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Personal Line Account Manager

4 months ago

Golden Horseshoe, Canada Addie Staffing (Addy Global Solutions) Full time

Important Note: Apply only if you have valid work authorization in Canada. The Client will not provide any visa sponsorship.

Opportunity: One of our Insurance clients based out in North York, ON is looking for a "Personal Lines Account Manager" for a fulltime opportunity.

Position: Personal Lines Account Manager

Client: Insurance Client

Location: North York, ON

Position overview:

Our insurance client is hiring a Personal Insurance Account Manager and will report to a Team Lead - Personal Insurance. The successful incumbent will be responsible for achieving business growth on an existing book of business and retaining an existing book of business.

Responsibilities:

• Respond promptly to telephone, email and fax enquiries, ensuring a high level of service is maintained

• Renewal review, recommendations, comparison quotes and remarket when needed

• Total account sales awareness, cross sell and up sell as much as possible

• Action all renewals, endorsements and claims

• Process changes requests on EPIC/company portals, when needed

• Review and invoice all endorsements (and renewals, if necessary)

• Issue in-house endorsements and new business on company portals, when needed

• Release renewals after making appropriate changes, when needed

• Scan and attach documents to EPIC

• Quote New Business, cross sells and up sell as much as possible

• Issue pink slips when needed in addition to completing miscellaneous duties as assigned

• Prepare new business documents to be sent for signatures, etc.

• Support other members of the team when needed

Requirements:

• Minimum 5 years insurance experience

• RIBO and CIP designation required as well as CAIB or at minimum working towards the designation

• Strong knowledge of insurance carriers

• Superb interpersonal, communication, and effective problem-solving skills

• Ability to be a self-starter with strong written and oral communication skills as well as organizational skills

• Advanced skills in MS Outlook, Excel, Word

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