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21 Jan 2021

Full-Time Personal Lines Account-CSR

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

Job Description

Personal Lines Account
Manager
City: Vaughan Salary: $45,000 to $55,000
Full Time/Permanent

Qualifications:
• 5+ Years Personal Lines Experience
• R.I.B.O.
• Proficiency With Tam (The Agency Manager)
• Proficiency with Compu-Quote
• Proficiency with Microsoft Office (Word, Outlook and Excel)
• Insurer Portal Use both for Quoting, Wordings and Amendments
• Ability to Work Independently
• Client Service Focused
• Excellent verbal and communication Skills

Job Duties:
• Quote, Review and Place Business
• Upload of Information and Changes to Portals
• Build & maintain strong relationships with Insurers and clientele
• Read and understand manuals and company correspondence to use as reference for regular tasks and job duties
• Aid colleagues where needed
• Review policies and spreadsheets for accuracy, contracts and report claims
• Advise clients on claim procedures and explain changes, coverage, and benefits
• Enter and maintain information for new clients and modify information as required
• Make changes to clients’ policies, explain coverage, and remarket policies for better premiums
• Calculate premiums and mid-term changes
• Respond to client inquiries/issues within established timelines/service standards
• Maintain up to date records, expiry lists, daily abeyances
• Manage day to day problems for clients requests and amendments
• Maintain database of client conversations
• Follow up with Insurers/Customers for outstanding information, endorsements, policy documents
• Other miscellaneous duties and special projects as assigned

Other Benefits
• Commission Incentive for Placement of Own Business
• Group Benefits
• Competitive Salaries Based on Experience and Insurance Education/Knowledge
• Tuition Reimbursement

How to Apply

Always on the Hunt for You ! Leisa Dakari Recruiter for the Insurance Industry 647-803-4442 leisa@jobbornsolutions.com www.jobbornsolutions.com   BIG ENOUGH TO SERVE YOU …small enough to know you

Job Categories: Personal Lines. Job Types: Full-Time. Salaries: 40,000 - 60,000.

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