Job Order Detail

Description

The Account Manager is responsible for managing a book of business, servicing clients in a courteous and professional manner, and providing customized service to clients to allow a seamless execution of our Personal Insurance service strategy.

WHAT YOULL DO:
Most importantly, you will lead by example, live our values, and drive business relationships for
the company by providing exceptional customer service.
Service an existing book of business, and grow personal lines through referrals, walk-in clients, and personal networks.
Regularly and thoroughly review existing accounts and recommend appropriate coverage and advice based on clients exposures.
Proactively notify clients of changes, including renewals and policy updates.
Review clients existing coverage and remarket as appropriate.
Efficiently handle all aspects of policy documentation, including new business, renewals, endorsements, and related tasks, maintaining accurate records within EPIC.
Maintain organized and accurate records of client information and insurance policy details within our database software and relevant systems.
Provide clients with prompt service and customized advice, responding to general inquiries via telephone, email, or walk in, from clients, colleagues, and other parties.
Identify cross-selling opportunities to turn single line clients into multi-line clients and collaborate effectively with our Venture and Commercial teams to ensure seamless operation.

Must hold a Level 1 General Insurance License.
Strong communication skills both verbally and in written correspondence.
Commitment to delivering exceptional service and exceeding client expectations.
High follow through and strong organizational skills to manage policy and renewals with accuracy.
Skills in problem solving, critical thinking, decision making, teamwork, communication