Insurance Client Relationship Manager
2 weeks ago
At Oracle RMS, we are a leading insurance brokerage seeking a skilled Personal Lines Account Manager to join our dynamic team. 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 client relationships through effective communication and customer service skills.
- Collaborate with our Underwriting team to ensure seamless policy processing and issue resolution.
- Manage client policy renewals, including re-marketing existing clients and processing outstanding payments.
- Review property appraisals reports and identify recommendations to optimize client coverage.
- Process E-Docs and renewal lists, and handle client inquiries in a timely and professional manner.
- Assist Account Executives with renewals, policy changes, and new business opportunities.
Requirements
- RIBO license in good standing, with CIP or CAIB certification an asset.
- Sound knowledge of the insurance industry, policies, and products.
- 1-2 years' experience as a Personal Lines Account Manager/CSR/TSR, with excellent customer service and communication skills.
- Ability to work effectively in a team environment and manage multiple priorities under pressure.
What We Offer
- Competitive salary and benefits package, including dental care, disability insurance, extended health care, life insurance, and more.
- Opportunities for professional growth and development, with tuition reimbursement and a wellness program.
- A dynamic and supportive work environment, with a focus on teamwork and collaboration.
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