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-$65,000.00 per year
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
Ability to commute/relocate:
- Oshawa, ON L1G 3V2: reliably commute or plan to relocate before starting work (required)
Licence/Certification:
Work Location: Hybrid remote in Oshawa, ON L1G 3V2
