Insurance Broker Account Manager

7 days ago

Oakville, Canada Levitt Insurance Brokers Full time

Imagine working from home and making 6 figures as an insurance broker. Wow You'll be working for an exciting, entrepreneurial, forward-thinking insurance brokerage. In the past 7 years, we’ve seen sustained growth, and have become an online digital brokerage.

This is a full Account Manager role in our Personal Lines team. You will be servicing a book of business with the objective to retain and grow it. You will enjoy our team meetings, growth sessions and ongoing training classes so you can learn more, earn more, and contribute your ideas to the rest of the team.

Your work will focus on 2 main lines of business: property insurance and auto insurance. There could be exposure to commercial insurance in the future.

This is the perfect move if you are looking for career growth and think you have what it takes to manage a book of business. This role is for an already established broker that is looking for new challenges or the opportunity to earn more. We offer a culture not traditionally seen in a brokerage, with work form home, growth opportunities, office perks, benefits and much more.

**Primary responsibilities include**:

- Manage a book of business - renewals, endorsements, provide expert advice, prepare insurance quotes and sell, upsell and/or cross sell insurance policies, get referrals to help grow the portfolio
- Understand insurance companies’ portals including: Intact, Aviva, Economical (Definity), Travelers, Chieftain, Pembridge, Echelon, Pafco, Jevco among others.
- Accurately read and interpret MVR, Autoplus and HITS reports
- Provide an exceptional customer experience at every interaction
- Deliver on special projects meant to help our growth, help implement new systems and tools etc.
- Be enthusiastic and curious when dealing with people and helping them get what they need
- Be willing to learn and complete the training programs

**You Need**:

- A RIBO license. CAIB and/or CIP is a bonus
- Min 5 years of experience as a broker
- University or College degree
- Willingness to learn and improve - we are a learning organization
- Proficient in Microsoft Outlook, Word and Excel
- Strong time management skills and attention to detail
- Excellent organizational, interpersonal, written, and oral communication skills
- Enthusiasm dealing with customers

**About Us**:
We have been around for over 30 years. We received various awards including the **Consumer Choice Award in 2021.** In 2018 we received the **Insurance Brokerage of the Year Award **by Insurance Business Canada for our category and were a Finalist in the **Excellence in Customer Service Award**. In 2017 we received the **CSIO Technology Leader Award**

We are an ideal brokerage for insurance brokers that are focused on developing a career, not just looking for a job.

We are looking for competitive team players that want to be part of, and contribute to, a winning organization.

Can you help us achieve 10x growth in the next few years? Let’s talk.

If you think this opportunity is not for you, but you know of someone that might be interested, please share in your circles.

**Job Types**: Full-time, Permanent

**Salary**: $48,000.00-$60,000.00 per year

**Salary**: $45,000.00-$60,000.00 per year

Additional pay:

- Bonus pay
- Commission pay

Schedule:

- 8 hour shift
- Monday to Friday

**Experience**:

- Insurance Broker: 5 years (preferred)

Licence/Certification:

- RIBO (required)

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