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11 Apr 2019

Full-Time Personal Lines Account Manager/CSR – Oakville

Insurance Career Network posted by Elaine Kinsella – Posted by Insurance Career Network Inc. Anywhere

Job Description

Insurance Career Network is a recruitment firm focused exclusively on the insurance industry.  Our relationships, knowledge and leading experience enable us to connect leading insurers, brokerage firm and independent adjusting firms with the most talented candidates for each role.

All inquiries remain confidential.

Personal Lines Account Manager  


·         Current RIBO license

·         Working knowledge of  The Agency Manager (TAM) system

·         Working knowledge of MS Office – Word, Excel, and Outlook

·         Strong customer service experience (i.e. 3-5 years experience as Personal Lines CSR)

·         High performance team player

·         Positive & outgoing attitude

·         Excellent verbal & written communication skills

·         Strong attention to detail & accuracy

·         Excellent organization skills

·         Ability to manage multiple tasks, and follow-up on uncompleted tasks in a timely manner


Key Responsibilities: 

·         Handle incoming client requests promptly and efficiently

·         Uphold service standards to all clients

·         Front line u/w for existing and new client files

·         Super-qualify prospective clients

·         Provide premium estimates & provide best “solution” for clients & prospects

·         Complete application process for new clients

·         Remarketing of existing accounts, where necessary

·         Document account changes in client file

·         Complete renewal applications and order reports

·         Send all required documentation to clients

·         Promote account-rounding with clients

·         Promote cross-selling & up-selling opportunities

·         Proactively strive to develop accounts with incoming/outgoing calls & clients visits

·         Complete customer-satisfaction calls

How to Apply

I look forward to assisting you in your next career advancement Call Elaine at 416-703-5120 ext 204 or email Or reach out on LinkedIn When you work with Insurance Career Network, you are working with an entire team of Insurance Recruiters. Our team has the contacts to help you find your next great opportunity. We thank all applicants however only those being considered will be contacted.

Job Categories: Broker. Job Types: Full-Time. Job Tags: Account Manager, CSR, personal lines, ribo, and service.

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