Personal Lines Account Manager

Job summary

The Account Manager will maintain a book of business, generate new business, and service client needs by providing insurance options and recommendations. They are also responsible for processing policy changes, claims, and documentation within the EPIC system.

Job details

Why This role matters Whitley Newman Insurance & Financial Services is hiring for an Account Manager, Personal Lines. 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. What you’ll be responsible for: •Be a trusted advisor. Inform and educate clients of their insurance options. •Respond promptly to telephone, email, walk-in, and fax enquiries ensuring a high level of service is maintained. •Review renewals and provide recommendations, coverage details and options, and comparison quotes for remarket when needed. •Total account sales awareness, cross sell and up sell as much as possible. •Action policy change requests, claims, notices, and cancellation requests. •Process change requests on company portals when needed. •Document EPIC with all client related conversations and attachments. •Order reports to follow up on. •Complete miscellaneous duties as assigned. •Support other members of the team and act as a personal insurance resource when possible. What you bring to the role: •Minimum 3 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 WHAT WE OFFER: •Health and Dental Benefits •RRSP Match Program •Hybrid Work Environment •Paid Vacation Time •Sick Days •Personal Days This is for an existing vacancy. Navacord DOES NOT utilize artificial intelligence in the screening, assessment, or selection of applicants for this position. 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.

What you’ll do

The Account Manager will maintain a book of business, generate new business, and service client needs by providing insurance options and recommendations. They are also responsible for processing policy changes, claims, and documentation within the EPIC system.

Requirements

Candidates must have a minimum of 3 years of insurance experience and hold a valid R.I.B.O. license. Proficiency in Outlook, Word, and EPIC is required, along with strong interpersonal and organizational skills.

Benefits

• Health benefits
• Dental benefits
• RRSP match program
• Paid vacation time
• Sick days
• Personal days

Listed skills

• written communication · Preferred
• interpersonal skills · Preferred
• Attention to detail · Preferred
• Microsoft Word · Preferred
• Microsoft Outlook · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Insurance
• Client development
• Relationship management
• Interpersonal skills
• Presentation skills
• Attention to detail
• Self starter
• Written communication
• Oral communication
• Organizational skills
• Outlook
• Word
• EPIC
• Cross selling
• Up selling

Job areas

• Finance & Accounting
• Customer Service & Support
• Sales
• Administrative