Intermediate - Senior Personal Lines Account Manager (RIBO) - 7554 - IW- 7554

Date of modification: September 17, 2020


Job number: IW- 7554

Detail

Job title: Intermediate - Senior Personal Lines Account Manager (RIBO) - 7554

Location: Concord, Vaughan, Woodbridge

Description

PERSONAL LINES CUSTOMER SERVICE REPRESENTATIVE

Description:

Experienced Personal Lines Account Manager to manage and service Personal Lines account. We
require an individual with the ability to quote new business, process renewals, midterm policy changes and assist with day to day customer enquires both over the phone and via email.

  • Obtain information from Clients and/or Producers and create submission to Insurers
  • Prepare underwriting submissions, client proposals and maintain accurate documentation with respect to new submissions and renewals
  • Process binders, invoices, Certificates of Insurance and other documents as required
  • Review policy wordings and other documentation for accuracy
  • Follow up with Insurers/Customers for outstanding information, endorsements, policy documents
  • Respond to telephone calls and written enquiries from clients and underwriters in a timely and professional manner
  • Maintain up to date records, expiry lists, daily abeyances
  • Maintain receivables
  • Negotiate terms/pricing/policy conditions with Underwriters and analyze
  • proposals with the ability to make recommendations in terms of the best options for price, coverage and risk alternatives and brokerage income
  • Build & maintain strong relationships with Insurers and clientele
  • Train and mentor junior staff where needed
  • Other miscellaneous duties and special projects as assigned

 

Qualifications:

  • R.I.B.O. licensed with a minimum of two years Personal Lines experience
  • Strong customer service skills in order to maintain long term growth and retention
  • Able to work effectively as part of a team
  • Ability to meet deadlines and communicate the status of assignments
  • Ability to effectively participate in multiple projects
  • High degree of resourcefulness, flexibility and adaptability
  • Skill in teamwork, communication, innovation, adaptability and decision making
  • Advanced skills in Microsoft Office & Excel
  • Proactive approach to problems and issues, working ahead of potential challenges
  • Excellent organization, planning and prioritizing skills
  • Ability to work independently with limited supervision
  • Ability to work well with members of the team & other coworkers
  • Excellent verbal and written communication skills
  • Ability to always provide professional customer service
  • Positive attitude & strong work ethics
  • Well spoken, great demeanor and great interpersonal skills
  • Goal oriented and highly motivated and resourceful to achieve results
     

Compensation:

Competitive salary, tuition reimbursement for courses relating to the position such as
C.A.I.B., C.I.P., C.R.M.

DGA Careers has been proudly serving the Canadian insurance industry for over 30 years, specializing in providing insurance recruiting services to major insurers, insurance brokerage firms and independent adjusting firms. With offices in Toronto, Vancouver, Montreal, Edmonton, and Calgary, DGA Careers is well positioned to conduct searches with a national scope. Our unrivalled professional network across Canada provides us with the ability to reach vital key influencers and passive candidates nationally.

Interested candidates please contact Otis Wong at 416-868-6711 ext 234 or forward your resume in confidence to otis@dgacareers.com. If you are working with another DGA Recruiter, feel free to ask them about this position directly.

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Information

  • City: Vaughan
  • Market segment: Property Casualty Insurance
  • Job Type: Full-Time
  • Education: RIBO
  • Expertise: Customer Service - Group , Broker-Personal , Broker - Group
  • Minimum experience required: 3 to 4 Years

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