Our client is a trusted family-owned and operated insurance brokerage who prioritizes personalized service. It's about protecting what matters most to their clients. Their team is dedicated to going above and beyond to ensure their clients receive unmatched experience, dedication, knowledge, and service.
Personal Lines Account Manager with knowledge of the different insurance companies and insurance portals who is able to service our Personal Home and Auto Insurance clients.
If you have strong organizational skills, able to multitask and knowledgeable on the markets, you can be part of our great team known for customer service and retention!Aside from providing exceptional claims service to our customers, this role will focus on customer care; explaining coverage/limits, reviewing policies, discussing products with respect to the customer’s automobile and property needs, remarketing policies when warranted and developing an account at every opportunity with retention and growth being major focal points throughout the year.
DUTIES and RESPONSIBILITIES:
Customer Service:· Report claims and follow up with the Adjuster & the Insured to ensure client satisfaction· Follow up with the Adjuster & the Insured on regularly basis with respect to serious or more difficult/complex claims· Review policies, as required· Clearly explain coverage and limits to clients, discuss products to address needs and gaps in coverage· Resolve issues regarding client premiums, account reconciliation, and other issues as they arise· Receive payments and follow up on Aged Receivables· Maintain professional demeanor when handling complaints, solving problems or interpreting/resolving conflicts with clients· Obtain, explain, and exchange information with clients, Business Development representatives of professional agencies or governments and with your co-workers while acting within the boundaries of the Privacy Act and as it pertains to our client
Sales:· Develop the client’s coverage by up selling· Write new business by rounding accounts· Write new business by referral
Processing:· Understand how to access and read on-line manuals· Read all incoming Company correspondence to stay informed· Maintain BMS, documenting client
JOB REQUIREMENTSEducation Level· High School level education· Registered Insurance Broker of Ontario (RIBO) Certification
Computer Skills· MS Office Applications· Broker Management Systems· Rating software· Portal Navigation· Excel Application, an asset
Key Knowledge, Skills and Abilities
· Exceptional Customer Service· Multi-tasking· Organization· Problem solving· Conflict management· Effective listening
· Policy interpretation
Interested? Let's connect!
Always on the Hunt for You !
Cristin Filipuzzi, PRCAIRS, Professional Recruiter Certification
JOB-BORN Executive Search Inc.
Recruiter for the Insurance Industry