About us

Our team is enthusiastic, energetic and award winning! This is a Hybrid Role, in office 1-2 days a week at our Work Refined Office Space in Oshawa.

Our work environment includes:

• Growth opportunities
• Wellness programs
• Work-from-home days
• Relaxed atmosphere
• Casual work attire
• Safe work environment

Personal Lines Account Manager - RIBO Licensed

Primary responsibilities include:

· Providing exceptional day to day insurance advice to clients – answering client questions and addressing concerns.

Primary responsibilities include:

· Servicing a Personal Lines Book of Business

• Providing exceptional day to day customer service to clients – answering client questions and addressing concerns. Being responsive and anticipate the clients needs.

· Embraces a sales mindset- upselling/cross-selling. Identify coverage gaps and provide recommendations to improve the clients overall protection. Commission agreements are included for new business bound.

· Setting up policy changes, rewrites, renewals

· Maintain professional relationships with colleagues, insurers and underwriters

· Comfortable with technology, digital connectivity, social media savvy

· Complete transactions in a timely and efficient manner

· Maintain customer centric approach while assisting the team in attaining all performance targets

· Assist and provide support to producers when required

· Claims reporting on behalf of the client

· Be enthusiastic and love what you do, love dealing with people and helping them

Qualifications:

· RIBO licensed is a requirement for this role. An ideal candidate will have a minimum 3 years customer service experience within an insurance brokerage setting

· Good working knowledge of personal lines insurance policies and coverages

· Proficient in the use of Computers and Applications – working knowledge of Applied Rating/Compu Quote and Applied EPIC, Insurance company portals, Microsoft Office/Outlook

· Team player with a sound work ethic

· Very strong attention to detail

· Strong time management skills

· Excellent organizational, interpersonal, written, and oral communication skills

Most importantly you must love helping people, be a brand ambassador, and be career oriented, and not just looking for a job. If you have the enthusiasm, the passion, to help people, and like to be empowered, then you've come to the right place

Job Type: Full-time

Pay: $59,000.00-$67,000.00 per year

Additional pay:

• Commission pay

Benefits:

• Casual dress
• Company events
• Dental care
• Employee assistance program
• Extended health care
• Life insurance
• On-site parking
• Paid time off
• Tuition reimbursement
• Vision care
• Wellness program
• Work from home

Flexible language requirement:

• French not required

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Ability to commute/relocate:

• Oshawa, ON L1G 3V2: reliably commute or plan to relocate before starting work (required)

Licence/Certification:

• RIBO License (required)

Work Location: Hybrid remote in Oshawa, ON L1G 3V2