Full-Time Account Manager

JOB-BORN Executive Search Inc – Posted by CristinFilipuzzi – Vaughan, Ontario, Canada

Job Description

Develop and maintain positive client relations
Positive demeanor and outlook when it comes to customer management and service
Collaborate with our Underwriters daily and maintain a strong and positive relationship
Review property appraisals reports and identify recommendations
E-Docs/Renewal lists – review and handle accordingly
Manage client policy renewals as well as remarket existing clients when necessary
Process outstanding payments and banking information changes
Transact and Invoice Agency Bill Policy
Follow up on abeyances on a daily basis
Quote policy changes through CQ and company portals
Assist and Account Executives with renewals, policy changes and new business
Ability to problem solve and use appropriate judgment when assessing a risk or issue

Registered Insurance Brokers of Ontario license in good standing (RIBO) – CIP or CAIB certification is an asset
Sound knowledge of the insurance industry, policies and products
1 to 2 years’ experience as a Personal Lines Account Manager/CSR/TSR
Excellent Customer Service, Communication and Computer skills with Microsoft Office experience.
Ability to work as a team and work well under pressure
Superior organizational, verbal and written communication skills
Knowledge of Power Broker and Applied Rating (Compu-Quote) is an asset