Job Description

Job Description

We are currently seeking a dynamic individual to join our Personal Lines Insurance Department as a Signature Account Manager.

 

Why Lawrie Insurance Group?

  • Comprehensive benefits plan
  • Company pension plan and optional RRSP
  • Education and career development support
  • Continuing education reimbursement program
  • Positive work culture and environment
  • Employee & Family Assistance Program
  • Fun team environment with family-like atmosphere

 

What will you do?

  • Signature Account Manager will provide client service for our “Signature Clients” & manage the client section.
  • Manage renewal with an expectation of 95% retention.
  • Process policy changes.
  • Provide claims counselling, advice and follow-up.
  • Account round, quote new sales and referrals for clients and their families.
  • Provide Client Assist Leads to Commercial & Employee Benefits/Group Retirement Team.
  • Phone calls & Emails: All must be returned ASAP. Morning calls in the morning and afternoon calls before end of day.
  • Claims: All claims must be reported. If they are not reported, must be reviewed with management.
  • Renewals: 45-60 days prior to renewal—with the assistance of Signature Assistant (TSR).
  • Rewrites: Rewrites must be placed with an alternative carrier prior to expiry date and submitted to LIG in-house underwriter within carrier binding time limit.
  • Cancellations: Processed immediately. Advise client to “stop payment” if carrier cannot discontinue debits.
  • Endorsements: Processed immediately on the company portal. Confirmation sent to insurer may be necessary, must be sent if client declines coverage(s).
  • Activities: must be worked on daily and current dated (within 7 days).
  • Accounts receivables: responsible for agency bill and accounts collection.
  • Month end report: Monthly retention/cancellation reports to be completed and reviewed with management.
  • Audits: Monthly file and phone audits with expectation of 95%.
  • Personal Lines Meetings: Responsible for providing company updates on corresponding carrier assigned.
  • Carrier Binding Limits: responsible for knowing our carriers and ensuring limits/time are not exceeded.

 

 

Knowledge, Skills and Qualifications

  • Strong communication, presentation and relationship skills.
  • RIBO license and other industry qualifications such as CAIB, CIP etc.
  • Minimum of 3 years Personal Lines Service experience as a CSR.
  • Excellent interpersonal skills.
  • Ability to organize and prioritize work effectively.
  • Strong interpersonal skills.
  • Ability to organize and prioritize work effectively.
  • Strong attention to detail.
  • High level of computer skills, knowledge and previous experience working with Applied Systems (TAM/EPIC) and Compu-quote is an asset.
  • A positive attitude and high level of energy, with the ability to work in an environment that fosters team spirit and goal setting.

 

About Lawrie Insurance Group

Founded in 1982 and now ranked in the top 5% of brokerages in Canada, LIG is a privately owned and operated insurance brokerage with over 100 employees specializing in all areas of personal and corporate property/casualty insurance, employee benefits, financial services and group retirement products. We are a fiercely independent insurance brokerage with no financial ties to any of our insuring partners, allowing us to be truly objective in meeting the needs of our clients. Our relationships with our insuring partners are solid and we represent over 60 Canadian and International insurance companies giving us full access to aligning clients with the right insurer for the long-term. Our success over the past 30+ years has been built by the amazing people at LIG and the relationships of trust that are built with clients and the community as a whole.

We offer a work environment that is described by our clients, insurers and employees as being fun, challenging, stimulating, fast paced and highly professional.

 

Please note, only selected candidates will be contacted. Thank you for your interest in this exciting opportunity.

 

Lawrie Insurance Group Inc. is an equal opportunity employer and is committed to providing employment accommodation in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act. Please advise Human Resources if you require accommodation.

Job Posting Details

Job Type

Full-Time

Market Segment

Insurance

Company Type

Insurance Brokerage

Education Required

RIBO

Minimum Experience Required

3 to 4 Years

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671