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3 Jun 2021

Full-Time Personal Lines Account Manager

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

Job Description

PERSONAL LINES ACCOUNT MANAGER

 If you are looking for a fresh start with a dynamic team and if you believe that average is not an option, then you’re already speaking our language.  Join our team at Rhodes & Williams and share our passion for taking care of our customers.

Position Summary:

As an Account Manager (CSR), you are responsible for servicing all aspects of our customer’s Home & Auto insurance needs. We are looking for someone who can bring excellent service levels that will allow us to develop and retain a loyal customer base.

Your Tasks:

  • Respond to customer inquiries by phone/email, including office visits
  • Review annual renewals recommending coverage options to customers
  • Executing policy changes & preparing quotes
  • Fully conversant with product offerings and underwriting criteria
  • Counsel customers with claims reporting & be an active advocate
  • Foster strong working relationships with Insurance company underwriters
  • Accurate and complete system entry and documentation
  • Attend and offer input at regularly scheduled department meetings.
  • This position will deal primarily with Personal Insurance accounts (Home & Auto)

 Minimum Requirements:

  • RIBO licensed (or OTL with the ability to obtain RIBO quickly)
  • Exceptional customer service skills including strong written and oral abilities
  • Proven ability to work with a high degree of accuracy
  • Affinity for working in a team environment with a positive attitude & strong work ethic
  • Added skills preferred (but not mandatory):
    • 2 years of industry experience
    • TAM (Applied Systems & Applied Rating) knowledge
    • Bilingualism (English & French)

Benefits:

  • Full-Time
  • Competitive salary & compensation package
  • Excellent Employee Benefits
  • Flexibility in where you work- opportunity for remote work
  • Be part of a growth-driven Insurance Brokerage

 If you have any Accessibility requirements, please advise

Interested applicants, please send your resume to:

Kristy McDougall C.A.I.B.
Human Resource Manager

How to Apply

Interested applicants, please send your resume to: Kristy McDougall C.A.I.B. Human Resource Manager

Job Categories: Customer Service. Job Types: Full-Time. Job Tags: broker, Customer Service, ottawa, personal lines, and TAM.

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