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4 Nov 2022

Full-Time Personal Lines Account Manager- High Net Worth (VIP) – Hybrid

Insurance Talent Group – Posted by Elaine Kinsella Markham, Ontario, Canada

Job Description

Personal Lines Account Manager- High Net Worth (VIP) 

Offering:

Competitive compensation package

Pension and RRSP contribution

Support with Insurance related education

4 weeks vacation + floater(s)

Benefits

The Role:

  • Build relationships with Sales Brokers, Insureds, Underwriters and other business partners
  • Providing support to the Private Client team for instance preparation of Insurance Summaries, renewal/endorsement letters and processing of endorsements
  • Reviewing and ensuring accuracy of policy documents prior renewals
  • Processing of client payments and invoicing as well as handling client billing inquiries Managing incoming mail and e-docs
  • Assisting the Private Client Brokers in preparing new business quotations in a timely and accurate manner
  • Exercising your skills at re-marketing and quoting new business
  • Contributing to premium growth targets by up-selling and cross-selling
  • Assisting and counselling clients on claims and loss mitigation measures Maintaining all files in accordance with Best Practices

Skills:

  • 2+ years of experience working with a Private Client – High Net Worth Book
  • Possess a valid RIBO license in good standing
  • Working knowledge of Broker systems
  • Proficient in Compu Quote, MS Word and Excel;
  • Excellent verbal and written skills

How to Apply

To apply for this role or to see other opportunities. elaine@insurancetalentgroup.com or text 647-282-6158 https://jobadder.refari.co/social/a65ace8e-9b10-4851-9858-c7256a74cf21/  

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

Job expires in 4 days.

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