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25 Jun 2019

Full-Time Personal Lines Account Manager

Rhodes & Williams Limited – Posted by Rhodes & Williams Ltd. Anywhere

Job Description

Personal Lines Account Manager

Primary Function:

As an Account Manager, you are responsible for servicing all aspects of an assigned book of business with the goal of surpassing the client’s expectations and achieving a high level of customer satisfaction. This combined with up-selling existing coverage will lead to increased profitability and improved retention, and allows us to develop a loyal customer base who will not hesitate to provide us with referral business.

Key Tasks:

  • Respond to all client inquiries whether by phone, by mail or email, or in office visit in a timely fashion
  • Review and process Agency Bill renewals recommending coverage upgrades to Insureds.
  • Rewrite coverage to alternate markets as required to provide the most favourable product & alternative pricing for the client.
  • Discuss required changes to be made to existing policies with Insureds -prepare change requests for Acct Administrators to process and submit requests to markets where we do not handle the processing internally.
  • Prepare quotes as requested by Insureds.
  • Be fully conversant with product offerings and underwriting criteria for all major Insurers
  • Build a strong team relationship with the Account Executives and ensure the lines of communication are consistently used.
  • Follow-up with Insureds on Direct Bill payment Issues and  contact Insureds concerning registered letters for non-payment that warrant reinstatements
  • Counsel Insureds on implications of reporting claims, take & report claims to Insurers and act as advocate as necessary to bring claim to a successful conclusion.
  • Conduct Renewal Portfolio Reviews with clients as warranted.
  • Have a working knowledge of all aspects of the employer’s products and offerings to develop points of contact for referral business and provide seamless service.
  • Actively attempt to round out mono-line accounts either by directing quote opportunities to an Account Executive or quoting them directly as time allows.
  • Foster and maintain strong working relationships with all major Insurer underwriters
  • Accurate and complete entry of all contact with a client and information relative to a client into TAM
  • Obtain continuing education hours as required to maintain RIBO license
  • Attend and offer input at regularly scheduled department meetings.

Minimum Requirements:

  • RIBO licensed or OTL with the ability to obtain a RIBO
  • 2 years minimum experience as an Account Manager Preferred
  • Bilingual (English/French) candidates with other requirements will be given preference
  • Excellent communication skills both written & oral
  • Enjoys dealing with people and employs strong customer service skills
  • Proven ability to work with on line systems with high degree of accuracy for data input
  • Displays strong decision making ability in a pressure situation and is able to multi-task
  • Have affinity for working in a team environment while exercising a positive attitude and strong work ethic

Submit your resume by emailing it to our HR manager, Kristy McDougall at

kristym@rhodeswilliams.com

If you require Accommodation, please advise.

We appreciate all interest in this position but will only be contacting those applicants selected for an interview.

 

 

How to Apply

Please contact Kristy McDougall- HR Manager at kristym@rhodeswilliams.com

Job Categories: Customer Service. Job Types: Full-Time. Job Tags: broker, insurance, and ottawa.

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