Personal Lines Account Manager
Attention Personal Lines Account Managers, our client is mid-sized brokerage in Burlington, Ontario. They are a family-owned brokerage that has been in business since 1927. They treat their employees like family. They work hard but also take time to celebrate their success.
They are currently looking for a full-time Personal Lines Account Manager to join their personal lines department. As part of the team you will work with clients performing as a trusted advisor and advocate by handling renewals, assessing risk exposures, providing recommendations for coverage, offering claims advice, recognizing, pursing and capturing new business wins from many sources including internal referrals, cross-selling and up-selling opportunities.
So, What Will You Spend Your Days Doing?
- Processing renewals, new business and endorsements.
- Assessing risk exposure and providing recommendations for coverage
- Process client invoices
- Offer clients claims advice
- Partner with Producers on accounts
- Data entry into carrier insurance portals and broker management system.
- Remain current with carrier offerings and changes; must be familiar with all carriers we support.
- Help create a customer-centric mindset and culture.
Key Qualifications
- Effective Team player with a strong work ethic
- Dedicated client focus and superior client service skills
- Superior verbal and written communication skills
- Accurate Risk Selection and successful execution of “Front Line” underwriting
- RIBO or OTL license
- CIP or CAIB designation is an asset
- Previous experience working in a brokerage in a personal lines capacity
- Previous TAM experience is an asset
What We Offer
- Competitive compensation and benefits package
- Hybrid work from home and in the office along with a flexible work schedule
- Paid sick time and personal time off
- Opportunity for advancement
- Strong partnership with our markets
- Outstanding history and commitment to our employees
- Commission on new business sales
- Support in pursuing industry related courses
AIRS, Professional Recruiter Certification