Personal Lines Account Manager
Personal Lines Account Manager
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Primary Duties
- Develop and maintain positive client relations
- Positive demeanor and outlook when it comes to customer management and service
- Collaborate with our Underwriters daily and maintain a strong and positive relationship
- Review property appraisals reports and identify recommendations
- EDocs/Renewal lists review and handle accordingly
- Manage client policy renewals as well as remarket existing clients when necessary
- Process outstanding payments and banking information changes
- Transact and Invoice Agency Bill Policy
- Follow up on abeyances on a daily basis
- Quote policy changes through CQ and company portals
- Assist and Account Executives with renewals policy changes and new business
- Ability to problem solve and use appropriate judgment when assessing a risk or issue
Requirements
- Must have a Registered Insurance Brokers of Ontario license in good standing (RIBO) CIP or CAIB certification is an asset
- Sound knowledge of the insurance industry policies and products
- 1 to 2 years experience as a Personal Lines Account Manager/CSR/TSR
- Excellent Customer Service Communication and Computer skills with Microsoft Office experience.
- Ability to work as a team and work well under pressure
- Superior organizational verbal and written communication skills
- Knowledge of Power Broker and Applied Rating (CompuQuote) is an asset
Mindtris a minority womenowned enterprise is at the forefront of digital transformation technology excellence and business growth solutions. Specializing in talent mobilization and innovation we are dedicated to enhancing customer experiences across diverse sectors such as Information Technology Telecommunications Healthcare Engineering and the Public sector. With a focus on deploying toptier talent and fostering innovation we empower businesses to thrive and excel in a rapidly evolving digital landscape helping them reach new heights of success. Mindtris is committed to fostering workforce diversity and is proud to be an equal opportunity employer.
Employment Type
Full Time
