Personal Lines Account Manager (Insurance Broker)

Job summary

The Personal Lines Account Manager is responsible for building client relationships, providing insurance quotes, and selling new policies. They also manage account renewals, resolve outstanding client matters, and actively participate in community events to generate referrals.

Job details

Exiting things are happening at Drayden Insurance Ltd., and you could join us for the ride! Here. For You. Whether you are a job searcher, employee, client or a community member in one of our many locations, we are known for placing people first. As an Insurance Broker, you are motivated to make a meaningful impact in people’s lives by helping to protect what matters most to them through account development and new sales. Drayden Insurance Ltd. is looking to add like-minded individuals to its growing team. We are now searching for a Personal Lines nsurance Broker for our office, located in St. Albert, AB. What’s In It For You? * Competitive base salary with additional earning potential through commissions and bonuses * Group Health Benefit Plan including HAS (Health Spending Account) * Company matching RSP program * Employee Assistance Program * Paid vacation, PTO and volunteer days * Education program to support growth and development * Company social events * Insurance and registry services discounts As a Personal Lines Account Manager, you are responsible for building strong, lasting relationships with our clients by helping to protect what matters most to them through account development and new sales. What You Will Do - * Assist clients with their daily insurance needs in person or through technology * Provide quotes and sell new policies to clients * Up-selling of products and services to new and existing clients * Generate client referrals through community involvement and events * Follow up on client accounts to resolve outstanding matters * Make timely renewal calls for existing client business * Remain up to date on product knowledge and build relationships with insurance providers * Commit to self-development through internal training and industry education * Extensive knowledge of insurance company products, programs and payment plans What You Bring to the Team – * Completion of High School Diploma or equivalency * Completion of General License Level 1, or willingness to obtain prior to employment * Drive and motivation for personal growth * Interpersonal skills * Attention to detail About Drayden Insurance Drayden Insurance was founded in 1965 and is named after the small towns in Alberta which it was formed - Drayton Valley and Holden. Drayden Insurance has grown since then, employing more than 200 employees in multiple locations across Alberta, while still keeping its small town, grassroots feel at the forefront. In 2023, Drayden Insurance joined MacDougall Insurance Group, allowing our team to offer clients more insurance products.

What you’ll do

The Personal Lines Account Manager is responsible for building client relationships, providing insurance quotes, and selling new policies. They also manage account renewals, resolve outstanding client matters, and actively participate in community events to generate referrals.

Requirements

Candidates must have a high school diploma or equivalent and possess or be willing to obtain a General License Level 1. Strong interpersonal skills, attention to detail, and a drive for personal growth are essential for this role.

Benefits

• Competitive base salary • Commissions • Bonuses • Group health benefit plan • Health spending account • Company matching RSP program • Employee assistance program • Paid vacation • Paid time off • Volunteer days • Education program • Company social events • Insurance discounts • Registry services discounts

Listed skills

• Time management · Preferred
• Customer service · Preferred
• interpersonal skills · Preferred
• Attention to detail · Preferred
• Sales · Preferred
• Communication · Preferred
• Relationship Building · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Account development
• Sales
• Customer service
• Insurance product knowledge
• Relationship building
• Up-selling
• Referral generation
• Problem resolution
• Communication
• Attention to detail
• Interpersonal skills
• Time management
• Product Knowledge
• Self Development
• Account Development
• Discounts And Allowances
• Employee Assistance Programs
• Interpersonal Communications
• Upselling
• Detail Oriented

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support
• Administrative
• Personal Lines Insurance Account Manager
• Customer Service Account Manager
• Commercial Sales Representatives
• First-Line Supervisors of Office and Administrative Support Workers