Personal Lines Account Manager

DGA

  • North Vancouver, BC Burnaby, BC
  • Permanent
  • Temps-plein
  • Il y a 1 mois
  • Postuler facilement
An independent, busy and reputable brokerage is looking to add a well-rounded Broker to their team located in Downtown Vancouver! They are looking for an enthusiastic and confident personal lines broker, to service their clients. This will be a very holistic position, as this person will also be the primary person for ICBC/Autoplan.This would be best suited for someone who thrives on giving great customer service to long standing clientele and a team player who rolls up their sleeves.Responsibilities:
  • ICBC Inventory control, batching and reconciliations
  • Managing personal lines book which also includes some VIP/high net worth clients
  • Invoicing renewals, new business and generating letters
  • There will be autoplan and fleet accounts to service
  • Knowledge of travel insurance and selling travel products to clientele
  • Retention of personal lines book and providing a high level of service
  • Generating quotes, using broker portals and cross-sell/up-sell all lines of insurance
  • Post-sales customer service: re-market accounts, process renewals, endorsements
  • Respond to client inquiries
  • Maintain accurate up to date files
  • First to telephone. Answer/direct incoming calls in a timely manner
  • General office duties, ordering supplies, send/receive mail, etc.
Qualifications:
  • Level 2 licence
  • 3+ years’ industry experience: Auto/Personal Lines capacity
  • General knowledge and use of Epic
  • Exceptional customer service skills
  • Strong and clear written and oral communication - ability to deliver technical information
  • Confident and comfort dealing with affluent individuals.
  • Exposure to Chubb business is not mandatory but highly regarded
  • Excellent time management and organizational skills
  • Team player - willing to step in and roll up your sleeves to assist as needed
  • Keen to learn
  • Attention to detail
Our client is providing a great opportunity for the successful candidate. They are looking to bring on a team member who will complement their organization and contribute to their positive culture. No evenings or weekends, full time in office position.

DGA