Personal Insurance VIP Account Manager (RIBO License Required)

Jones DesLauriers Insurance Management - Mississauga, ON (30+ days ago)

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POSITION: Personal Insurance VIP Account Manager

LOCATION: 2375 Skymark Avenue, Mississauga Ontario L4W 4Y6

REPORTING TO: Vice President, Personal Operations, Personal Insurance

OUR CULTURE:

Work for a forward thinking employer that provides for:

  • Great learning and growth opportunities
  • Modern, state of the art workplace
  • Social and industry related events
  • Making a difference in our communities by partnering with charitable organizations

Key Employee Benefits:

  • Competitive compensation package
  • On-Site Fitness Facility and Wellness Initiatives: Yoga and Group Classes
  • Full Benefits Package
  • RRSP Matching Program
  • Reward and Recognition Program
  • Professional Development Courses and Designations

POSITION SUMMARY:

Jones DesLauriers is hiring a Personal Lines VIP Account Manager. The successful incumbent will be responsible for the full end to end customer experience cycle; servicing the client with their insurance needs from the moment they call and inquire to binding coverage accurately and professionally.

RESPONSIBILITIES:

  • Respond promptly to telephone, email and fax enquiries, ensuring a high level of service is maintained
  • Renewal review, recommendations, comparison quotes and remarket when needed
  • Total account sales awareness, cross sell and up sell as much as possible
  • Action all renewals, endorsements and claims
  • Process change requests on EPIC /company portals, when needed
  • Review and invoice all endorsements (and renewals, if necessary)
  • Issue in-house endorsements and new business on company portals, when needed
  • Release renewals after making appropriate changes , when needed
  • Scan and attach documents to EPIC
  • Quote cross sells and up sell as much as possible
  • Issue pink slips when needed in addition to completing miscellaneous duties as assigned
  • Prepare new business documents to be sent for signatures, etc.
  • Report order: MVR, Autoplus, HITS
  • Support other members of the team when needed

Requirements:

  • Minimum 5 years insurance experience
  • R.I.B.O and C.I.P designation required as well as C.A.I.B or at minimum working towards the designation
  • Client development/relationship management experience
  • Strong sales background with demonstrated business acumen
  • University degree desired
  • Superb interpersonal, communication, and effective problem solving skills
  • Ability to be a self-starter with strong written and oral communication skills as well as organizational skills
  • Advanced skills in Outlook, Excel, Word and EPIC

JDIMI is committed to providing accommodations for persons with disabilities. If you require accommodation, we will work with you to meet your needs.

Job Type: Full-time

Experience:

  • Personal Lines Insurance: 3 years (Required)

Location:

  • Mississauga, ON (Preferred)

Licence:

  • R.I.B.O. (Required)