Insurance Account Manager

4 weeks ago


Toronto, Ontario, Canada Oracle RMS Full time
Job Summary

We are seeking a highly motivated and detail-oriented Personal Lines Account Manager to join our team at Oracle RMS. As a key member of our team, you will be responsible for developing and maintaining positive client relationships, collaborating with our Underwriters, and managing client policy renewals.

Key Responsibilities
  • Develop and maintain strong relationships with clients to ensure their needs are met and exceeded.
  • Collaborate with Underwriters to ensure accurate and timely policy renewals.
  • Manage client policy renewals, including reviewing property appraisals reports and identifying recommendations.
  • Process outstanding payments and banking information changes.
  • Transact and invoice agency bill policy.
  • Follow up on abeyances on a daily basis.
  • Quote policy changes through CQ and company portals.
  • Assist Account Executives with renewals, policy changes, and new business.
  • Ability to problem solve and use appropriate judgment when assessing a risk or issue.
Requirements
  • Must have a Registered Insurance Brokers of Ontario license in good standing (RIBO) - CIP or CAIB certification is an asset.
  • Sound knowledge of the insurance industry, policies, and products.
  • 1 to 2 years' experience as a Personal Lines Account Manager/CSR/TSR.
  • Excellent Customer Service, Communication, and Computer skills with Microsoft Office experience.
  • Ability to work as a team and work well under pressure.
  • Superior organizational, verbal, and written communication skills.
  • Knowledge of Power Broker and Applied Rating (Compu-Quote) is an asset.
Benefits
  • Company events.
  • Dental care.
  • Disability insurance.
  • Extended health care.
  • Life insurance.
  • On-site gym.
  • On-site parking.
  • Paid time off.
  • Tuition reimbursement.
  • Vision care.
  • Wellness program.


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