Personal Lines Account Manager

POSITION OVERVIEW

The Account Manager is responsible for managing a book of business, servicing clients in a courteous and professional manner, and providing customized service to clients to allow a seamless execution of our Personal Insurance service strategy.

As an Account Manager, you possess a solid understanding of Personal Insurance and our internal processes and service culture. Driven by your fact-finding, high follow-through instinct and meticulous attention to detail, you excel in resolving challenges with policy renewals, adapting to evolving client needs and fostering client retention while consistently delivering exceptional customer service.

What You'll Do:

• Most importantly, you will lead by example, live our values, and drive business relationships for the company by providing exceptional customer service.
• Actively engaged in supporting the growth of the company through internal team mentorship of auto advisors and external client relations.
• Service an existing book of business, and grow personal lines through referrals, walk-in clients, and personal networks.
• Regularly and thoroughly review existing accounts and recommend appropriate coverage and advice based on clients' exposures.
• Proactively notify clients of changes, including renewals and policy updates.
• Efficiently handle all aspects of policy documentation, including new business, renewals, endorsements, and related tasks, maintaining accurate records within EPIC.
• Maintain organized and accurate records of client information and insurance policy details within EPIC and relevant systems.
• Provide clients with prompt service and customized advice, responding to general inquiries via telephone, email or walk-in, from clients, colleagues and other parties.
• Identify cross-selling opportunities and collaborate effectively across all teams to ensure seamless operation, while adhering to Avant Insurance's best practices and standard procedures.
• Regularly review expiry lists, keep track of policies to renew or pending policies. Follow-up with clients as needed.
• Assist clients with reporting claims and understanding the process.
• Provide back-up support for the Auto Insurance team as needed.
• Maintain and update EPIC and ensure workflows are followed.
• Continuously develop strong knowledge of insurance products and attend seminars as required to stay updated and informed.
• Other duties as required.

What you bring:

• Must hold a Level 1 General Insurance License. Level 2 is considered an asset.
• IWS Certification.
• Strong communication skills both verbally and in written communication.
• Commitment to delivering exceptional customer service and exceeding customer expectations.
• High follow through and strong organizational skills to manage policy and renewals with accuracy.
• A well-defined sense of diplomacy and business acumen with a focus on customer service and overall client experience.
• Skills in problem solving, critical thinking, decision making, teamwork, communication, innovation, and adaptability.
• Proficiency in Microsoft Office Suite.
• Experience with internal Broker Management Systems (EPIC) considered an asset.

Avant Insurance Brokers Ltd. is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply.

Building The Great Canadian Brokerage

Navacord is a leading insurance and risk management brokerage created to keep the Canadian entrepreneurial spirit alive. Led by a passionate and engaged partnership group, Navacord Broker Partners are committed to the success of their clients by delivering expert advice in an increasingly complex world which allows them to face the future with confidence.

4th Largest Commercial Brokerage in Canada

2,000+ Employees

50,000+ Commercial Clients

~$400mm Revenue

60% Commercial Lines

25% Personal Lines

15% Benefits & Retirement

~$3 billion Annual Premium