Full-Time Customer Account Manager
Job Description
The Customer Account Manager would provide in-house customer service to clients, handling and processing endorsements and renewals in the personal lines department.
Major Responsibilities:
– Deal professionally with all incoming and outgoing communication (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 Team Leader and/or Manager.
– Accurate processing and scanning of electronic documents.
– Special projects and miscellaneous duties at management request.
Minimum Qualifications:
– Post-secondary education is an asset
– RIBO license in good standing.
– 1-2 years’ administrative support experience.
– Excellent computer skills and willingness to learn new computer software
– Exceptional customer service skills.
– Strong interpersonal and telephone skills.
– Bilingual (French/English) is an asset.
– Ability to manage multiple tasks concurrently and timely follow-up on uncompleted tasks
– Demonstrated success working in a fast paced and electronic file environment
About PBL
With nearly 100 years of experience, PBL are one of the Top Independent Insurance Brokers in Ontario providing our clients with a wealth of expertise, guidance and dedicated personal service. Independently owned and uniquely Ontario based – with 11 Offices spread throughout the Province – PBL is committed to being a true business partners to our clients.
Through the provision of long-term solutions, consultative & specialist expertise and an entrepreneurial management style, PBL delivers the personable, responsive and service excellence which has made PBL one of Canada’s Top 25 Insurance Brokerages.
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.
How to Apply
Qualified candidates are encouraged to apply by submitting your cover letter and resume to careers@pblinsurance.com quoting job # S17-02333 total views, 1 today
