Insurance: Personal Lines Account Manager
3 weeks ago
**The Opportunity**
This position focuses solely on personal home and related insurance. You will be responsible for an established book of personal accounts, and your focus will be on the retention and growth of these accounts, as well as the closing of new leads. Our success is built on a history of hard work and excellent service, and this expectation is ingrained in our organizational culture. We believe that rewards should match results - this position incorporates commission, with no upper limit to compensation.
**Who You Are**
This position is a perfect fit for you if you:
- Always work hard in the office but believe in a great work-life balance.
- Believe in integrity and building success by developing relationships with others
- Have an entrepreneurial spirit and are challenged by the opportunity to grow the business.
- Are focused on developing your industry knowledge and expertise, proving to clients that you are a technical expert in personal lines insurance. You are a self-starter willing to invest time and energy to achieve this.
- Are computer savvy and detail oriented.
**Who We Are**
We have fostered an environment that empowers our people to be true advisors, focusing on expanding knowledge to better serve our valued clients. We are committed to providing you with a workplace that removes barriers to true service, allowing you to focus on connecting with clients for stronger long-term relationships. Join us for a new and challenging work environment with financial security and career satisfaction.
**The Responsibilities**
- Analyzes client coverages and exposures to determine risk requirements and provide expert advice to ensure their best coverage;
- Proactively looks to grow their expertise in personal lines;
- Prepare client renewal packages, policies, submissions, binders and summaries in timely manner;
- Identifies cross selling opportunities
- Has an attention to detail: understands the importance of established systems for consistency; successfully reviews policies and other documentation for accuracy and completeness; takes pride in faultless work; is comfortable maintaining files in a digital environment.
- Is able to provide in-depth advice to clients in a prompt, courteous and professional manner;
- Other duties as required
**Qualifications & Skills required**
- College Diploma or University Degree or equivalent work experience
- Level 2 insurance license
- Minimum 3 years personal lines experience.
- Previous experience processing high volume personal accounts, relying on excellent organizational skills while continuing to be customer focused and responsive
- Experience on insurance broker management system required
- Proficient with computers and able to understand and use software intuitively and efficiently
- An ability to work collaboratively as a member of a small team team and independently with minimum supervision, servicing clients/marketing from beginning to end.
- A solid command of the English language; both written and verbal (including punctuation)
If this seems like a great fit and you are interested in the position, respond with both a resume and cover letter.
**Salary**: $60,000.00-$80,000.00 per year
**Benefits**:
- Dental care
- Employee assistance program
- Extended health care
Schedule:
- Monday to Friday
Work Location: One location
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