Personal Lines Account Manager
August 2, 2024 by Comma Recruitment
Filed under Jobs
Comma Recruitment are looking for RIBO licensed service staff to service a book of existing Personal Lines business, make amendments, policy changes, provide coverage advice, renewals and remarkets.
This is a full time, salaried role, benefits, vacation package, ongoing training and mentoring with a large, multi-national brokerage.
Excellent salary, bonus, benefits and pension plan, we also have opportunities for senior brokers with experience managing VIP/High value clients, superb package and increased salary for these roles.
Position Summary:
To provide customer service for Personal Insurance policies and taking responsibility for the retention of a large existing book of home and auto business
What you will be doing:
- Service on-going client needs, advise on insurance matters, conduct needs assessment, recommend solutions, answer inquiries and process renewals
- Complete relevant administrative tasks, process correct and accurate documentation
- Contact Underwriters and Adjusters to discuss guidelines and policy
- Prepare documentation for insurers, complete applications for clients, issue insurance certificates, process changes and review renewals
- Keep current on underwriting rules and workflow processes
- Actively participate in training initiatives
What you bring to the table:
- RIBO Licensed
- Insurance experience with two or more years customer service experience
- Exposure to insurance systems, EPIC is an asset
- Proficient in MS Office – Word, Excel, Outlook
- Excellent customer services skills
- Demonstrated ability to handle multiple priorities successfully
- Strong analytical and organizational skills
- Excellent verbal and written communication skills
Please forward resume to [email protected]
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