Personal Lines Account Manager; Insurance

Personal Lines Account Manager (Job #9829) Hybrid - Concord, ON

Our client is a boutique insurance brokerage just off Highway 7 in Concord, Ontario. With a heavy focus on customer service, they deliver the most comprehensive and economical insurance solutions in Personal, Commercial, Life and Travel Insurance. Providing hands‑on‑knowledge of insurance and risk management allows this team of professionals to respond to client's needs through commitment and dedication recognizing the importance of human capital as a key driver for their success as an organization.

This organization believes in professional, personal and social development of each team member supporting them with the tools they need to apply their expertise and provide exceptional client service in return. If you are an experienced Personal Lines Account Manager thinking about a move, this could be your next happy family.

• Achieve performance metrics as set out by the Personal Lines Manager
• Respond promptly to phone and email enquiries ensuring a high level of service is maintained
• Review renewals and provide recommendations, comparison quotes and remarkets when necessary
• Manage and review all renewals, endorsements and claims as well as invoicing
• Issue in-house endorsements and new business on Company portals
• Prepare all supporting documents for renewals, remarkets and policy changes
• Process change requests and enter all documentation in TAM/Company portals
• Release renewals once appropriate changes are completed
• Be open to cross selling and up selling as much as possible
• Prepare new business documents to be sent for signatures, etc.
• Action all payment issues
• Maintain and complete all Company underwriting requests
• Support other members of the team when needed
• Issue pink slips when needed in addition to completing miscellaneous duties as assigned

• Hold a valid and active RIBO License
• 5-10 years of personal insurance expertise in a brokerage setting
• Working towards or interested in pursuing a CIP and/or CAIB
• Strong communication and presentation skills
• Collaborative team player with strong interpersonal skills
• Highly organized with attention to detail
• A self-starter willing to grow with the organization
• Proficient skills in Outlook, Word and The Agency Manager (TAM)

Experienced candidates please forward your resume in confidence to or text . If you are working with another DGA recruiter, feel free to ask them about this position. Only qualified applicants will be contacted.

Name:
Danielle Alexander
Phone:  103
Email: