Account Manager - Personal Lines | Insurance | Auto - Home - Life - Business | GoToInsure.ca

Account Manager - Personal Lines

GoToInsure.ca is a dynamic and growing insurance brokerage operating throughout the Atlantic Provinces, and proudly powered by Synex. GoToInsure.ca strives on a daily basis to be an employer of choice. Every employee receives their birthday off, and we also close our offices between Christmas and New Years to allow all our employees to spend time with their family & friends. We are an equal opportunity employer that embraces diversity and inclusion in the workplace.

We are currently seeking a highly motivated and competent individual to join our Tracadie location as an Account Manager - Personal Lines to provide exemplary customer service to existing clients assessing their needs and recommend convenient solutions by cross selling new policies and upselling accounts. Also, responsible for building and managing client relationships with new and existing clients.

KEY RESPONSIBILITIES

  • Increase Personal insurance new business sales by surveying prospects to determine insurance needs, utilizing brokerage marketing plans and existing account referrals, collecting detailed risk and underwriting information, effectively building the relationship and closing the deal.
  • Offer exceptional service to clients by advising on insurance related issues, assessing their needs and recommending convenient solutions by cross selling new policies.
  • Responsible for building and managing client relationships with new and existing clients.
  • Conduct renewal and follow-up phone calls to maintain relationships and client service levels.
  • Document preparation including applications, issuing insurance certificates, making changes and providing advocacy to ensure high client retention.
  • Maintain knowledge of current underwriting rules, product knowledge and other insurance related changes.
  • Build positive working relationships with internal and external parties, including networking at industry events.
  • Perform other duties as assigned.

QUALIFICATIONS

  • Post-secondary education or related business experience;
  • Fluently bilingual (English and French) with strong written and verbal communication skills;
  • Prior Personal Lines experience an asset;
  • Licensed or working towards CAIB designation an asset;
  • Strong technical and insurance market knowledge an asset;
  • Working knowledge of Microsoft Office;
  • Superior organizational skills, flexibility, and an ability to work in a fast-paced environment;
  • Ability to convey complex, detailed information in a clear and concise manner;
  • Excellent verbal and written communication skills;
  • Strong attention to detail, analytical and problem solving skills;
  • Self-starter, highly motivated, client focused and team player;
  • Passion for sales

Why join our team?

Employees work a 35 hour work week (Monday to Friday 8:30 am to 4:30 pm).

Let GoToInsure.ca help you achieve your career goals in a culture that offers growth and balance. Our commitment to our employees is to offer a competitive compensation package which includes a comprehensive benefits and RRSP program, as well as a commitment to ongoing professional development.

We welcome applications from all interested individuals; however only those candidates selected for an interview will be contacted.​

Job Types: Full-time, Permanent

Benefits:

  • Dental care
  • Employee assistance program
  • Extended health care
  • Life insurance
  • On-site parking
  • Paid time off
  • RRSP match
  • Vision care

Schedule:

  • Monday to Friday

Language:

  • English (required)
  • French (required)

Licence/Certification:

  • Insurance License or CAIB designation (preferred)

Work Location: In person

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