Full-Time Personal Lines CSR – Oakville $40K-$50K Ad Number: 24840

Job-Born Executive Search Inc. – Posted by Job-Born Executive Search Inc. – Oakville, Ontario, Canada

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

Endless.

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