Personal Line Account Manager

3 days ago

Vaughan, Ontario, Canada RDA Insurance Full time

About the Company:
We are a large brokerage located in Vaughan, and we are currently looking for a Personal Lines Customer Service Representative (CSR) / Personal Lines Account Manager to grow with our team.

About the Role:
If you have a minimum of 5+ years experience as a Licensed Account Manager / CSR, RIBO or OTL licensed for at least 5 years and have a desire to continue their insurance career in a highly energetic and positive environment.

Responsibilities:

  • The successful candidate must have strong work ethic and organization skills, be a team player have ability to work in a fast-paced insurance brokerage.
  • Above average service and computer skills along with excellent verbal and written communication skills.
  • (TAM) Agency Manager or EPIC Broker Management System, Applied Rating services and the company portals would be an asset.

Qualifications:

  • RIBO license (active)
  • OTL License (willing to convert to RIBO)
  • University Degree or College Diploma
  • CIP designation an asset

Required Skills:

  • Minimum of 5 years experience in Personal Lines while holding a RIBO license or OTL license
  • Outstanding relationship building and client service
  • Proficient in Agency Manager, Epic, Power Broker, various insurance company portals and Microsoft Office
  • Strong organizational, time management, prioritizing
  • Attention to detail and problem solving skills
  • Effective written and verbal communication

Preferred Skills:

  • Experience with (TAM) Agency Manager or Epic Broker Management System
  • Experience with Applied Rating Services and the company portals

Pay range and compensation
for this role is $54,000 -$65,000

This job posting is for a future opportunity within our Personal Lines team.

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