Personal Lines Account Manager

Personal Lines Account Manager

Job ID: 72897

Location - South Surrey, British Columbia

Our client is seeking a motivated and client-focused Personal Lines Account Manager to join our team. If you excel at delivering exceptional service and are ready to work in a dynamic environment, we want to hear from you.

MUST HAVE PRIOR INSURANCE EXPERIENCE OF 3-5 years.

Responsibilities:

• Welcome clients and visitors in a friendly, prompt, and professional manner.
• Answer phone calls efficiently within two rings, offering assistance before redirecting to the appropriate person or voicemail.
• Address client inquiries and return calls promptly.
• Compose professional written correspondence for clients, following company standards.
• Promote, sell, and provide service for all types of personal lines insurance to both new and existing clients.
• Identify opportunities to enhance business through cross-selling and up-selling strategies.
• Evaluate and underwrite new and renewal policies in line with company guidelines.
• Handle new business, policy renewals, endorsements, and cancellations promptly and accurately.
• Reach out to clients about policy renewals and provide re-market options when needed to ensure client retention.
• Keep detailed and up-to-date client records in Epic, ensuring all communication and documentation are current.
• Manage and follow up on outstanding underwriting items and client requests.
• Ensure timely payments, maintaining zero outstanding accounts receivable for both direct and agency bill policies.
• Continuously improve technical skills and stay updated on insurance products.
• Build strong working relationships with external partners, including underwriters, ICBC, the Insurance Council, and the Brokers’ Association.
• Assist with all aspects of auto insurance processing, including renewals, transfers, permits, cancellations, new plate transactions, and commercial fleets.
• Perform other duties or special projects as assigned.

Skills and Education:

• Level 2 General Insurance License (or currently pursuing it).
• Proven ability to establish and maintain strong client relationships.
• Solid understanding of personal insurance practices and policies.
• Excellent communication skills, both verbal and written.
• Strong organizational skills with the ability to manage multiple priorities effectively.
• A team player who is eager to learn and contribute.
• Comfortable using web-based systems and programs.
• Strong problem-solving skills and ability to think critically.

** Ideally open to working at least 2 Satruday’s a month

Please quote Job Reference #72897

Please submit your resume directly to Whitney Green via email at Whitney.Green@executrade.com or call Whitney directly at (825)203-9632

We thank all applicants for their submissions, but only qualified candidates will be contacted.

Executrade is one of the largest and most comprehensive full-service recruitment firms in Western Canada, with 11 divisions and locations in Edmonton and Calgary. We have over 45 years of experience helping client companies and candidates achieve their business goals and vision. Our success is due to our people, the strong relationships we build, and the continuous and robust evaluation and refining of our recruitment and staffing processes.

Individuals interested in this employment opportunity must obtain the necessary approvals from the Government of Canada - Citizenship and Immigration department, prior to applying for this position. In accordance with the Canadian Immigration laws, priority will be given to Canadian citizens and permanent residents of Canada for employment opportunities. Detailed information can be obtained fromhttp://www.cic.gc.ca