Personal Lines Account Manager - RIBO Licensed

Résumé du poste

The Account Manager will oversee a portfolio of Personal Lines clients, handling renewals, policy changes, and new business transactions. They will act as the primary point of contact, ensuring high-quality service and identifying opportunities for coverage enhancements.

Détails du poste

Personal Lines Account Manager – RIBO Licensed About the Opportunity We are seeking an experienced, RIBO Licensed Personal Lines Account Manager to join a growing insurance brokerage. The successful candidate will be comfortable managing a portfolio of Personal Lines clients with a high level of independence and will take a proactive, service-oriented approach to ensuring clients receive the right coverage and an exceptional overall experience. Key Responsibilities Manage and service an assigned portfolio of Personal Lines insurance clients. Act as the primary point of contact for clients, providing responsive and professional service. Manage the full renewal process, including reviewing policies, identifying coverage needs, obtaining quotations, negotiating with insurers, and presenting renewal options to clients. Process policy changes, endorsements, cancellations, new business, rewrites, and other servicing requests. Utilize insurance company portals and broker systems to obtain quotes, process transactions, access policy information, and manage client accounts. Review clients' existing coverage and proactively identify opportunities for coverage enhancements and cross-selling. Build long-term relationships with clients and contribute to strong client retention and satisfaction. Handle client questions, concerns, and service issues promptly and professionally. Liaise with underwriters and insurance company representatives to resolve issues and advocate for clients. Ensure all activities comply with RIBO requirements, brokerage procedures, and insurer guidelines. Stay current with Personal Lines products, market conditions, insurer offerings, and industry developments. Qualifications Active RIBO License is required. 3+ years of experience in Personal Lines insurance, ideally within an insurance brokerage environment. Strong experience managing Personal Lines renewals from start to finish. Hands-on experience using insurance carrier portals, preferably with several major Canadian insurers. Highly organized with strong attention to detail and the ability to manage multiple priorities and deadlines. Confident communicating with clients by phone, email, and virtually. Strong problem-solving and negotiation skills. Ability to work independently while also collaborating effectively with the brokerage team. Comfortable learning and navigating multiple technology platforms and insurer systems. A proactive approach to identifying client needs rather than simply reacting to service requests.

Ce que vous ferez

The Account Manager will oversee a portfolio of Personal Lines clients, handling renewals, policy changes, and new business transactions. They will act as the primary point of contact, ensuring high-quality service and identifying opportunities for coverage enhancements.

Exigences

Candidates must hold an active RIBO license and possess at least three years of experience in Personal Lines insurance within a brokerage setting. Strong organizational skills and proficiency with insurance carrier portals are essential for success in this role.

Compétences indiquées

• Résolution de problèmes · Souhaitée
• Souci du détail · Souhaitée
• Account Management · Souhaitée
• Negotiation · Souhaitée
• Communication · Souhaitée
• Client Relationship Management · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Personal Lines Insurance
• RIBO Licensing
• Account Management
• Renewal Processing
• Client Relationship Management
• Insurance Brokerage
• Policy Administration
• Negotiation
• Problem Solving
• Communication
• Attention To Detail
• Insurance Portals
• Cross-selling
• Underwriter Liaison

Domaines d’emploi

• Customer Service & Support
• Finance & Accounting