P&C Insurance Personal Lines Account Manager – Work from Home

7 days ago


Calgary Toronto Montreal Vancouver Edmonton Old Toronto Ottawa Mississauga Quebec Winnipeg Halifax Saskatoon Burnaby Hamilton Surrey Victoria London Halton Hills Regina Markham Brampton Vaughan Kelowna Laval Southwestern Ontario R, Canada Rise People Full time

Overview P&C Insurance Personal Lines Account Manager – Work from Home. Calgary, AB or Remote. Full-time or part-time. Dec 16, 2022. Responsibilities Be customer focused and respond promptly to inbound leads and questions while working from home Demonstrate effective service skills by providing options for customers to fit their unique insurance needs Effectively communicate by telephone and email to resolve issues, describe programs & services to customers and when appropriate, cross-sell and up-sell other insurance products Conduct a full file review for underwriting quality and risk exposure for each customer contact FPR – First point resolution – able to adhere to all partner systems and underwriting processes Influence customer loyalty through professionalism & courtesy while achieving brokerage standards for key performance indicators on a team & individual basis Obtain/solicit leads and cross-sell other lines of business to assist with customer loyalty Work to improve the broker sales process as you service both leads and customers Qualifications RIBO license required or equivalent in other Provinces Exceptional written and verbal communication skills Strong computer skills including Microsoft Office and adaptable to change Effective use of time management and the ability to be a self-starter Able to work in a fast-paced environment and to multitask Collect relevant information systematically and through probing questions to process inquiries quickly and accurately Solidify customer relationships through retention efforts and follow through on commitments Bilingual in French and English would be a plus Life insurance experience and active license would be a plus Familiarity with CRM software (Salesforce, Hubspot, etc.), marketing (Facebook/Google Ads, SEO, etc.), and design tools (Figma, Photoshop) also a bonus Benefits Competitive rewards package including base compensation, benefits, bonuses Exceptional career development opportunities We’ll support your professional development education and licensing Teamwork Work effectively with team/work group or those outside the formal line of authority (e.g. peers, senior managers) to accomplish organizational goals Develop with colleagues and insurers, recommendations and options to adequately and cost-effectively meet client insurance needs Keep management and others informed appropriately and as required about work status Take actions that respect the needs and contributions of others What will help you succeed We’re looking for team members that have ideas on how to improve our processes, win-rates, and accelerate sales cycles We want team members to be proactive in sharing and implementing new ideas, and to be able to execute quickly There will be plenty of opportunities for those that take ownership of their responsibilities to expand and define their own role #J-18808-Ljbffr



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