P&C Insurance Personal Lines Account Manager – Work from Home

P&C Insurance Personal Lines Account Manager – Work from Home. Calgary, AB or Remote. Full-time or part-time. Dec 16, 2022.

• Be customer focused and respond promptly to inbound leads and questions while working from home
• Demonstrate effective service skills by providing options for customers to fit their unique insurance needs
• Effectively communicate by telephone and email to resolve issues, describe programs & services to customers and when appropriate, cross-sell and up-sell other insurance products
• Conduct a full file review for underwriting quality and risk exposure for each customer contact
• FPR – First point resolution – able to adhere to all partner systems and underwriting processes
• Influence customer loyalty through professionalism & courtesy while achieving brokerage standards for key performance indicators on a team & individual basis
• Obtain/solicit leads and cross-sell other lines of business to assist with customer loyalty
• Work to improve the broker sales process as you service both leads and customers

• RIBO license required or equivalent in other Provinces
• Exceptional written and verbal communication skills
• Strong computer skills including Microsoft Office and adaptable to change
• Effective use of time management and the ability to be a self-starter
• Able to work in a fast-paced environment and to multitask
• Collect relevant information systematically and through probing questions to process inquiries quickly and accurately
• Solidify customer relationships through retention efforts and follow through on commitments
• Bilingual in French and English would be a plus
• Life insurance experience and active license would be a plus
• Familiarity with CRM software (Salesforce, Hubspot, etc.), marketing (Facebook/Google Ads, SEO, etc.), and design tools (Figma, Photoshop) also a bonus

• Competitive rewards package including base compensation, benefits, bonuses
• Exceptional career development opportunities
• We’ll support your professional development education and licensing

• Work effectively with team/work group or those outside the formal line of authority (e.g. peers, senior managers) to accomplish organizational goals
• Develop with colleagues and insurers, recommendations and options to adequately and cost-effectively meet client insurance needs
• Keep management and others informed appropriately and as required about work status
• Take actions that respect the needs and contributions of others

• We’re looking for team members that have ideas on how to improve our processes, win-rates, and accelerate sales cycles
• We want team members to be proactive in sharing and implementing new ideas, and to be able to execute quickly
• There will be plenty of opportunities for those that take ownership of their responsibilities to expand and define their own role