Personal Lines Account Manager

5 months ago

Vaughan, Canada LYON & BUTLER INSURANCE BROKERS LTD Full time

**WORK FOR A FORWARD THINKING EMPLOYER THAT PROVIDES**:

- Great learning and growth opportunities
- Work
- life balance with informal flexibility on working hours
- Social and industry related events
- A progressive and team based culture

**KEY EMPLOYEE BENEFITS**:

- Competitive compensation and Benefits Package
- Professional Development Courses and Designations
- Opportunity to work with an experienced and respected team of insurance professionals

**POSITION OVERVIEW**:
**RESPONSIBILITIES**:

- Responsible for managing and assigned book of business; working efficiently and professionally with both producers and clients
- Build client relationships with ability to identify their needs and mitigate risks
- Accountable to meet business retention goals
- Prepare renewals and remarkets of existing business 90 days in advance of expiry date or if applicable sooner
- Collaborate and communicate with producers, man agers and relevant team members to create support plans for clients
- Process change requests in EPIC and on company portals
- Servicing clients from start to finish in terms of renewals, policy changes, certificate requests, payments, billing, claims and cancellations
- Manage documentation and maintain all information stored within our EPIC broker management system
- Continuously improve your technical and market knowledge through ongoing training & networking
- Maintain a strong work ethic with a total commitment to success each and every day
- Other duties as required to meet team objectives

**REQUIREMENTS**:

- Minimum 2+ years insurance experience
- R.I.B.O designation required; C.A.I.B or CIP would be an asset
- Professional level understanding of policy wordings and coverages
- Experience in customer service and/or client relationship management
- Attention to detail, time management and a professional demeanor
- Skills in Outlook, Excel, and Microsoft word.
- Experience with EPIC as a broker management system is a bonus
- Ability to work as a team to accomplish mutual goals
- Lyon & Butler is actively committed to support diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply. We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs._

**Job Type**: Fixed term contract

**Benefits**:

- Dental care
- Extended health care
- Life insurance
- Paid time off
- Tuition reimbursement

Schedule:

- Monday to Friday

Work Location: In person

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