Personal Lines Account Manager

3 weeks ago


Delta, Canada S & S Insurance Services Ltd. Full time

**Company description**

We are a well established and growing smaller brokerage that offers competitive compensation including company paid benefits and vacation. We believe a happy team makes for a happy workplace.

**Job description**

As a personal lines account manager you will be an integral part of the team. You will use your knowledge and exceptional customer service skills to engage with clients to determine their needs and provide expert advice. You will manage and maintain an established book of business including but no limited to:

- Proactively contacting insureds regarding renewals increases and re market as necessary to meet the clients needs and retain the business
- Underwrite new business according to mandated insurance company guidelines and established internal policies and procedures
- Process policy renewals, endorsements, and cancellations in the insurance company portals and make appropriate notes in our agency manager system
- Follow up on accounts receivables
- Create and follow up on abeyances for client and insurance company requests

You must have a solid background in Personal lines and be able to work in a fast paced environment with a minimum Level 1 license and the willingness to obtain a Level 2 within the first year of employment. You will be familiar with all lines of business, the insurance company portals, and both regular and specialty markets. Epic or Powerbroker preferred but not required.

We provide mentorship along with the opportunity for growth and career advancement.

**Salary**: $50,000.00-$70,000.00 per year

**Benefits**:

- Casual dress
- Dental care
- Extended health care
- Flexible schedule
- Paid time off
- Tuition reimbursement
- Vision care

Schedule:

- 8 hour shift

COVID-19 considerations:
All customers and team members unable to social distance are required to wear a mask and we do have mandated COVID protocols in place to assure a safe working environment.

**Experience**:

- Personal Lines: 2 years (preferred)

Work Location: One location



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