P&C Insurance Personal Lines Account Manager– Work from Home, Ahuntsic North

Overview P&C Insurance Personal Lines Account Manager– Work from Home. Calgary, AB or Remote. Full-time or part-time. Dec 16, 2022.

Responsibilities

Be customer focused and respond promptly to inbound leads and questions while working from home

Demonstrate effective service skills by providing options for customers to fit their unique insurance needs

Effectively communicate by telephone and email to resolve issues, describe programs&services to customers and when appropriate, cross-sell and up-sell other insurance products

Conduct a full file review for underwriting quality and risk exposure for each customer contact

FPR– First point resolution – able to adhere to all partner systems and underwriting processes

Influence customer loyalty through professionalism&courtesy while achieving brokerage standards for key performance indicators on a team&individual basis

Obtain/solicit leads and cross-sell other lines of business to assist with customer loyalty

Work to improve the broker sales process as you service both leads and customers

Qualifications

RIBO license required or equivalent in other Provinces

Exceptional written and verbal communication skills

Strong computer skills including Microsoft Office and adaptable to change

Effective use of time management and the ability to be a self-starter

Able to work in a fast-paced environment and to multitask

Collect relevant information systematically and through probing questions to process inquiries quickly and accurately

Solidify customer relationships through retention efforts and follow through on commitments

Bilingual in French and English would be a plus

Life insurance experience and active license would be a plus

Familiarity with CRM software (Salesforce, Hubspot, etc.), marketing (Facebook/Google Ads, SEO, etc.), and design tools (Figma, Photoshop) also a bonus

Benefits

Competitive rewards package including base compensation, benefits, bonuses

Exceptional career development opportunities

We’ll support your professional development education and licensing

Teamwork

Work effectively with team/work group or those outside the formal line of authority (e.g. peers, senior managers) to accomplish organizational goals

Develop with colleagues and insurers, recommendations and options to adequately and cost-effectively meet client insurance needs

Keep management and others informed appropriately and as required about work status

Take actions that respect the needs and contributions of others

What will help you succeed

We’re looking for team members that have ideas on how to improve our processes, win-rates, and accelerate sales cycles

We want team members to be proactive in sharing and implementing new ideas, and to be able to execute quickly

There will be plenty of opportunities for those that take ownership of their responsibilities to expand and define their own role

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