Insurance Broker

4 weeks ago

Owen Sound, Canada Collectivfide Insurance Brokers Inc. Full time

Miller Insurance Brokers is a mid-sized brokerage proudly serving our communities from seven locations across Ontario. We treat our employees like family, working hard together while taking the time to celebrate our successes. Our mission, vision, and values center on integrity, teamwork, and exceptional client service.We are seeking a full-time Account Manager Personal Lines to join our growing team in our Owen Sound Office. The ideal candidate is highly organized, detail-oriented, and thrives in a collaborative environment. You will be responsible for managing client relationships, processing policy changes, and ensuring superior service delivery in alignment with company values and standards.ResponsibilitiesQuote and drive new business, following the Miller Insurance new business procedureProvides advice to clients on insurance matters, products and coveragesCompletes and submits applications with timely follow up to ensure quotations and policies are received, and where possible, acceptedConsistently completes and reviews coverage, identifying additional coverage and cross-sale opportunities, with existing clients well in advance of renewal dates, in support of longer-term client retentionPrepares summaries of insurance, and related schedules and proposals, ensuring a highly professional client presentation as neededProcesses changes with follow up on policy change requests from clientsHandles customer inquiries through appropriate communications approaches, aimed at building trust, and ensuring that the customer always feels highly valuedAssist clients in submitting first reports of a claim, facilitating a prompt and appropriate response, following up on the claim’s status, and keeping the client informed according to Miller Insurance proceduresDetermines reasons for requests for cancellations; acts to save accountsEnsures all policies issued are compliant, according to applicable insurer and regulatory requirements, and Miller Insurance procedural guidelines and documented requirementsInput, or ensure proper submission for input, accurate file documentation and sufficient notes in the BMS (EPIC), per Miller Insurance standardsComply with all Miller Insurance procedural standards for new business, policy changes and cancellations, reducing errors and omissions risk in the processManages day-to-day workflow, setting appropriate priorities to deliver the timely and accurate processing of transactions and related responsibilities, in furtherance of delivering excellent customer serviceKeeps informed regarding industry information, Miller Insurance adopted new product and coverage details, relevant insurance related legislation, and in-use technological applications to continuously improve knowledge and professional performanceQualificationsMust be RIBO licensed.Minimum 1 year Personal Lines Broker experienceProven track record servicing an assigned book of business.Remain current and develop expertise in assigned markets, staying open to new market opportunities.We are committed to providing accommodations and to achieving a barrier-free workplace for individuals with disabilities. Should you require an accommodation to participate in our recruitment process, we will support you by considering your individual accessibility needs and work together on a solution. #J-18808-Ljbffr

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