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j-53593
Personal Lines Account Manager/CSR (Vaughan)
Company Overview:Our client is a boutique insurance brokerage located in Vaughan Ontario. They are a customer-focused organization with strategic business divisions of Personal and Commercial Insurance, Life Insurance, Travel Insurance as well as Group Benefits. They pride themselves on providing their clients with exceptional customer service to cultivate and enrich ones insurance experiences, while delivering the most comprehensive and economical insurance solutions. Their hands-on-knowledge of the insurance and risk management industry allows them to respond to their client's needs and contribute to their client's success. Their commitment and dedication is not only to their customers, but it extends to their exceptional team. They recognize the importance of human capital as a key driver for their success as an organization. They are an organization that believes in professional, personal and social development of each team member. Their team of experts are some of the most knowledgeable brokers in the industry, providing each client with comprehensive insurance advice and an exceptional insurance experience. As a team member, you can expect to benefit from mentorship of seasoned and passionate professionals; working with like-minded, results-driven team members, extraordinary clients and being part of a growing team.
Position Summary:Our client is hiring a Personal Lines Account Manager. The successful incumbent will be responsible in servicing the client with their insurance needs from the moment they call and inquire to binding coverage accurately and professionally.
Salary: Depending on experiences
Responsibilities:
Respond promptly to telephone, email and fax inquiries, ensuring a high level of service is maintained
Renewal review, recommendations, comparison quotes and re-market when needed
Total account sales awareness, cross sell and up sell as much as possible
Action all renewals, endorsements and claims
Process change requests on Agency Manager/company portals, when needed
Review and invoice all endorsements (and renewals, if necessary)
Issue in-house endorsements and new business on company portals, when needed
Release renewals after making appropriate changes , when needed
Prepare all supporting documents for renewals, re-markets, and/or policy changes
Scan and attach documents to Agency Manager
Issue pink slips when needed in addition to completing miscellaneous duties as assigned
Prepare new business documents to be sent for signatures, etc.
Action all payment issues
Maintain and complete all company underwriting requests
Report order: MVR, Auto-plus, HITS
Support other members of the team when needed
Achieve performance metrics as set out by the Personal Lines Manager
Qualifications:
An active and in good standing RIBO license is required
Minimum 2-5 years of personal insurance experience
Has or currently working towards C.I.P. and/or C.A.I.B.
Strong written, oral communication and presentation skills
Client development/relationship management experience
High attention to detail with strong organizational skills
A self-starter wanting to grow with the organization
Proficient skills in Outlook, Word and The Agency Manager (TAM)
ARE YOU THE ONE THEY NEED!! LET'S CONNECT
Always on the Hunt for You !
Lexi Williams
Senior Administrator for the Insurance Industry
437-234-3420
BIG ENOUGH TO SERVE YOU …small enough to know you
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JOB-BORN Executive Search Inc. is the most respected, successful, placement firm in Ontario that specializes in the Insurance Industry. Established in 1984, we are the highest rated "go to" recruitment consulting firm.
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