Personal Lines Account Manager – VIP Accounts
Jones DesLauriers is hiring a Personal Lines Account Manager – VIP Accounts. The successful hire 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.
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 Agency Manager/ 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 Agency Manager/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
-Minimum 3 years personal insurance experience, preferably dealing with VIP clientele
-R.I.B.O. licence is required and working towards CIP or CAIB designations
-Client development / relationship management experience
-Superb interpersonal skills, presentation skills and attention to detail
-Ability to be a self starter with strong written and oral communication skills in addition to strong organizational skills
-Proficiency in Outlook, Word and Agency Manager or EPIC systems
All interested candidates should apply immediately and we thank all those interested.
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.