Closed listing
Personal Lines Account Manager - Insurance
- North Bay, ON, Canada
Full-time
This opening has closed.
The original listing is kept below for reference.
Job details
- Job type
- Full-time
- Closing date
- Experience
- Minimum 3-5 years of experience in personal insurance account management.
- Posting language
- English
- Posted
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Search current openingsOriginal job description
Archived listing. The details below describe a past opening.
We’re looking for a Personal Lines Account Manager to join an a fast-growing team with a brokerage in North Bay, ON. This role will be responsible for managing a book of personal lines business, helping to drive growth while maintaining strong relationships with existing clients.
3 Reasons To Apply
🔑 Join a reputable brokerage that values personal growth and offers career development opportunities.
💰 Competitive compensation package with benefits, RRSP matching, and more.
✅ Fun team environment close-knit team that understands the need for opportunites to have fun.
Responsibilities
- Client Service & Support: Respond quickly and professionally to telephone, email, and fax inquiries while ensuring the highest level of service.
- Account Management: Review renewals, provide quotes, and remarket policies as necessary to keep the portfolio competitive.
- Cross-Selling & Up-Selling: Identify and act on opportunities to cross-sell and up-sell products to maximize account growth.
- Claims & Endorsements: Handle endorsements, renewals, and claims, ensuring all necessary documentation is processed through EPIC and company portals.
- Minimum 3-5 years of experience in personal insurance account management.
- Experience wiht brokerage management systems.
- Strong knowledge of insurance carriers.
- Excellent interpersonal, communication, and organizational skills.
- Proficient in MS Outlook, Excel, and Word.
If this role sounds like a good fit for you, please reach out directly at alexander@helloworldrecruitment.ca to learn more.
More about this job
Responsibilities
Manage a book of personal lines insurance business, respond to client inquiries, and maintain strong relationships with existing clients. Review renewals, provide quotes, remarket policies, identify cross-selling and up-selling opportunities, and process endorsements and claims through EPIC and insurer portals.
Requirements
Candidates should have 3–5 years of experience in personal insurance account management, experience with brokerage management systems, and strong knowledge of insurance carriers. Excellent interpersonal, communication, and organizational skills, along with proficiency in Microsoft Outlook, Excel, and Word, are required.
Skills
- Client Service
- Account Management
- Renewal Reviews
- Insurance Quoting
- Policy Remarketing
- Cross-Selling
- Up-Selling
- Claims Processing
- Endorsements
- Brokerage Management Systems
- Insurance Carrier Knowledge
- Communication
- Organization
- Microsoft Outlook
- Microsoft Excel
Benefits
- Benefits
- RRSP Matching
Visa sponsorship
Not detected in the job text
Hiring contact
Alexander
Hiring contact email
alexander@helloworldrecruitment.ca
Categories
- Customer Service & Support
- Sales
- Finance & Accounting
- Management & Leadership
Keywords
- Personal Lines Insurance
- Insurance Brokerage
- Account Management
- Client Service
- Policy Renewals
- Insurance Quotes
- Policy Remarketing
- Cross-Selling
- Up-Selling
- Claims
- Endorsements
- EPIC
- Company Portals
- Brokerage Management Systems
- Insurance Carriers
- Microsoft Outlook
- Microsoft Excel
- Microsoft Word
- RRSP Matching