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ID: 17642

Personal Lines Account Manager

Whitley Insurance & Financial Services - Trenton, ON

Education/Training/Certifications

REQUIREMENTS:

  • Minimum 3-5 years insurance experience
  • R.I.B.O. is required and preferably working towards C.I.P. or C.A.I.B. designation
  • Client development / relationship management experience
  • Superb interpersonal and presentation skills and attention to detail
  • Ability to be a self starter with strong written and oral communication skills in addition to strong organizational skills
  • Proficiency in Outlook, Word and EPIC
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Position Requirements

POSITION OVERVIEW:
Whitley Insurance & Financial Services is hiring for a Personal Lines Account Manager. The successful incumbent will be
responsible for maintaining a book of business, generating new business, servicing client needs, and assisting the producer on new business activities.

RESPONSIBILITIES:

  • Respond promptly to telephone, email and fax enquiries, ensuring a high level of service is maintained
  • 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 in-house 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

Type of Job: Full Time,

Hourly Wage/Salary: To be discussed

Hours: Full-time

Closes: Feb 18, 2022


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