Personal Lines Account Manager - Barrie, Canada - Insurance Store

Insurance Store

Verified Company

Barrie, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

ACCOUNT MANAGER

PERSONAL LINES

Reports To:
Team Leader/ Personal Lines Manager

Job Summary:

The Personal Lines Account Manager is responsible for prompt, accurate, and courteous personal lines account management. This role is the primary liaison between the client, the Account Executive and the Company.

The Personal Lines Account Manager acts as the advisor and advocate for the client in personal lines insurance related matters while remaining in compliance with brokerage guidelines, procedures and service standards.

Duties/Responsibilities:

Respond to client inquiries
Respond to insurance company inquiries
Process policy endorsements
Review policies for accuracy when endorsements are made
Review renewals for accuracy
Contact client to review and discuss renewals
Remarket policies when necessary
Identify opportunities to upsell/cross sell
Provide quotes for clients when necessary
Provide binders/confirmation of coverage when necessary
Process cancellations
Assist clients with billing/payment issues
Process payments made by clients
Report claims and assist clients with claims resolutions
Keep current on rates, forms, coverage changes
Back up coworkers during vacations/sick days/lunch breaks
Comply with both regulatory and internal guidelines
Participate in strategic plans to attain goals and objectives of the brokerage
Represent Ives Insurance at brokerage, community and insurance company functions
Maintain professional level of confidentiality and high standards of business ethics
Comply with RIBO requirements for continuing education and track number of hours of education obtained annually
Perform other duties deemed necessary by management

Qualifications/Experience:

RIBO license required
CSIP or equivalent designation required
Excellent interpersonal and communication skills
Excellent organizational and problem solving skills
Effective time management skills
Customer service driven
Ability to work in a fast paced environment with high level of accuracy
Professional demeanor and appearance
Proficient in MS Word, Outlook and BMS

Working Conditions:

Considerable use of electronic media required
Use of personal vehicle for occasional local travel required
Use of personal vehicle for occasional overnight travel requiredResponsibilities:
Manage and grow a portfolio of accounts, ensuring client satisfaction and retention
Develop and execute account strategies to meet sales targets and business objectives
Identify new business opportunities and engage in business development activities
Build and maintain strong relationships with key decisionmakers within client organizations
Collaborate with crossfunctional teams to ensure successful implementation of account plans
Conduct regular account reviews to assess performance and identify areas for improvement
Provide exceptional customer service and address any client concerns or issues promptly
Utilize Salesforce or other CRM tools to track account activity and maintain accurate records

Qualifications:

Proven experience in account management or sales, preferably in a B2B environment
Strong ability to market, communicate, and negotiate effectively with clients
Demonstrated success in driving business growth and achieving sales targets
Proficiency in Salesforce or other CRM software for managing customer relationships
Excellent analytical skills to analyze market trends and identify growth opportunities
Strong leadership skills with the ability to collaborate and influence crossfunctional teams
Selfmotivated, proactive, and able to work independently with mínimal supervision

We offer competitive compensation packages, including base salary plus commission, as well as comprehensive benefits. Join our dynamic team and take your career to the next level in account management

Salary:
$45,000.00-$55,000.00 per year

Benefits: