Personal Lines Account Manager
Location: Kelowna, BC
Position Status: CLOSED
Our Kelowna, BC Insurance client is currently looking for a Personal Lines Account Manager to join their Personal Lines/Auto team. The ideal candidate will have at least 2 to 3 years of experience in a similar role.
Responsibilities:
You will engage with our high-net-worth clients to determine their needs, provide expert advice, and ensure the best coverage for them.
You will develop new business opportunities.
You will manage all aspects of an existing book of personal lines clients, including reviewing, cross selling of products and remarketing.
You will respond to all customer and company inquiries by providing effective and efficient customer service for verbal and written enquiries.
You will manage and process renewals on a timely basis and maintain high levels of client retention.
You will be following up on accounts receivable.
You will be following corporate policies and procedures (best practises)
You will be maintaining continuing education credits for licensing.
Requirements:
You have your Insurance License Level 1 or 2.
You have at least 2 to 3 years of experience in a similar role.
You must be able to learn Quickly: You can learn new processes and procedures quickly and consistently apply learned knowledge.
You adapt change is a necessary function of a growing business, and you adapt your work and communication style to best-fit new processes, procedures, and business needs.
You are precise: Your detail-oriented approach allows you to accurately input, and find errors, in large bodies of information.
You maintain dependability: You come to work prepared, on-time and use work time appropriately.
You work proactively: Within the boundaries of your position, you do your best to meet business needs without being asked.
You can effectively multi-Task: You can manage multiple requests, questions, and concerns simultaneously and naturally prioritize which item needs to be resolved first.
You develop Customer Loyalty: You are aware of, and go out of your way to help, customers.
You promote teamwork: You can work with diverse groups of people and forge effective professional relationships with employees and management.
You think critically: When something doesn’t work, you are able to either fix the problem or find an effective and efficient work-around.
You communicate effectively.
You demonstrate the ability to maintain confidentiality and to exercise discretion, as you will be exposed to clients’ confidential information.
If you have a good knowledge of Epic software, this would be an asset.
To apply, please email resume to kristie@kanrecruitment.com
We thank all applicants in advance, however, only those selected for an interview will be contacted.
