Client Manager, Personal Lines Division

MISSISSAUGA, ON | Reporting to: Team Lead, Personal Lines

POSITION OVERVIEW

Jones DesLauriers is hiring a Personal Insurance Client Manager and will report to the Team Lead, Personal Insurance. The successful incumbent will be responsible for achieving business growth while retaining an existing book of business an existing book of business.

RESPONSIBILITIES:

• Respond promptly to telephone and emailenquiries, ensuring a high level of service is maintained
• Document EPIC customer files, using correct activity codes, noting all conversations with customers, insurers, etc.
• Renewal review, recommendations, comparison quotes and remarket when needed
• Total account sales awareness, cross sell and up sell as much as possible
• Action all renewals, endorsements and claims
• Process change requests and new business/remarkets on insurance company portals
• Review and invoice all endorsements and renewals (if not automatically invoiced by the system)
• Release renewals after making appropriate changes when needed
• Attach documents to EPIC
• Issue liability slips when needed in addition to completing miscellaneous duties as assigned
• Prepare new business documents to be sent for signatures, etc.
• Report order: MVR, Autoplus/DASH reports, HITS,
• Support other members of the team when needed

REQUIREMENTS:

• Minimum 5 years insurance experience
• R.I.B.O license required and working towards a CIP or CAIB Designation.
• Client development/relationship management experience
• Strong customer service background with demonstrated business acumen
• University degree desired
• Superb interpersonal, communication, and effective problem-solving skills
• Ability to be a self-starter with strong written and oral communication skills as well as organizational skills
• Advanced skills in Outlook, Excel, Word and EPIC

Qualified candidates are invited to email their resume and cover letter to careers@jdimi.com