Personal Lines Account Manager - Insurance

Job summary

The role involves managing a book of personal lines business, including reviewing renewals, remarketing policies, and handling claims. It also focuses on driving growth through cross-selling and up-selling products while maintaining strong client relationships.

Job details

At Hello World Recruitment, we specialize in identifying and offering top-tier Insurance Broker opportunities across North America. We’re looking for a Personal Lines Account Manager to join an a fast-growing team with a brokerage in North Bay, ON. This role will be responsible for managing a book of personal lines business, helping to drive growth while maintaining strong relationships with existing clients. 3 Reasons To Apply 🔑 Join a reputable brokerage that values personal growth and offers career development opportunities. 💰 Competitive compensation package with benefits, RRSP matching, and more. ✅ Fun team environment close-knit team that understands the need for opportunites to have fun. Responsibilities Client Service & Support: Respond quickly and professionally to telephone, email, and fax inquiries while ensuring the highest level of service. Account Management: Review renewals, provide quotes, and remarket policies as necessary to keep the portfolio competitive. Cross-Selling & Up-Selling: Identify and act on opportunities to cross-sell and up-sell products to maximize account growth. Claims & Endorsements: Handle endorsements, renewals, and claims, ensuring all necessary documentation is processed through EPIC and company portals. Desired Skills Minimum 3-5 years of experience in personal insurance account management. Experience wiht brokerage management systems. Strong knowledge of insurance carriers. Excellent interpersonal, communication, and organizational skills. Proficient in MS Outlook, Excel, and Word. Contact If this role sounds like a good fit for you, please reach out directly at [email protected] to learn more.

What you’ll do

The role involves managing a book of personal lines business, including reviewing renewals, remarketing policies, and handling claims. It also focuses on driving growth through cross-selling and up-selling products while maintaining strong client relationships.

Requirements

Candidates need 3-5 years of experience in personal insurance account management and proficiency with brokerage management systems. Strong knowledge of insurance carriers and MS Office suite is required.

Benefits

• Benefits • RRSP matching

Listed skills

• interpersonal skills · Preferred
• Communication Skills · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Personal Insurance Account Management
• Brokerage Management Systems
• Insurance Carrier Knowledge
• Interpersonal Skills
• Communication Skills
• Organizational Skills
• MS Outlook
• MS Excel
• MS Word

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support