Personal Insurance Account Manager

3 days ago

Concord, Canada FSB Full time

About the Role If you are a RIBO Licensed , Personal Lines Customer Service Representative , our growing team wants you Responsibilities Provide exceptional day to day customer service to clients. Respond to client inquiries quickly and efficiently, maintaining fast turnaround times for required actions. Review and analyze renewal accounts, place coverage to meet client needs, re market when required, and quote renewals in line with carrier binding authority to support client retention. Identify upselling and cross selling opportunities, generating quality leads. Meet retention benchmarks. Process policy changes. Maintain professional relationships with Insurers and Underwriters. Assist and support Producers as required. Process call backs, submissions, and mail in a timely manner. Demonstrate flexibility in performing various assigned tasks. Promote company features and benefits as part of ongoing portfolio reviews. Promote client loyalty through attention to detail and strong relationship building. Remain current on all company philosophies and procedures. Accept risks within established guidelines. Qualifications Currently holds a RIBO license in good standing Bring 2+ years of Personal Lines Account management/service experience, preferably in a brokerage environment Being in a fast-paced, multifaceted environment brings out the best in you. You are always able to prioritize efficiently which allows you to exceed client expectations. Working collaboratively and building relationships comes easy and is a key part of what has made you successful in your past roles. Required Skills Communicate effectively with clients, both verbally and in writing. Demonstrate excellent interpersonal, organizational, and time management skills. Function effectively in a fast paced, multi faceted environment. Maintain a positive attitude and contribute as a strong team player. Apply strong analytical and decision making abilities. Adapt quickly and effectively to change. Demonstrate proficiency in BMS and Microsoft applications. Support the Broker/Producer by acting as a liaison with insurance companies, clients, and other stakeholders as required. Serve as the primary point of contact for underwriters, responding to underwriting inquiries from brokers and internal underwriting teams. Compensation package Paid vacation Paid Personal/sick days Competitive compensation package Salary Range of $56,000 - $75,000 Reciprocal days Group Benefits Growth within the company Business casual attire Company events Community involvement This position is an existing vacancy and is open to qualified applicants at this time. AI Disclosure Statement We use AI enabled tools to help screen, assess, and/or select applicants for this role (e.g., skills matching, and interview scheduling support). All hiring decisions include human review. Equal Opportunity Statement FSB GROUP LTD. is an equal opportunity employer and welcomes applications from all individuals. Applicants selected for an interview will be asked whether specific accommodations are needed to support a personal disability.

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