Job Description
Personal Lines Account Manager
100% Remote opportunity
Hybrid if live in Windsor Essex Area
Very competitve base salary + lucrative commission structure
Our client, a rapidly growing national brokerage, is looking for a full time RIBO licensed Personal Lines Account Manager to join our growing head office team. This individual will be responsible for working with our existing clients providing excellent customer service and outstanding value in every transaction. This is an ideal role for a strong team player who is detailed oriented, enjoys working with people and a commitment to deliver results on required deadlines. This role will require a flexible individual to adapt to the growth of the business!
Responsibilities:
- Managing all aspects of an existing book of business including:
- New Business Sales
- Upsell existing clients
- Complete outbound calls as required for renewal review and special projects
- Ensuring targets for new business and retention are met, including by means of re-marketing
- Cross-selling other insurance and financial products based on the minimum requirements
- Respond to inbound inquiries by providing effective and efficient customer service to verbal and written inquiries
- Resolving client concerns and complaints while ensuring that Service Excellence Standards are met.
- Process policy changes, new business, and cancellations on company portals
- Ensure coverage standards and company requirements are met
- Maintaining and understanding all underwriting guidelines and products for our insurance companies
- Knowledge of diverse insurance policies and emerging insurance trends
- Claims follow ups and reporting
- Support the team in ensuring customer service levels are maintained
Qualifications:
- RIBO licensed
- Minimum 2 - 3 years of experience in Personal Insurance
- Strong interpersonal and communication skills both written and verbal
- Strong social skills and confidence required to succeed
- Ability to work independently and in a team with minimal supervision
- Effective organizational, time and client management skills with an ability to prioritize tasks
- Effective communication skills both written and verbal
- Proactive and customer focused approach
- Resourceful researching skills
- Quick, efficient and accurate data entry skills
- Working knowledge of Microsoft Office Products (Word and Excel)
DGA Careers has been proudly serving the Canadian insurance industry for over 30 years, specializing in providing insurance recruiting services to major insurers, insurance brokerage firms and independent adjusting firms. With offices in Toronto, Vancouver, Montreal, Edmonton, and Calgary, DGA is well positioned to conduct searches with a national scope. Our unrivalled professional network across Canada provides us with the ability to reach vital key influencers and passive candidates nationally.
Interested candidates please contact Antonella Leone at 647-624-9609 or forward your resume in confidence to antonella@dgacareers.com. If you are working with another DGA recruiter, feel free to ask them about this position.