My Client is seeking a motivated and customer-focused individual to join our team as a Personal Lines Account Manager. In this role, you will play a pivotal part in delivering outstanding service to our clients by assisting with policy inquiries, processing applications, and addressing client concerns. As a key member of our team, you will have the opportunity to make a meaningful impact and contribute to our continued success.  They happily live in the Ontario communities that they do business in, and have always taken strides to be a part of the community. They are proud to give back because without the support of family, friends, and neighbours, they wouldn't be the company that they have grown to be.

 

Truly lovely company, that not only values their clients but their staff too!  They care about your success and growth and treat you like a person, not a robot at a desk.. it's how they treat their clients too, personable!

 

Responsibilities:

• Serve as the primary point of contact for clients, providing prompt and courteous assistance via phone, email, and in-person interactions
• Respond to client inquiries regarding policy coverage, premiums, claims, and billing inquiries
• Process new insurance applications, endorsements, and renewals accurately and efficiently
• Collaborate with insurance carriers to obtain quotes, bind coverage, and process policy changes
• Assist clients with claims reporting and follow-up to ensure timely resolution
• Maintain accurate client records and documentation in our agency management system
• Identify opportunities to upsell additional coverage and products to meet clients' evolving needs
• Stay informed about industry trends, products, and regulations to provide informed recommendations to clients

Qualifications:

• Previous experience in personal lines insurance or customer service role preferred
• Excellent communication and interpersonal skills with a strong commitment to customer satisfaction
• Detail-oriented with the ability to multitask and prioritize in a fast-paced environment
• Proficient computer skills, BMS - Powebroker would be ideal
• MUST HAVE RIBO, 2 YEAR EXPERIENCE

• If you are looking for a great place to build your career, in office with a supportive and growth focused team, this is for you!!! 
• Excellent commissions on NB and Renewals with base great base salary
• Benefits, RRSP MATCH 3%, paid sick time and more!