Account Manager Jobs

WE OFFER :

• 100% tuition re-imbursement for business relevant courses and training
• Professional Development Courses & Designations
• Half volunteer day to make a difference and give back to your community
• Hybrid remote work flexibility
• Great learning and growth opportunities
• RRSP Matching Program
• A competitive compensation package
• Vary Days
• Full Benefits Package

POSITION OVERVIEW:

Whitley Newman Insurance & Financial Services is hiring for an Account Manager, Personal Lines. The successful incumbent will be responsible for maintaining a book of business, generating new business, servicing client needs, and assisting the producer on new business activities.

RESPONSIBILITIES:

• Support other members of the team when needed
• Act as a Personal Lines Insurance technical resource to Personal Lines employees and new hires.
• Release renewals after making appropriate changes , when needed.
• Report order: MVR, Autoplus, HITS
• Total account sales awareness, cross sell and up sell as much as possible.
• Prepare new business documents to be sent for signatures, etc.
• Issue pink slips when needed in addition to completing miscellaneous duties as assigned.
• Respond promptly to telephone, email and fax enquiries, ensuring a high level of service is maintained.
• Action all renewals, endorsements and claims.
• Issue in-house endorsements and new business on company portals, when needed.
• Review and invoice all endorsements (and renewals, if necessary).
• Renewal review, recommendations, comparison quotes and remarket when needed.
• Scan and attach documents to EPIC.
• Process change requests on EPIC/company portals, when needed.
• Quote cross sells and up sell as much as possible.

REQUIREMENTS:

• Client development / relationship management experience.
• Proficiency in Outlook, Word and EPIC
• Minimum 3-5 years insurance experience.
• Ability to be a self starter with strong written and oral communication skills in addition to strong organizational skills.
• R.I.B.O. is required and preferably working towards C.I.P. or C.A.I.B. designation.
• Superb interpersonal and presentation skills and attention to detail.

Whitley Newman Insurance is actively committed to support diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply.