Personal Lines Account Manager

August 2, 2024 by  
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]

Comments

Comments are closed.