Please login/register to apply for this job.
16 Jan
2016
Full-Time Personal Lines CSR – Oakville $40K-$50K Ad Number: 24819

Job Description
FABULOUS OPPORTUNITY IN OAKVILLE FOR A PERSONAL LINES ACCOUNT MANAGER
3-5 YEARS EXPERIENCE – EXCELLENT COMPANY AND COMPENSATION
Requirements:
- 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
|
|
9129 total views, 1 today