Personal Lines - Account Manager
- Halifax, NS, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
Company Description Bauld Insurance is an independent insurance broker that has been serving clients since 1947 and is now a leading locally owned and managed provider in the Halifax Regional Municipality. The company offers a broad range of insurance products, including business/commercial, home, auto, and personal coverage. Bauld Insurance focuses on understanding each customer’s unique needs and recommending tailored insurance solutions. The team provides end-to-end service, including support through the claims process, to ensure clients are well protected and enjoy peace of mind. Bauld Insurance emphasizes a family-oriented culture and strives to treat customers with the same care and respect.
Role Description
As a Personal Lines Account Manager, you will be the primary point of contact for our clients, delivering exceptional customer service across multiple channels - including in person, by phone, and via email. You will support clients with a wide range of insurance-related needs, such as making policy changes ,answering coverage questions, comparing and shopping policies, guiding clients through the claims process, advocating on behalf of clients when needed.
You will be expected to uphold our Commitment to Excellence and adhere to Bauld’s Service Standards, ensuring that the highest level of service is consistently delivered to our clients, colleagues, and management team.
Qualifications
Experience
- Three to five years of personal insurance experience is preferred.
Professional Credentials
- Level 1 General Insurance License is required
- Canadian Accredited Insurance Broker (CAIB) Or Charted Insurance Professional (CIP) Designation or working toward either designation is considered an asset.
Knowledge, Skills & Abilities
- Strong understanding of personal insurance products, coverage, and settlement practices.
- Exceptional verbal and written communication skills.
- Strong customer service orientation.
- Ability to explain insurance products and coverage in clear, accessible language.
- Ability to prioritize work and manage multiple service inquiries
- Proficiency with Microsoft Office and brokerage management systems.
- Self-motivated, organized, and capable of working both independently and collaboratively.
- Strong attention to detail and commitment to accurate documentation
More about this job
Responsibilities
Serve as the primary client contact across in-person, phone, and email channels, handling policy changes, coverage questions, and policy comparisons. Guide clients through claims, advocate for them when needed, and uphold the company’s service standards.
Requirements
Three to five years of personal insurance experience is preferred, and a Level 1 General Insurance License is required. Candidates should understand personal insurance products and coverage, communicate clearly, provide strong customer service, manage multiple inquiries, and be proficient with Microsoft Office and brokerage management systems; CAIB or CIP credentials, or progress toward them, are an asset.
Skills
- Personal Insurance
- Customer Service
- Policy Changes
- Coverage Explanation
- Policy Comparison
- Claims Support
- Client Advocacy
- Verbal Communication
- Written Communication
- Work Prioritization
- Microsoft Office
- Brokerage Management Systems
- Organization
- Attention To Detail
- Accurate Documentation
- Teamwork
Visa sponsorship
Not detected in the job text
Categories
- Customer Service & Support
- Finance & Accounting
- Sales
Keywords
- Personal Insurance
- General Insurance
- Level 1 General Insurance License
- CAIB
- CIP
- Insurance Products
- Insurance Coverage
- Settlement Practices
- Policy Changes
- Policy Comparison
- Claims Process
- Client Advocacy
- Customer Service
- Microsoft Office
- Brokerage Management Systems
- Service Standards
- Documentation
- Personal Lines