Job Description

We are a fast paced brokerage in New Tecumseth looking for a Personal lines Account Manager with RIBO licence and a minimum 2 years experience in this sector. The primary function of this position is to provide quality service to existing clients and cross sell within the existing book of business.

Job Requirements:

  • Build and maintain constructive and effective relationships with clients by meeting and exceeding expectations.
  • Be a self starter, result driven, able to work independently, multi task and organized.
  • Responsible for all aspects of an assigned book of house business based on Alpha Split.
  • Reviewing Policy Renewals, new policy applications, endorsements, follow ups, remarketing and customer service on accounts through company established workflows and in a timely manner.
  • Processing Client policy changes on insurance Company portals.
  • A strong attention to detail.
  • Contact underwriters and adjusters and be a strong liaison for the client when issues arise.

 

Job Specifications:

  • RIBO Licenced
  • Must understand marketplace trends and Best practices to meet clients needs
  • Thorough knowledge and analysis of personal insurance underwriting, coverage & rate analysis
  • Strong written and verbal communication skills
  • Ability to prioritize and self manage work load
  • Working knowledge of Applied Systems ( TAM, EPIC), EXCEL, WORD,
  • An asset to have your Canadian Accredited Insurance broker (or actively pursuing), CIP

Job Posting Details

Job Type

Full-Time

Market Segment

Insurance

Company Type

Appraisal Service

Languages Required

English

Education Required

Insurance License Level 1
RIBO

Minimum Experience Required

3 to 4 Years

Views

309