Job Purpose
In this role, you will be responsible for managing and growing a portfolio of personal lines clients by maintaining clear communication, processing policy changes accurately, and providing tailored insurance solutions. This role involves proactive client engagement, networking to generate leads, and collaborating with team members to achieve company goals. The Personal Lines Account Manager will ensure client satisfaction through timely responses, problem-solving, and strategic upselling and cross-selling opportunities.
Duties and Responsibilities
- Maintain clear and effective communication with clients, addressing concerns, discussing policies, and making necessary changes.
- Identify and target potential clients through cold calling, networking, and referrals.
- Process policy changes, endorsements, and renewals promptly and accurately.
- Provide value by offering new coverages, identifying exposures, and advising clients on the best solutions for their business.
- Network to generate leads and maintain a robust pipeline.
- Maintain and exceed retention targets through proactive client engagement.
- Discuss and set payment terms, actively managing accounts receivables.
- Problem-solve and overcome sales objections effectively.
- Respond to insurance company and client inquiries professionally and promptly.
- Complete all necessary documentation accurately on technology platforms for marketing purposes.
- Keep current client files organized and up-to-date.
- Maintain and strengthen relationships with current clients, ensuring their needs are met and contracts are renewed in a timely manner.
- Work closely with colleagues across departments to drive company objectives, fostering a collaborative and supportive team environment.
- Oversee a portfolio of clients, identifying opportunities for cross-selling and upselling to maximize revenue and client satisfaction.
- Perform other duties as required to support the team and business objectives.
Qualifications
- Minimum College or University level Degree/Undergraduates Degree or comparable experience
- Minimum 3 years of successful broker experience in a general insurance brokerage (preferred)
- General Insurance Agent license
- Proficient with insurance policy systems as well as MS Office, specifically Excel, Word, and Outlook
- Experience working with company portals and Broker Management System (EPIC) is an asset.
- CIP or CAIB Certification or working towards its completion
- Proficiency in Vietnamese is not required, but considered a strong asset
Competency
- Demonstrated ability to handle multiple priorities successfully
- Excellent verbal and written communication skills
- Strong analytical, time management and organizational skills
- Strong attention to detail and efficient keyboarding skills.
- Ability to work independently and as part of a team.
- Technical knowledge of a variety of personal lines products
- Ability to create realistic schedules and meet deadlines under pressure and interruptions
- High level of integrity, confidentially, and accountability
Job Types: Full-time, Permanent
Work Location: In person