Personal Account Manager
- Vaughan, ON, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
About the Company: We are a large brokerage located in Vaughan, and we are currently looking for a Personal Lines Customer Service Representative (CSR) / Personal Lines Account Manager to grow with our team.
About the Role: If you have a minimum of 3+ years experience as a Licensed Account Manager / CSR, RIBO or OTL licensed for at least 3 years+ and have a desire to continue their insurance career in a highly energetic and positive environment.
Responsibilities: • The successful candidate must have strong work ethic and organization skills, be a team player have ability to work in a fast-paced insurance brokerage. • Above average service and computer skills along with excellent verbal and written communication skills. • EPIC Broker Management System, Applied Rating services and the company portals would be an asset.
Qualifications: • RIBO license (active) • OTL License (willing to convert to RIBO) • University Degree or College Diploma • CAIB, CPIB or CIP designation (or working toward it) would be nice to have
Required Skills: • Minimum of 3+ years experience in Personal Lines while holding a RIBO license or OTL license • Outstanding relationship building and client service • Proficient in EPIC, various insurance company portals and Microsoft Office • Strong organizational, time management, prioritizing • Attention to detail and problem solving skills • Effective written and verbal communication.
This job posting is for an immediate / senior opening within our Personal Lines team.
More about this job
Responsibilities
Provide customer service and account management for personal lines insurance clients. Build strong client relationships and support the team in a fast-paced brokerage environment.
Requirements
Candidates need at least three years of personal lines experience and an active RIBO license, or an OTL license with willingness to convert to RIBO. A university degree or college diploma is listed, while CAIB, CPIB, or CIP designation - or progress toward one - is an asset; strong client service, communication, organization, and computer skills are also required.
Skills
- Personal Lines Insurance
- Client Service
- Relationship Building
- EPIC Broker Management System
- Applied Rating Services
- Insurance Company Portals
- Microsoft Office
- Organization
- Time Management
- Prioritization
- Attention to Detail
- Problem Solving
- Written Communication
- Verbal Communication
- Teamwork
Visa sponsorship
Not detected in the job text
Categories
- Customer Service & Support
- Finance & Accounting
- Sales
Keywords
- Personal Lines
- Insurance Brokerage
- Account Manager
- Customer Service Representative
- RIBO License
- OTL License
- CAIB
- CPIB
- CIP
- EPIC Broker Management System
- Applied Rating Services
- Insurance Company Portals
- Microsoft Office
- Client Service
- Relationship Building
- Organization
- Time Management
- Prioritization
- Attention to Detail
- Problem Solving
- Written Communication
- Verbal Communication
- Teamwork