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Personal Insurance VIP Account Manager – Mississauga

REPORTING TO: Vice President, Personal Operations, Personal Insurance

POSITION SUMMARY:
Jones DesLauriers is hiring a Personal Lines VIP Account Manager. The successful incumbent will be responsible for the full end to end customer experience cycle; servicing the client with their insurance needs from the moment they call and inquire to binding coverage accurately and professionally.

RESPONSIBILITIES:
• Respond promptly to telephone, email and fax enquiries, ensuring a high level of service is maintained
• 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 on EPIC /company portals, when needed
• Review and invoice all endorsements (and renewals, if necessary)
• Issue in-house endorsements and new business on company portals, when needed
• Release renewals after making appropriate changes , when needed
• Scan and attach documents to EPIC
• Quote cross sells and up sell as much as possible
• Issue pink 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, HITS
• Support other members of the team when needed

REQUIREMENTS:
• Minimum 5 years insurance experience
• R.I.B.O and C.I.P designation required as well as C.A.I.B or at minimum working towards the designation
• Client development/relationship management experience
• Strong sales 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

We are committed to providing accommodation upon request for applicants and employees with disabilities.  If you require accommodation, we will work with you to meet your needs.