Personal Lines Account Manager
Top Benefits
About the role
WHAT WE OFFER:
- Great learning and growth opportunities
- A competitive compensation package
- Full Benefits Package
- RRSP Matching Program
- Professional Development Courses & Designations
- A volunteer day to make a difference and give back to your community
- Vary days – including a day off for your birthday
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
- Act as a Personal Lines Insurance technical resource to Personal Lines employees and new hires
- 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
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
Navacord is actively committed to support diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply. We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs.
About Whitley Newman Insurance & Financial Services
Whitley is well regarded as a “market leader” in auto, property, life and investments – for both personal and business insurance needs.
Whitley Newman Insurance and Financial Services will develop a complete, simplified and individualized plan for your family or business that not only provides insurance protection but personal service that reviews your needs as you grow and accumulate assets – building wealth.
At Whitley we want our customers to feel they’re not only getting good value but getting the right coverage, the right advice; to feel their assets, families and businesses are protected and secure.
Anyone can buy insurance and financial counsel, but you can’t buy feeling you made the right decision and feeling your needs are met and looked after day-to-day. Without exception our clients do.
Your insurance provider should make you feel assured. Call or visit us today and let us put your mind at ease
The focus of our business is your needs.
At Whitley we offer not only individualized insurance and financial solutions but professional advice making the management of your personal or business insurance and financial planning consultation like no other.
You may be a professional, a business manager, public servant, real estate agent, in the military or a blue collar worker.
If you don’t want a generic off-the-shelf solution to your individual needs, then talk to us.
Whitley Newman Insurance & Financial has over 200 years of experience protecting and enhancing their clients’ financial security with the right advice at the right time. Professional advice based upon their client’s needs now and as their needs change and grow.
Our day-to-day mission is to solve problems and alleviate concerns as quickly and effectively as possible, while looking at your needs long term.
If you don’t think your insurance provider is making you feel assured, call or visit us today and let us put your mind at ease.
Personal Lines Account Manager
Top Benefits
About the role
WHAT WE OFFER:
- Great learning and growth opportunities
- A competitive compensation package
- Full Benefits Package
- RRSP Matching Program
- Professional Development Courses & Designations
- A volunteer day to make a difference and give back to your community
- Vary days – including a day off for your birthday
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
- Act as a Personal Lines Insurance technical resource to Personal Lines employees and new hires
- 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
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
Navacord is actively committed to support diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply. We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs.
About Whitley Newman Insurance & Financial Services
Whitley is well regarded as a “market leader” in auto, property, life and investments – for both personal and business insurance needs.
Whitley Newman Insurance and Financial Services will develop a complete, simplified and individualized plan for your family or business that not only provides insurance protection but personal service that reviews your needs as you grow and accumulate assets – building wealth.
At Whitley we want our customers to feel they’re not only getting good value but getting the right coverage, the right advice; to feel their assets, families and businesses are protected and secure.
Anyone can buy insurance and financial counsel, but you can’t buy feeling you made the right decision and feeling your needs are met and looked after day-to-day. Without exception our clients do.
Your insurance provider should make you feel assured. Call or visit us today and let us put your mind at ease
The focus of our business is your needs.
At Whitley we offer not only individualized insurance and financial solutions but professional advice making the management of your personal or business insurance and financial planning consultation like no other.
You may be a professional, a business manager, public servant, real estate agent, in the military or a blue collar worker.
If you don’t want a generic off-the-shelf solution to your individual needs, then talk to us.
Whitley Newman Insurance & Financial has over 200 years of experience protecting and enhancing their clients’ financial security with the right advice at the right time. Professional advice based upon their client’s needs now and as their needs change and grow.
Our day-to-day mission is to solve problems and alleviate concerns as quickly and effectively as possible, while looking at your needs long term.
If you don’t think your insurance provider is making you feel assured, call or visit us today and let us put your mind at ease.