Personal Insurance Account Manager Jobs

Strong Communication and Customer Service skills

Prior insurance experience will be considered an asset

Prior Commercial insurance knowledge will be considered an asset

Cultivate client relationships by providing consistently exceptional client experience from sales to service

Leverage software and applications to manage and convert leads

Manage policy renewals, policy changes and cancellations

Sincere and personable, your strong verbal communications skills help you explain complex information in a simple manner

You're a master time manager, who can multi-task with the best of them, plus you demonstrate confidentiality and discretion

Cultivate client relationships by providing consistently exceptional client experience from sales to service

Leverage software and applications to manage and convert leads

Manage policy renewals, policy changes and cancellations

An open, flexible and welcoming workplace

Sincere and personable, your strong verbal communications skills help you explain complex information in a simple manner

You're a master time manager, who can multi-task with the best of them, plus you demonstrate confidentiality and discretion

Bonus! 3-5 years of Commercial experience with Level 2 or working towards CAIB or CIP designation

Cultivate client relationships by providing consistently exceptional client experience from sales to service

Leverage software and applications to manage and convert leads

Manage policy renewals, policy changes and cancellations

Sincere and personable, your strong verbal communications skills help you explain complex information in a simple manner

You're a master time manager, who can multi-task with the best of them, plus you demonstrate confidentiality and discretion

Cultivate client relationships by providing consistently exceptional client experience from sales to service

Leverage software and applications to manage and convert leads

Manage policy renewals, policy changes and cancellations

An open, flexible and welcoming workplace

Sincere and personable, your strong verbal communications skills help you explain complex information in a simple manner

You're a master time manager, who can multi-task with the best of them, plus you demonstrate confidentiality and discretion

Cultivate client relationships by providing consistently exceptional client experience from sales to service

Leverage software and applications to manage and convert leads

Manage policy renewals, policy changes and cancellations

An open, flexible and welcoming workplace

Working knowledge of Broker Management Software: PowerBorker is an asset but not required

Strong organizational and time management skills

1 to 5 years Personal Lines insurance experience

Strong oral and written communication skills

Respond to telephone & email inquiries

Preparation of Renewal binders, endorsements and quotes

Commercial Insurance Account Manager (Remote)

Comprehensive medical and dental benefits

Career growth opportunities and continuing education programs

Manage policy renewals, policy changes and cancellations in accordance with Client Service Strategy.

Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.

Employ expertise in the use of software and applications to manage leads and sell insurance

Sincere and personable, your strong verbal communications skills help you explain complex information in a simple manner

You're a master time manager, who can multi-task with the best of them, plus you demonstrate confidentiality and discretion

Cultivate client relationships by providing consistently exceptional client experience from sales to service

Leverage software and applications to manage and convert leads

Manage policy renewals, policy changes and cancellations

An open, flexible and welcoming workplace

Pursuing or willingness to pursue relevant insurance certifications or education (i.e. CIP, CAIB, CRM) highly preferred.

Consistently acting to upgrade insurance market knowledge, staying ahead of new products and policy changes.

Comprehensive and effective verbal/written communication skills.

2+ years of Personal Lines experience preferably in a Brokerage environment.

Knowledge of EPIC an asset.

Supporting a designated portfolio of clientele, playing a meaningful role in business retention and building upon customer relationships.

Take part in transitioning new business acquisitions to the ongoing management service model

Build and manage effective relationships with internal staff and external business partners

Extended health care and dental benefits

A suite of Health & Wellness offerings

Provide regular updates of plan performance (quarterly updates)

Help client interpret the results

Minimum 2 years in a brokerage as an Assistant or Account Manager

Sig and/or EPIC Experience is beneficial

Provide exceptional customer service to our clients by handling client correspondence

Account service co-ordination including review of documentation for routine policy changes, renewals or cancellations

Research and investigate information to ensure strategic decision-making for the client

Participate in meetings, conferences, trade shows and project team activities

Sincere and personable, your strong verbal communications skills help you explain complex information in a simple manner

You're a master time manager, who can multi-task with the best of them, plus you demonstrate confidentiality and discretion

Cultivate client relationships by providing consistently exceptional client experience from sales to service

Leverage software and applications to manage and convert leads

Manage policy renewals, policy changes and cancellations

An open, flexible and welcoming workplace

4+ years of experience in the Insurance Industry

Ability to plan and manage at the operational, branch level

You’ll manage sales, retention and service needs of clients, balancing between Insurance Advisor and Supervisor duties as appropriate

Customizable flexible benefits options for you and your family

Level 2 General Insurance License

Prepare to motivate, develop and inspire a high performing team where you will support with career development, coaching and training.

P&L and risk management skills and experience preferred.

Typically 10-12+ years account management experience.

University or Bachelor’s Degree preferred, or equivalent experience. Engineering or technology education, advanced degree or MBA desired.

Demonstrated sales and sales management success.

People Management: For people manager roles

Experience in IT industry. Experience working as an IT leader, within an IT department, and/or working within customers is a plus.

Keep up to date the broker management system (TAM) with all pertinent files

At least 1 year experience in the commercial space

Experience with TAM a definite asset

Collecting required renewal information from clients 90 days before renewal

Negotiate renewal terms, and marketing terms from insurers

Reviewing current coverages and recommending changes in coverages / limits where needed