As a Personal Lines Client Executive, your role is pivotal in client management in a full-time office environment. Handle a rapidly growing $5 million portfolio tailored for the transportation sector.
Your responsibilities will focus on client retention and the effective oversight of a detailed book of business. Engaging with clients and understanding their specific risks will be crucial. You'll work closely with team members, ensuring comprehensive training and communication for superior service delivery, driving overall business growth through strategic initiatives.
Key Responsibilities:
- Manage renewals for client portfolios with premiums of $50-$600K
- Provide exceptional service to enhance retention rates
- Collaborate with critical contacts and insurance partners
- Oversee administration tasks associated with insurer relationships
- Support peers in managing high-risk clients effectively
Requirements:
- 1-4 years of personal lines insurance experience
- Minimum of 1 year in a managing role for insurance books
- Appropriate Provincial Insurance Broker License
- Relevant post-secondary education or equivalent experience
- Strong organizational skills and effective communication
Channel your insurance knowledge to foster client relationships, optimize portfolio management, and ensure exceptional service for transportation clients.
