Insurance Account Manager, Personal Lines, West Durham Regional Municipality (Sunderland)

Business Line: Personal Lines Hours Per Week: 35 (Full-Time)

Location: Sudbury&Uxbridge - Hybrid Setting (Possibly 3-4 days in-office for in-person service) Duration: Full-Time, Permanent

Wage Transparency: The base salary range for this position is $55,000 to $70,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

About the Role Regardless of their individual specialties, each personal lines team member has one thing in common: a personal responsibility for getting you the answers, support, or services you need, when you need them. We’re looking for a Client Manager who will leverage their industry knowledge and expertise to provide front-line counseling to our clients about their personal insurance coverage that is geared to their unique needs and exposures.

What You’ll Do

Conduct in person client visits and contact centre requests

Provide exceptional day-to-day customer service to clients while handling the client file activities to maintain retention targets

Issue policies and changes on various insurer online portals; maintain professional and collaborative relationships with key underwriters

Review and process renewals, endorsements, and midterm changes; rewriting/remarketing where necessary to enhance the client experience

Contributing to premium growth targets by upselling appropriate coverages and referring business to other lines where applicable

Stay up to date with insurer partner products, offerings, and market intelligence

What You Bring

RIBO License (Registered Insurance Brokers of Ontario) in good standing required, AB Gen 1 or another provincial license an asset

Strong In-person communication&presentation skills

Excellent client relationship management

Typically, more than 3 years of industry and/or personal lines experience– preferably with broad market portal experience (Aviva, Economical, Intact, etc.)

Proven experience working managing a high volume of clients (alpha split and/or one&done)

Previous experience in a Contact Centre environment is an asset

Excellent computer skills are expected including fluency in Broker management systems– EPIC&ARS fluency are an asset

Ability to drive strong customer retention by providing a world‑class customer experience

Exceptional quotation skills for cross‑selling, upselling and remarketing

Ability to quickly learn the NFP business model and value proposition

Ability to work collaboratively with others, both in person and virtually

Strong oral and written communications skills

Ability to multi‑task in a fast‑paced&demanding environment while keeping customer service a priority

The ability to communicate clearly and explain complex concepts in both official languages (French and English) is an asset

Professional insurance designation is a plus (such as CAIB, CIP, CRM, etc.)

What’s In It For You

A hybrid environment approach that keeps the best interests of our staff and our clients in mind

Annual bonus plan for all employees

Matching RRSP plan of 5% of salary

Referral Commission Plan

Generous benefits plan including Health Care Spending Account starting on the first day of employment

Full support for continuing education&internal opportunities to grow as an insurance professional to advance career

Reimbursement of license fees and professional membership dues

A global team of industry leaders focused on employee retention, client growth, industry innovation and collaboration

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