Personal Lines Account Manager

2 weeks ago

Richmond Hill, Canada My Insurance Broker Full time

**Job Title**: Personal Lines Account Manager
**Location**: 505 Hwy 7 #311, Thornhill, ON L3T 7T1 (Hybrid Role)
**Employment Type**: Full-Time / Permanent
**Who we are**:
Established in 2008, My Insurance Broker is a proud family-owned and Canadian-operated brokerage. As one of Ontario's fastest-growing online brokerages, we have forged strong partnerships with Canada's leading insurance companies. With multiple offices across Southern Ontario and a dedicated support center in Richmond Hill, we are committed to delivering superior pricing, comprehensive coverage, and exceptional service to our clients.
**About the role**:
In this role, you will be responsible for managing and growing a portfolio of personal lines clients by maintaining clear communication, processing policy changes accurately, and providing tailored insurance solutions. This role involves proactive client engagement, networking to generate leads, and collaborating with team members to achieve company goals. The Personal Lines Account Manager will ensure client satisfaction through timely responses, problem-solving, and strategic upselling and cross-selling opportunities.
**What you’ll be doing**:

- Maintain clear and effective communication with clients, addressing concerns, discussing policies, and making necessary changes.
- Identify and target potential clients through cold calling, networking, and referrals.
- Process policy changes, endorsements, and renewals promptly and accurately.
- Provide value by offering new coverages, identifying exposures, and advising clients on the best solutions for their business.
- Network to generate leads and maintain a robust pipeline.
- Maintain and exceed retention targets through proactive client engagement.
- Discuss and set payment terms, actively managing accounts receivables.
- Problem-solve and overcome sales objections effectively.
- Respond to insurance company and client inquiries professionally and promptly.
- Complete all necessary documentation accurately on technology platforms for marketing purposes.
- Keep current client files organized and up-to-date.
- Maintain and strengthen relationships with current clients, ensuring their needs are met and contracts are renewed in a timely manner.
- Work closely with colleagues across departments to drive company objectives, fostering a collaborative and supportive team environment.
- Oversee a portfolio of clients, identifying opportunities for cross-selling and upselling to maximize revenue and client satisfaction.
- Perform other duties as required to support the team and business objectives.

**What we need you to bring**:

- Minimum College or University level Degree/Undergraduates Degree or comparable experience
- Minimum 3 years of successful broker experience in a general insurance brokerage (preferred)
- General Insurance Agent license
- Proficient with insurance policy systems as well as MS Office, specifically Excel, Word, and Outlook
- Experience working with company portals and Broker Management System (EPIC) is an asset.
- CIP or CAIB Certification or working towards its completion

My Insurance Broker is an equal opportunity employer committed to fostering an inclusive, respectful, and diverse workplace. We are committed to providing accommodation upon request for applicants and employees with disabilities, in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act (AODA). If you require accommodation at any stage of our hiring process, please inform us and we will work with you to meet your needs.

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