Account Manager
Permanent Remote | Ontario, Canada
Description
The Role:
As an Account Manager you’ll provide advice using a consultative approach to help our clients make educated decisions about their professional insurance needs.
- Imparting your expertise to provide an exceptional, consultative client experience that helps clients feel secure in the decisions they make on their insurance needs;
- Develop a deep understanding of clients’ needs, preferences and expectations;
- Cultivating client relationships by taking the time needed to understand their unique requirements and exploring the opportunity to upsell or cross-sell insurance products;
- Driving other lines of business within the company by referring clients to the Personal Insurance, Commercial Enterprise, and Life and Benefits teams, when appropriate;
- Stay updated on Program knowledge; features, specifications, benefits of the program products;
- Stay informed with industry trends within your vertical, competitor products and market changes;
- Contributing to a cohesive and centralized view of each client by diligently uploading client interactions through the Broker Management System or other company portals which will enable a consistent client experience;
- Leveraging a multi-channel approach to assist clients with their needs in a fast-paced environment;
- Advocating for your clients by always looking for a solution and providing sound risk management advice;
- Ensure high level of customer satisfaction by delivering exceptional service.
- Uphold a reputation for customer service excellence.
- Assisting the company’s financial growth by invoicing, collecting payments, and reconciling accounts at times.
- Engage in continuous learning to stay updated on industry trends, product updates and best practices.
- Participate in training programs/seminars/webinars to enhance skills related to the Account Manager Role.
Qualifications
To be seriously considered for this role, you must meet the following requirements:
- Education: Must be RIBO Licensed;
- Experience: Minimum 4-7 years of experience in Account Management, Sales, Underwriting, or related roles in an insurance brokerage or insurance company is strongly preferred. Exposure to Underwriting, Commercial Insurance (Professional Liability Insurance as well as Commercial General Liability Insurance), or Group Insurance, is a great asset;
- Skills: A team player with a client-centric approach, ready to deliver great service. Comfort with managing multiple demands, with proven organizational, time-management and prioritization skills.
- Softer Skills: A person who is positive, energized, articulate, engaging, empathetic and approachable.
- Communication Skills: A person with excellent written and verbal communication skills.
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