Overview Join to apply for the Personal Lines Account Manager role at Oracle RMS Insurance Risk Management Services Inc.
Want to be part of one of the Top 10 Insurance Brokerages in Canada? Oracle RMS is a fun, energetic and fast-paced insurance brokerage committed to the growth and development of its employees through education, webinars, training, and opportunities for advancement. Oracle RMS is Outstanding Places To Work certified.
In This Role You Will Be Responsible For
Develop and maintain positive client relations
Provide a positive demeanor and outlook in customer management and service
Collaborate with Underwriters daily and maintain strong, positive relationships
Review property appraisal reports and identify recommendations
Manage E-Docs/Renewal lists and handle accordingly
Manage client policy renewals and re-market existing clients when necessary
Process outstanding payments and banking information changes
Transact and Invoice Agency Bill Policy
Follow up on abeyances daily
Quote policy changes through CQ and company portal
Assist Account Executives with renewals, policy changes and new business
Ability to problem solve and use appropriate judgment when assessing a risk or issue
Qualifications Must have a Registered Insurance Brokers of Ontario license in good standing (RIBO) - CIP or CAIB certification is an asset
Sound knowledge of the insurance industry, policies and products
1 to 2 years’ experience as a Personal Lines Account Manager/CSR/TSR
Excellent customer service, communication and computer skills with Microsoft Office experience
Ability to work as a team and work well under pressure
Superior organizational, verbal and written communication skills
Knowledge of Power Broker, Acturis and Applied Rating (Compa-Quote) is an asset
Benefits Medical Benefits
Dental Care
Vision Care
Disability Insurance
Extended Health Care
RRSP Matching Program
Oracle RMS fosters a vibrant and supportive company culture with a dynamic environment where employees can thrive professionally and personally. The company hosts events throughout the year and offers benefits including RRSP matching, Employee Assistance Program (EAP), tuition reimbursement, and access to an onsite gym.
Salary will be commensurate with experience. Oracle RMS is an equal opportunity employer; qualified individuals from all backgrounds are encouraged to apply. Persons who require accommodation during the recruitment process may indicate so on their application.