Job Description

Overview:

Our client is seeking a Personal Insurance Account Manager who will report to the Team Lead of Personal Lines - Servicing. The ideal candidate will be tasked with driving business growth and retention within an existing portfolio.

Why You Should Apply:

• Exceptional opportunities for learning and growth
• Competitive compensation package
• Comprehensive benefits package
• RRSP matching program
• Professional development opportunities including courses and designations
• Full tuition reimbursement for business-relevant courses and training
• Flexible hybrid work model

Duties:

• Provide prompt responses to telephone, email, and fax inquiries to maintain a high level of service
• Conduct renewal reviews, make recommendations, provide comparison quotes, and re-market as necessary
• Maintain total account sales awareness, with a focus on cross-selling and up-selling opportunities
• Manage renewals, endorsements, and claims effectively
• Process change requests on EPIC/company portals as required
• Review and invoice endorsements and renewals when necessary
• Issue in-house endorsements and new policies using company portals as needed
• Ensure renewals are released after implementing appropriate changes
• Attach and scan documents into EPIC
• Generate quotes for cross-sells and up-sells rigorously
• Issue required documentation, such as pink slips, and complete various other duties as assigned
• Prepare new business documentation for signatures and other formalities
• Order and report MVR, Autoplus, HITS
• Provide support to other team members as necessary

Qualifications:

• A minimum of 5 years of experience in the VIP insurance sector
• Proficiency with the EPIC brokerage system
• R.I.B.O certification
• Comprehensive knowledge of insurance carriers
• Excellent interpersonal skills and effective problem-solving abilities
• Self-motivated with strong capabilities in written and oral communication
• Advanced proficiency in Microsoft Outlook, Excel, and Word

At Leap, we are an Equal Opportunity and Affirmative Action Employer. That means all applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. Leap will not tolerate any discrimination or harassment based on any of these characteristics. Leap encourages applicants of all ages.