Personal Lines Account Manager - Insurance
- North Bay, ON, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Experience
- Minimum 3-5 years of experience in personal insurance account management.
- Posting language
- English
- Posted
Original job description
At Hello World Recruitment, we specialize in identifying and offering top-tier Insurance Broker opportunities across North America.
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
If this role sounds like a good fit for you, please reach out directly at alexander@helloworldrecruitment.ca to learn more.
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 by responding to client inquiries, reviewing renewals, providing quotes, and remarketing policies as needed. Process endorsements, renewals, and claims through EPIC and insurer portals, while identifying opportunities to cross-sell and up-sell products.
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
- Renewal Reviews
- Insurance Quoting
- Policy Remarketing
- Cross-Selling
- Up-Selling
- Claims Handling
- Endorsements Processing
- Brokerage Management Systems
- Insurance Carrier Knowledge
- Communication
- Organization
- Microsoft Outlook
- Microsoft Excel
- Microsoft Word
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
- Management & Leadership
Keywords
- Personal Lines Insurance
- Insurance Brokerage
- Account Management
- Client Service
- Policy Renewals
- Insurance Quotes
- Policy Remarketing
- Cross-Selling
- Up-Selling
- Claims Processing
- Endorsements
- EPIC
- Brokerage Management Systems
- Insurance Carriers
- Microsoft Outlook
- Microsoft Excel
- Microsoft Word
- RRSP Matching