Personal Lines Account Manager
Hello World Recruitment
Hello World Recruitment
Expérience
Catégorie
We are seeking a Personal Lines Account Manager who excels in providing comprehensive client service. In this role, you will manage a portfolio of accounts and support clients with their personal insurance needs. You will be a key point of contact, ensuring client retention through expert advice and efficient policy management.
Expert Client Service: Deliver comprehensive, professional service to a diverse portfolio of personal lines clients.
Portfolio Management: Manage renewals, process endorsements, and handle account inquiries with precision.
Risk Assessment: Evaluate client needs and risk exposures to recommend tailored insurance solutions.
Claims Support: Confidently guide clients through the claims process, acting as a supportive advocate.
Collaboration: Work closely with producers, insurance partners, and internal teams to ensure seamless service.
Documentation: Prepare insurance applications, proposals, and accurate policy documentation.
Licensing: Active RIBO license in good standing is required.
Experience: 3+ years of experience within a Personal Lines brokerage environment.
Technical Skills: * Proficiency in Microsoft Office (Word and Excel).
Experience with EPIC, Compu-Quote, and various broker portals is considered a strong asset.
Interpersonal Skills: * A collaborative team player with a strong work ethic.
Excellent communication, presentation, and negotiation skills.
Strong commitment to professionalism and high service standards.
Compensation: 💰 $50,000 – $100,000 per year + commission incentives and potential performance-based bonuses + Matching Group RRSP contributions.
Work-Life Balance: Hybrid work flexibility and two paid personal days each year.
Health & Wellness: Comprehensive group health benefits including an Employee Family Assistance Program (EFAP).
Professional Growth: Reimbursement for professional membership fees (RIBO, IBAO, IIC) and ongoing educational support.
Commuter Perks: Free parking and professional office space.
Additional Information:
Hours: 35 hours per week.
Work Environment: Professional, engaging, and collaborative.
Contact: If this role sounds like a good fit for you, please reach out directly at alexander@helloworldrecruitment.ca to learn more.
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Hello World Recruitment is the Canadian recruitment firm dedicated to Insurance professionals in North America. We understand the specificities of every company and select highly qualified professionals and executives who can execute and innovate, but also blend in the organization's culture and context. We partner with the most exciting teams to offer career-defining opportunities. We take pride in supporting your career growth and building highly collaborative Insurance teams.
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