Full-Time Personal Lines Account Manager
Job Description
CAREER OPPORTUNITY: Personal Lines Account Manager
LOCATION: Trenton, Deseronto, Belleville, & Stirling offices
REPORTING TO: President
POSITION SUMMARY:
Whitley Insurance & Financial Services is hiring for a Personal Lines Account Manager. The successful incumbent will be responsible for maintaining a book of business, generating new business, servicing client needs, and assisting the producer on new business activities.
RESPONSIBILITIES:
Respond promptly to telephone, email and fax enquiries, ensuring a high level of service is maintained
Renewal review, recommendations, comparison quotes and remarket when needed
Total account sales awareness, cross sell and up sell as much as possible
Action all renewals, endorsements and claims
Process change requests on EPIC/company portals, when needed
Review and invoice all endorsements (and renewals, if necessary)
Issue in-house endorsements and new business on company portals, when needed
Release renewals after making appropriate changes , when needed
Scan and attach documents to EPIC
Quote cross sells and up sell as much as possible
Issue pink slips when needed in addition to completing miscellaneous duties as assigned
Prepare new business documents to be sent for signatures
Report order: MVR, Autoplus, HITS
Support other members of the team when needed
REQUIREMENTS:
Minimum 3-5 years insurance experience
R.I.B.O. is required and preferably working towards C.I.P. or C.A.I.B. designation
Client development / relationship management experience
Superb interpersonal and presentation skills and attention to detail
Ability to be a self starter with strong written and oral communication skills in addition to strong organizational skills
Proficiency in Outlook, Word and EPIC
We are committed to providing accommodations for persons with disabilities. If you require accommodation, we will work with you to meet your needs.
How to Apply
If you are interested or know anyone that is interested in the above role please contact Kristin Coulombe directly at careers@navacord.com.749 total views, 1 today