager to manage a book of business, combining the responsibilities of both sales and service. In this role, you will be responsible for proactively growing your book of business by acquiring new clients, managing existing client relationships, and ensuring retention. You will handle all aspects of both sales and service, transitioning between generating new business opportunities, conducting renewals, and delivering outstanding customer service.

This position is ideal for someone who is motivated by sales growth, enjoys developing strong client relationships, and takes pride in delivering personalized insurance solutions.
Responsibilities: Sales & Growth
Develop leads and identify opportunities to cross-sell and up-sell insurance products.
Generate new business by proactively contacting potential clients and leveraging referrals and personal connections.
Provide quotes and comparisons for new clients and renewal policies.
Write new policies and ensure that sales targets are met.
Client Relationship Management
Build strong relationships with clients, ensuring a high level of retention and satisfaction.
Manage renewals, ensuring premium accuracy and making necessary adjustments.
Contact clients regarding billing inquiries, renewals, cancellations, and non-sufficient funds (NSF) notifications.
Respond promptly to client inquiries, aiming to resolve issues within 4 business hours.
Service & Compliance
Handle policy changes, endorsements, and updates in a timely fashion.
Ensure all policy documentation is accurate, up to date, and compliant with company policies and procedures.
Conduct monthly audits as required and complete daily/monthly reports, including renewals and transactions.
Collaborate with underwriters to provide necessary documentation and respond to requests.
Qualifications:
High school diploma or GED required; RIBO license preferred (or willingness to obtain).
Prior insurance experience is an asset but not required.
Strong computer proficiency, including Microsoft Office 365 and various insurance management systems (experience with EPIC, Policy Works, and Blue Butler is an asset).
Exceptional customer service and relationship management skills.
Strong communication, both written and verbal.
Detail-oriented with excellent organizational and multitasking abilities.
Proactive, self-motivated, and able to work both independently and as part of a team.
Adaptable and willing to learn new skills on an ongoing basis.
Enthusiastic, professional, and success-oriented with a focus on exceeding client expectations.
Salary & Benefits:
Salary plus bonus
Bi-weekly pay structure
Training opportunities
Strong management support
Flexible hours to accommodate work, life and family balance
Social functions spanning all Nicol Insurance offices

Why Work with Us:

At Nicol Insurance, we go beyond selling insurance products – we provide solutions tailored to our clients’ needs while delivering outstanding client experience. You will have the opportunity to grow within a supportive team structure, be rewarded for your contributions, and enjoy the benefits of working with an industry leader.

If you are motivated, client-focused professional looking to grow your career in insurance, we encourage you to apply and join our team at Nicol Insurance

#NIPLAM

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