Personal Lines Account Manager - North York - Paisley Partners Inc.

    Paisley Partners Inc.
    Paisley Partners Inc. North York

    2 days ago

    Default job background
    Insurance
    Description

    Job Description

    Paisley Partners is seeking a highly skilled Personal Insurance Account Manager to join their team.

    This role will involve managing an existing book of business and driving growth through renewal reviews, cross-selling, and up-selling opportunities.

    Main Responsibilities:

    • Respond promptly to client inquiries via phone, email, and fax, ensuring exceptional service standards are maintained.
    • Conduct thorough renewal reviews, provide recommendations, obtain quotes, and re-market policies as needed.
    • Develop a deep understanding of the client's insurance needs and identify opportunities for cross-selling and up-selling.
    • Action all renewals, endorsements, and claims in a timely and efficient manner.
    • Process change requests on EPIC/company portals when necessary.
    • Review and invoice all endorsements (and renewals, if necessary).
    • Issue in-house endorsements and new business on company portals when required.
    • Release renewals after making necessary changes.
    • Scan and attach documents to EPIC.
    • Quote cross-sells and up-sell opportunities as much as possible.
    • Prepare new business documents for signatures.
    • Report order: MVR, Autoplus, HITS.
    • Support other team members as needed.

    Requirements:

    • Minimum 5 years' experience in the VIP insurance space.
    • EPIC brokerage system experience is mandatory.
    • R.I.B.O. certification is required.
    • Strong knowledge of insurance carriers.
    • Excellent interpersonal, communication, and problem-solving skills.
    • Ability to work independently with strong written and oral communication skills, as well as organizational skills.
    • Advanced skills in MS Outlook, Excel, Word.

    About Paisley Partners

    Paisley Partners is committed to diversity, equity, and inclusion. We value and respect human differences and similarities. We actively encourage women, indigenous peoples, visible minorities, people with disabilities, and LGBTQ2+ persons to apply. We strive to provide accommodation upon request for applicants and employees with disabilities.



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Personal lines account manager