Full-Time Customer Account Manager
Job Description
The Personal Lines Customer Account Manager position provides in-house customer service to clients, handles and processes new business and endorsements and pursues and closes new and renewal personal lines accounts.
Responsibilities:
– Deal professionally with all incoming and outgoing contact (phone, e-mail, written correspondence) from internal and external clients regarding insurance, claims, or administrative problems; comply with the request according to established corporate procedures and timelines.
– Foster and encourage positive working relationships with underwriting partners, know who to contact at which company for what issues and be approachable by underwriters.
– Maintain an abeyance system to follow-up on outstanding request, payments, correspondence, reports, and follow-up on overdue items according to accepted timelines.
– Identify and access cross-selling and up-selling opportunities within the assigned book.
– Refer new business requests as directed by the Personal Lines Manager.
– Accurate scanning and forwarding of electronic files to correct staff member(s).
– Perform downloads per scheduled assignment, special projects and miscellaneous duties at management request.
Qualifications:
– RIBO license required, a post-secondary education is an asset (i.e. CAIB, CIP)
– 3+ years’ experience in the insurance industry, as a personal lines account manager
– Experience managing a large, complex and growing book of business (effectively manages 900+ PIF)
– Proven above average communication skills and demonstrated ongoing personal development
– Ability to manage multiple tasks concurrently and timely follow-up on uncompleted tasks
– Demonstrated success working in a fast paced and electronic file environment
PBL is an equal opportunity employer and is committed to providing employment accommodation in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act. Please advise HR if you require accommodation.
Qualified candidates are encouraged to apply by submitting your cover letter and resume to careers@pblinsurance.com quoting job # SF16-03.
How to Apply
Qualified candidates are encouraged to apply by submitting your cover letter and resume to careers@pblinsurance.com quoting job # SF16-03.657 total views, 1 today
