Personal Lines Account Manager

4 weeks ago


Whitby, Canada Oracle RMS Insurance Risk Management Services Inc. Full time

OverviewJoin to apply for the Personal Lines Account Manager role at Oracle RMS Insurance Risk Management Services Inc.Want to be part of one of the Top 10 Insurance Brokerages in Canada? Oracle RMS is a fun, energetic and fast-paced insurance brokerage committed to the growth and development of its employees through education, webinars, training, and opportunities for advancement. Oracle RMS is Great Places To Work certified.In This Role You Will Be Responsible ForDevelop and maintain positive client relationsProvide a positive demeanor and outlook in customer management and serviceCollaborate with Underwriters daily and maintain strong, positive relationshipsReview property appraisal reports and identify recommendationsManage E-Docs/Renewal lists and handle accordinglyManage client policy renewals and re-market existing clients when necessaryProcess outstanding payments and banking information changesTransact and Invoice Agency Bill PolicyFollow up on abeyances dailyQuote policy changes through CQ and company portalAssist Account Executives with renewals, policy changes and new businessAbility to problem solve and use appropriate judgment when assessing a risk or issue QualificationsMust have a Registered Insurance Brokers of Ontario license in good standing (RIBO) - CIP or CAIB certification is an assetSound knowledge of the insurance industry, policies and products1 to 2 years’ experience as a Personal Lines Account Manager/CSR/TSRExcellent customer service, communication and computer skills with Microsoft Office experienceAbility to work as a team and work well under pressureSuperior organizational, verbal and written communication skillsKnowledge of Power Broker, Acturis and Applied Rating (Compa-Quote) is an asset BenefitsMedical BenefitsDental CareVision CareDisability InsuranceExtended Health CareRRSP Matching Program Oracle RMS fosters a vibrant and supportive company culture with a dynamic environment where employees can thrive professionally and personally. The company hosts events throughout the year and offers benefits including RRSP matching, Employee Assistance Program (EAP), tuition reimbursement, and access to an onsite gym. Salary will be commensurate with experience. Oracle RMS is an equal opportunity employer; qualified individuals from all backgrounds are encouraged to apply. Persons who require accommodation during the recruitment process may indicate so on their application. Seniority levelEntry level Employment typeFull-time Job functionSales and Business Development IndustriesInsurance #J-18808-Ljbffr



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