Personal Lines Account Manager Min. 2 yrs Experience

Tailor Made Insurance - St. Albert, AB (5 months ago)

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Tailor Made Insurance is a family owned and operated general insurance brokerage that has been servicing the St. Albert and surrounding area for the past 22yrs. We pride ourselves on our customer service levels and the integrity in which we conduct business. We grow our business primarily on referral, which is a testament to the overall customer experience that we strive to give our clients. If you are a team player, with a desire to work in a new and vibrant office setting, then this may the option you are looking for. We help you achieve your carrer goals through professional development and progressive responsibilities and reward your accomplishments.

The Personal Lines Account Manageris responsible for the retention and account development of an existing book of business through providing exceptional customer service.

Key Responsibilities Include:

  • Providing advice to clients on insurance matters, products, and coverage‚Äôs and resolving client concerns
  • Developing existing client accounts
  • Sales and service of home/auto policies
  • Meeting sales and service goals

Requirements/Qualifications:

  • Level I General Insurance license
  • Actively pursuing or completion of CAIB or CIP
  • Minimum 1 year of industry experience
  • Knowledge of Microsoft products including Word and Outlook
  • Experience with Power Broker would be an asset
  • Strong focus on customer service
  • Energetic and personally accountable for goals
  • Time management
  • Effective team player
  • Excellent communicator

We offer a competitive compensation package that includes:

  • Excellent Employee Benefits
  • Ability to earn extra vacation days
  • Insurance Education Reimbursement Program
  • Employee Referral Bonuses
  • Extensive training and development opportunities

Job Type: Full-time

Job Type: Full-time

Salary: $45,000.00 to $65,000.00 /year

Experience:

  • account management: 2 years (Preferred)