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4 Jul 2022

Full-Time Personal Lines Account Manager

Rhodes & Williams Limited – Posted by Rhodes & Williams Ltd. Ottawa, Ontario, Canada

Job Description

Account Manager – Personal Insurance                                   

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 that can specifically work alongside designated clients to help them through their renewal process including but not limited to explaining coverage in detail, reviewing files and quoting.

Your Tasks:

  • Respond to customer inquiries by phone/email, including office visits and executed the changes required
  • Handle the renewal process of filtered referrals from other AM’s including dealing with queries and concerns, reviewing files, recommendations and addressing concerns.
  • Quoting and executing policy changes as needed
  • Fully conversant with product offerings, underwriting criteria and understanding the Personal lines market and rate fluctuations.
  • Counsel customers with claims reporting & be an active advocate
  • Foster strong working relationships with Insurance company underwriters
  • Accurate and complete system entry and documentation
  • Back up other Account Managers during high volume periods

Mandatory Requirements:

  • RIBO licensed (or OTL with the ability to obtain RIBO quickly)
  • 1-2 years of industry experience

Minimum Requirements:

  • Exceptional communication and 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

Skills preferred:

  • TAM (Applied Systems & Applied Rating) knowledge
  • Knowledge of the various Personal Lines portals
  • Bilingualism (English & French)

Benefits:

  • Full-Time
  • Competitive salary & compensation package
  • Excellent Employee Benefits
  • Flexibility
  • Be part of a growth-driven Insurance Brokerage

If you have any Accessibility requirements, please advise.

How to Apply

Kristy McDougall - HR Manager kristym@rhodeswilliams.com or 613-226-6590 x236

Job Categories: Account Manager. Job Types: Full-Time. Job Tags: CSR, customer service rep, insurance, ottawa, and personal lines.

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