Personal Lines Account Manager

1 week ago

Oakville, Canada Ai Insurance Organization Inc. Full time

**Ai Insurance Organization**
Ai Insurance Organization is an award-winning insurance brokerage located in Oakville, Ontario. Our purpose is to meet the evolving needs of all our stakeholders (clients, teammates, insurance partners, suppliers, communities, and society as a whole) and create superior value by disrupting and creating new market segments for both industry and consumer. We are seeking a creative and driven **Personal Lines Account Manager **to join our growing service team. This is a full-time, remote working role.

**Job Purpose**

**Successful Behaviours**
- A positive attitude.
- A proven track record of exceptional interpersonal interactions and customer service.
- Strong work ethic and attention to detail.
- A professional and pleasant telephone manner.
- An Independent / self-starter.
- Strong written and oral communication skills.
- Ability to organize and prioritize work effectively.
- Work collaboratively as part of a team.
- Dependable.
- Deadline driven.

**Technical Skills**
- Ability to build strong relationships with clients, underwriters and internal teammates.
- Ability to identify gaps in coverages.
- Proficiency with customer relationship management systems (CRM).
- Experience with broker management systems (BMS) - Vertafore SIGxp preferred.
- Proficiency with insurance company portals and vendor reporting portals.
- Financial and accounting literacy.
- Knowledge of MS Word, Excel.

**Key Result Areas /Essential Functions Responsibilities**
- Managing policy life cycles for new and existing clients, including new business submissions, renewals, re-marketing and endorsements.
- Processing insurance-related reports and contracts such as property valuations, driving record history, and premium financing agreements.
- Being the first point of contact for customers in servicing their insurance needs.
- Assisting producers in the completion of comprehensive submissions for quoting.
- Administering internal standard operating procedures (SOPs) and underwriting guidelines.
- Timely processing of endorsements and certificate of insurance (COI) requests.
- Working effectively with team members and colleagues to accomplish team and organizational goals.
- Taking actions that respect the needs and contributions of others.

**Qualifications / Experience**
- RIBO licensed, in good standing with required continuing education (CE) hours.
- Minimum 1 years of personal lines insurance experience.
- CIP, CAIB and CRM designations and/or relative courses are considered an asset.
- Commercial lines experience is considered an asset.
- Post-secondary education is considered an asset.
- Alberta - Level 1 general insurance broker/agent license considered an asset.
- British Columbia - Level 2 general insurance broker/agent license considered an asset.

**Remuneration**
- Annual salary, dependent on experience.
- Continuing education support and the opportunity to learn from industry leaders.

**Job Type**: Full-t**ime**

**Salary**: $50,000 - $60,000 annually

**Flexible Language Requirement**:

- French not required, considered an asset.

**Schedule**:

- 7 hour shift
- Monday to Friday

**Experience**:

- Personal Lines Insurance: 1 year (required)

**License/Certification**:

- RIBO License (required)
- Alberta - Level 1 general insurance license
- British Columbia - Level 2 general insurance license

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