ID: 17642

Personal Lines Account Manager

Whitley Insurance & Financial Services - Trenton, ON



  • 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

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.


  • 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


The information contained in this job advertisement has been provided by an external employer. META Employment Services is not responsible for the accuracy, authenticity or reliability of the content.

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