Personal Lines Account Manager - North York, Canada - Paisley Partners Insurance Brokers

Description

WE OFFER:

• Great learning and growth opportunities
• A competitive compensation package
• Full Benefits Package
• RRSP Matching Program
• 100% tuition reimbursement for business relevant courses and training
• Half volunteer day to make a difference and give back to your community
• Vary Days

POSITION OVERVIEW:

Paisley Partners is hiring a Personal Insurance Account Manager and will report to the Personal Lines Team Lead - Servicing.

The successful incumbent will be responsible for achieving business growth on an existing book of business and retaining an existing book of business.

RESPONSIBILITIES:

• Renewal review, recommendations, comparison quotes and remarket when needed
• Total account sales awareness, cross sell and up sell as much as possible
• Action all renewals, endorsements and claims
• Process change requests on EPIC/company portals, when needed
• Review and invoice all endorsements (and renewals, if necessary)
• Issue inhouse endorsements and new business on company portals, when needed
• Release renewals after making appropriate changes, when needed
• Scan and attach documents to EPIC
• Quote cross sells and up sell as much as possible
• Issue pink slips when needed in addition to completing miscellaneous duties as assigned
• Prepare new business documents to be sent for signatures, etc.
• Report order: MVR, Autoplus, HITS
• Support other members of the team when needed

REQUIREMENTS:

• Minimum 5 years insurance experience. 3 years preferred in VIP space
• EPIC brokerage system experience
• R.I.B.O and C.I.P designation required as well as C.A.I.B or at minimum working towards the designation
• Strong knowledge of insurance carriers
• Superb interpersonal, communication, and effective problem solving skills
• Ability to be a selfstarter with strong written and oral communication skills as well as organizational skills
• Advanced skills in MS Outlook, Excel, Word

Paisley Partners is actively committed to support diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities.

We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply.

We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs.


Job Types:
Full-time, Permanent


Schedule:

• Monday to Friday

Work Location:
In person