Personal Lines Account Manager

2 months ago

Waterloo, Canada Donovan Insurance Brokers Inc. Full time

**About us**

Donovan Insurance Brokers Inc. is a staple business in Waterloo Region, founded in 1969. We are personal, professional and customer focused.

Our work environment includes
- Inclusivity
- Growth opportunities
- Customer focused
- Team based approach
- Work-from-home days

**Job Summary**:
**Responsibilities**:

- MUST be RIBO licensed
- Provide exceptional customer service by following procedures and protocols in a fast paced work environment
- Effective communicator, able to work through situations with clients and co-workers
- Assess personal insurance needs through policy reviews and make recommendations for existing clients
- Order reports to confirm driving records (Autoplus and MVR) reports
- Complete policy changes on various insurance company portals, while speaking with the clients on the phone or in the office
- Communicate with insurance companies regarding underwriting requirements
- Review policy renewals for accuracy, proper rating/coverage and complete renewal letters with recommendations when necessary or complete market search if required for remarketing
- Take claims from clients and report to insurance companies and follow guidelines for client follow-up
- Follow up with clients regarding registered letter cancellations and returned payments
- Upsell and cross sell where appropriate
- Able to prioritize and manage workload and adapt to changing environments
- Proficient with SigXP and Compuquote/Applied Rating, Word and Outlook
- Licensed minimum of 3 years is preferred

This is an exciting opportunity for a motivated individual looking to advance their career in sales. If you are passionate about delivering exceptional service and have a knack for driving sales, we would love to hear from you

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

Pay: $50,000.00-$65,000.00 per year

**Benefits**:

- Employee assistance program
- Extended health care
- On-site parking
- Paid time off
- RRSP match
- Tuition reimbursement

Schedule:

- Monday to Friday

Supplemental pay types:

- Commission pay
- Overtime pay
- Retention bonus

**Experience**:

- Insurance Industry: 2 years (required)

Licence/Certification:

- RIBO License (required)

Work Location: In person

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