Personal Lines Account Manager - 8317 in Surrey - IW-

Date of modification:


Job number: IW-

Detail

Job title: Personal Lines Account Manager - 8317 in Surrey

Location: Abbotsford, Burnaby, Delta, Langley, New Westminster, Richmond, Surrey, Vancouver, White Rock

Description

Our client is looking for a Personal Lines Account Manager for their office in Surrey. Our client values integrity and teamwork. If your passion is in helping people find the right protection, then we want to hear from you. 

 What you will be doing:   

  • Process personal lines renewals, new businesses, cancellations, invoicing, etc.  
  • Advise coverages that best meet the clients’ needs  
  • Communicate with Insurers regarding new personal lines & renewal terms, underwriting, inspections, stock reports, appraisals, statement of values, and other underwriting forms  
  • Follow-up with client inquiries, requests, and any outstanding activities in a timely and professional manner  
  • Prospect and cross-sell by identifying additional products/services that may benefit the client 
  • Provide feedback on successes and opportunities to management to assist in strategizing the path forward  
  • Provide support for special projects and other duties, as required, consistent with the department’s scope  
  • Excellent customer service to clients 

 

What we are looking for:  

  • Level II General Insurance License  
  • 2 years experience in the field (preferred)  
  • History in customer-facing sales  
  • Experience achieving sales targets individual and as a team  
  • Well versed in Microsoft Office (i.e. Word, Outlook, Excel, Etc.), DocuSign, Adobe, Applied Webrater and Applied Epic  
  • Understanding of policy wordings/coverage’s  
  • Strong sales and communication skills   
  • Great command of the English language  
  • Multi-lingual skills are an asset 

If this is you, then please don’t hesitate to reach out!   

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 unrivaled professional network across Canada provides us with the ability to reach vital key influencers and passive candidates nationally.  

Interested candidates, please email your resume in confidence to Bea Dizon at bea@dgacareers.com or at 778-383-9790 ext. 102. If you are working with another DGA Recruiter, feel free to ask them for more information about this position. 

Information

  • City: Surrey
  • Market segment: Commercial Insurance
  • Job Type: Full-Time
  • Education: CAIB, CIP, CIP Partial Completion, FCIP, FCIP - Partial Completion, Insurance License Level 1, Insurance License Level II
  • Expertise: Broker-Customer Service , Broker-Personal
  • Minimum experience required: 1 to 2 Years

Apply