Personal Lines Insurance Broker

6 days ago

Hamilton, Canada Mitchell and Abbott Insurance Brokers Full time

**POSITION OVERVIEW**:
The Mitchell and Abbott Group, a Navacord Company, is hiring a Personal Lines Account Manager. The successful incumbent will be responsible for the full end to end customer experience cycle; servicing the client with their insurance needs from the moment they call and inquire to binding coverage accurately and professionally.

**RESPONSIBILITIES**:

- Renewal review, recommendations, comparison quotes and remarket when needed
- Prepare and mail appropriate renewal letters highlighting any missing coverage
- Handle any cancellations in accordance with our procedures.
- Invoice endorsements, cancellations and rewrites
- Total account sales awareness, cross sell and up sell as much as possible
- Action all renewals, endorsements and claims
- Process change requests on company portals, when needed
- Review and invoice all endorsements (and renewals, if necessary)
- Issue in-house endorsements and new business on company portals, when needed
- Release renewals after making appropriate changes, when needed
- Scan, record all conversations, and attach documents to our client management system
- Quote cross sells and up sell as much as possible
- Issue pink slips when needed in addition to completing miscellaneous duties as assigned
- Prepare new business documents to be sent for signatures, etc.
- Report order: MVR, Autoplus, HITS
- Support other members of the team when needed
- Prepare new business documents to be sent for signatures on any new business written and provide binder of insurance, certificates of Insurance to mortgagee, lawyer dealership as required and issue pink slips

**REQUIREMENTS**:

- Minimum 3 years personal insurance experience
- Individual needs to be able to work in a hybrid setting (2 days in the office)
- R.I.B.O is required and preferably working towards CIP or CAIB designation
- Client development / relationship management experience
- Superb interpersonal skills, presentation skills and attention to detail
- Self-starter with strong written and oral communication skills in addition to strong organizational skills
- Proficiency in Outlook, and Word
- Mitchell and Abbott Group 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._

Schedule:

- Monday to Friday

Work Location: One location

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