Personal Insurance/Private Client Services – Account Manager
This position is ideal for someone who enjoys providing full service to our Private Client Services clients. This individual will work within a unit of professionals, with our producers, our insuring partners and an assigned portfolio of clients handling renewals, endorsements, assessing risk exposures, providing recommendations for a suitable insurance program, guiding them through claims, preparing applications and proposals. Suitable candidates should have a solid base of insurance technical knowledge that will enable you to provide the best insurance program and professional expertise for our most esteemed clients.
Compensation Range: $65,000 to $115,000 annually Full time, replacement position
Qualifications:
- 5+ years Personal Lines experience, with preference servicingPrivate Client Services clients
- RIBO License (active and in good standing) required
- Other industry qualifications such as CAIB, CIP, etc., would be considered an asset
Skills:
- A team player with a strong work ethic
- Excellent interpersonal, presentation, communication and negotiation skills
- Proven sales ability to round-out accounts
- An unwavering commitment to delivering professionalism and expertise to our clients
- Computer proficiency in MS Office products such as Word and Excel
- Experience with The Agency Manager (TAM) or EPIC is a definite asset
Our client offers an attractive compensation package and commission incentives. In addition to vacation, sick time and a comprehensive group health benefits package, they also provide:
- Hybrid work flexibility
- Matching RRSP contributions
- Two paid personal days every year
- Professional membership fees (RIBO, IBAO, IIC)
- Professional development and educational reinforcement
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