Personal Lines Account Manager

3 weeks ago


Spruce Grove, Canada Spruceland Insurance Brokers Full time

**Company description**

Spruceland Insurance has been proudly serving the tri community and Albertans for over 40 years. We are an independently owned and operated brokerage with a strong focus on team atmosphere and customer service.

**Job description**:

- **Personal Lines Account Manager**_

**Responsibilities**:

- ∙ Responsible for day to day inquiries with respect to the client insurance needs or questions;
- Advocates on behalf of clients claims with the insurance company;
- ∙Marketing clients insurance to the appropriate markets to help secure the best product, coverage and price;
- ∙Insurer specific online portal entry - Renewals, change endorsements & new business
- ∙Renewals - responsible for tracking and reviewing client renewals to ensure that proper coverage
- Incidental new business quotations in a timely and professional manner

**Characteristics**:

- A service professional, with a strong focus on personal and professional growth within the insurance industry;
- Ability to adapt to new work flows and operations;
- Provide prompt and industry leading customer service to new and current clients;
- ∙Establish and maintain positive working relationships with both clients and peers
- ∙ Work effectively to set goals, resolve problems and make decisions that enhance productivity and effectiveness;
- ∙ Ability to prioritize daily activities and solve work related problems;
- ∙ Anticipate, understand and respond to the needs of clients;
- ∙ Comply with company policies and procedures;
- Want to be part of a team and involved in the community

**Qualifications**:

- ∙ 1-3+ Years’ experience as a personal lines customer service agent or similar
- ∙ Level 1 General License is required - Level 2 is an asset
- ∙ Computer Proficiency in TAM, Microsoft Office and company portals
- ∙ Understand AIC, IIBAA and other regulatory board expectations and regulations
- ∙ Knowledge of Personal Underwriting and understanding of insurance markets
- ∙ Understanding of various insurance products and company wordings
- ∙ Proven ability to provide excellent customer service.
- ∙ Proven ability to deal with difficult situations.
- ∙ High degree of organizational skills

**Benefits**:

- Extended health care
- Dental care
- Life insurance
- Wellness programs
- On-site parking

**Salary**: $50,000.00-$65,000.00 per year

**Benefits**:

- Dental care
- Extended health care
- Vision care

Schedule:

- Monday to Friday

Application question(s):

- Do you have your level 1 general insurance license?

Work Location: In person



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