Personal Lines Account Manager-8355 - IW-8355

Date of modification:


Job number: IW-8355

Detail

Job title: Personal Lines Account Manager-8355

Location: Toronto

Description

  • Excellent written and verbal communication
  • An eye for detail
  • Organized, multi-tasker, and self-motivated
  • Highly empathetic, positive, and competitive
  • A passion for learning and improving
  • Professional, friendly, and respectful in all interactions with clients and colleagues
  • Natural problem solver that identifies solutions and is adaptable to change
  • Ability to think quickly and learn fast and sound decision-maker
  • Post Secondary Diploma is an asset
  • RIBO license in good standing
  • CAIB or CIP Designation or demonstrated progress towards attaining certification
  • Minimum of 2-3 years of Insurance experience, specifically Personal Insurance products
  • Above-average Microsoft Office skills and working knowledge of BMS systems such as EPIC

JOB SUMMARY

  • Manage the complete customer service experience for clients in the assigned book of business including handling general inquiries, managing policy changes, reviewing policy documents, reporting and following up on claims, etc.  
  • Provide advice and counsel on personal lines matters
  • Ensure maximum retention of assigned personal lines book of business
  • Ensure that all policy documentation is managed and communicated in a timely manner to clients.
  • Assist with policy invoicing and the collection of outstanding accounts receivable.
  • Thoroughly document all client and underwriter communications in the Broker Management System (BMS).
  • Upgrade processes and procedures to help us adapt to the growth that our brokerage is experiencing.
  • Represent the company Insurance at industry events, build relationships with the insurance carriers.
  • Promote company through Social Media and LinkedIn 
  • Monitor and meet all RIBO Continuing Education Requirements
  • Other duties as assigned

 

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 Daher Hassan at 416-868-6711 x.224 or forward your resume in confidence to Daher@dgacareers.com. If you are working with another DGA recruiter, feel free to ask them about this position.

Information

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

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