Account Manager

12 hours ago

Burnaby, Canada Godoy Boddy & Thomas Insurance Services Ltd. Full time

**Company description**

We have fostered an environment that empowers our people to be true advisors, focusing on expanding knowledge to better serve our valued clients. We are committed to providing you with a workplace that removes barriers to service, allowing you to focus on connecting with clients for stronger long-term relationships. Join us for a new and challenging work environment with financial security and career satisfaction.

**Job description**

The Opportunity

This position focuses primarily on home and related insurance, but does require knowledge of ICBC also. You will be responsible for the closing of new leads as well as the management of an existing book of business. Our success is built on a history of hard work and excellent service, and this expectation is ingrained in our organizational culture. We believe that total compensation should match results - the position includes a bonus pay structure.

Who You Are
This position is a perfect fit for you if you:

- Always work hard in the office but believe in a great work-life balance.
- Believe in integrity and building success by developing relationships with others
- Have an entrepreneurial spirit and are challenged by the opportunity to grow the business
- You are a self-starter who is able to work alone but also as a member of a small team.

**The Responsibilities**
- Analyzes client coverages and exposures to determine risk requirements and provide expert advice to ensure their best coverage;
- Proactively looks to grow their expertise
- Efficiently and accurately prepares client renewal packages, policies, submissions, binders and summaries in timely manner;
- Identifies cross selling opportunities
- Has an attention to detail: understands the importance of established systems for consistency; successfully reviews policies and other documentation for accuracy and completeness; takes pride in faultless work; is comfortable maintaining files in a digital environment.
- Is able to provide in-depth advice to clients in a prompt, courteous and professional manner;
- Other duties as required

**Qualifications & Skills required**
- Level 2 insurance license
- Minimum 5 years of experience in insurance; minimum 3 years personal lines experience
- Previous experience processing high volume personal accounts, relying on excellent organizational skills while continuing to be customer focused and responsive
- Highly proficient in Microsoft Office: Word and Outlook;
- A solid command of the English language; both written and verbal (including punctuation)

**Qualifications & Skills preferred**
- Experience In Applied Epic and Applied Rating Services
- Proficient on computers in general

If this seems like a great fit and you are interested in the position, respond with both a resume and cover letter.

**Job Types**: Full-time, Permanent

Pay: $64,000.00-$74,000.00 per year

Additional pay:

- Bonus pay

**Benefits**:

- Dental care
- Extended health care
- RRSP match

Schedule:

- Monday to Friday
- No weekends

**Experience**:

- Personal Lines Insurance: 3 years (required)

Licence/Certification:

- level 2 license with the Insurance Council of BC? (required)

Work Location: In person

Expected start date: 2025-01-06

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