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20 Sep 2022

Full-Time Personal Lines Account Manager

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

Job Description

Our client has been in business for nearly 200 years.  They continuously aim to provide excellence in service. They actively seek out and satisfy the needs of their customers through exemplary service. They recognize that their staff, their enthusiasm, professionalism, pride in their company, and personal fulfillment are the forces behind their continuing achievement. This vision reflects their company’s commitment to providing professionalism, dedication and excellence to the client in the decades ahead.

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
  • 3+ 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
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 !
Cristin Filipuzzi
JOB-BORN Executive Search Inc.
Recruiter for the Insurance Industry
BIG ENOUGH TO SERVE YOU …small enough to know you

Job Categories: Account Manager. Job Types: Full-Time. Job Tags: insurance, insurance jobs, jobs, ontario, and personal lines. Salaries: 40,000 - 60,000.

Job expires in 19 days.

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