Full-Time Private Client Account Manager
Job Description
Key Job Responsibilities
• Respond to all client inquiries in a timely manner and act as back-up when other Client Service Brokers’ are unavailable.
• Will work closely with Producers (both Personal and Commercial)
• Review renewals for coverage, accuracy and market when required
• Adhere to binding authority set out by carriers
• Process and/or review all transactions
• Follow internal workflow
• Achieve division retention goals
• Identify upsell opportunities, explain and recommend to clients
• Identify cross-selling opportunities and produce quality leads to the sales team
• Discuss any potential problems or concerns the client may have with the Account Executive in the first year of business including notification of non-payment cancellations
Education
• Minimum of 5 years relevant insurance and/or industry related experience
• University Degree or College Diploma, CAIB and/or CIP designation an asset
• 5 years RIBO License required
• Knowledge of EPIC an asset
• Comprehensive and effective verbal/written communication skills
• Ability to work well under pressure with minimum supervision in a team environment
• Strong emphasis on a positive team dynamic
• Excellent time management and organization skills
• High attention to detail and accuracy
• Ability to multi-task between a variety of tasks, projects, and deadlines
How to Apply
e:leslie@insurancetalentgroup.com Find out more details: https://www.insurancetalentgroup.com/book-online apply online: https://brevati.ca/job/161/private-client-account-manager-london/633 total views, 2 today