Client Solutions Manager, Auto Insurance
2 weeks ago
As a Client Solutions Manager, you will be working directly with Auto clients in delivering exceptional customer service. Reporting to the Team Lead, you will be responsible for guiding clients through their policy renewal cycle, handling policy changes, and resolving billing issues.
This role will also provide reception relief when needed. You will be working in a fast-paced, dynamic environment where you will have the opportunity to work with a designated portfolio of Auto clientele, playing a meaningful role in business retention and building upon customer relationships.
Key Responsibilities- Support a designated portfolio of Auto clientele, playing a meaningful role in business retention and building upon customer relationships.
- Review accounts at renewal, taking vital steps in placing coverage required by the client, re-marketing when required, adhering to binding authority set out by carriers.
- Respond to client inquiries quickly and efficiently, maintaining a quick turnaround time for any actions required on behalf of the client.
- Identify upselling and cross-selling opportunities, driving the creation of quality leads, working with Account Executives in binding the client.
- Consistently act to upgrade insurance market knowledge, staying on top of new products and policy changes.
You will be a highly motivated and organized individual who is able to prioritize effectively, exceeding client expectations every time. You will be able to work well under pressure with minimum supervision in a collaborative team environment.
You will have excellent verbal and written communication skills, with the ability to multi-task between a variety of tasks, projects, and deadlines. You will also have a keen eye for detail and be highly tech-savvy, with the ability to learn new systems, tools, and processes.
Requirements- 1-2 years of experience in Auto insurance, ideally working in a brokerage environment.
- FOI & IWS Certification required.
- Level 1 licensing considered a strong asset for the role.
- CAIB, CIP, or CRM designations considered an asset for the role.
- Knowledge of EPIC an asset.
On top of a competitive salary, great teams, and exciting career opportunities, we also offer a wide range of benefits, including flexible medical and dental coverage, life insurance options, retirement savings, and more.
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