Job Summary
Experia Group is entering an exciting phase of growth! We are expanding our footprint with a brand-new office location right off Central Ave in Windsor. We take immense pride in our amazing team culture, supportive environment, and our commitment to helping our people succeed.
We are seeking a detail-oriented, empathetic Insurance Account Manager to service and retain our valued client portfolio. This role offers tremendous opportunities for individuals looking to deeply expand their insurance knowledge and scale their careers within a growing brokerage. You will serve as the primary point of contact for daily client needs, ensuring our clients receive elite-level service.
Duties
Client Service: Handle daily client inquiries, policy changes (endorsements), and billing questions.
Renewals: Review expiring policies, proactively remarket accounts, and ensure high client retention rates.
Claims Support: Guide clients through the initial claims process with empathy, clarity, and speed.
Documentation: Maintain accurate, up-to-date client files within our Broker Management System .
Cross-Selling: Identify gaps in client coverage and recommend additional products to protect their assets.
Collaboration:
Partner with our Producer team to ensure seamless onboarding of new clients.
Culture Contributor: Bring a positive, collaborative energy to our brand-new Windsor office hub.
Qualifications
Licensing: Active RIBO license is strictly required.
Experience: Minimum 2 years of experience managing personal or commercial insurance accounts.
Tech Skills: Proficiency using a Broker Management System (Epic) and Microsoft Office.
Service Mindset: Exceptional communication, strong multitasking abilities, and clear problem-solving skills.
Mindset: Eager to continuously learn, expand your industry knowledge, and grow with the company.
Bilingualism: Proficiency in a second language is a outstanding asset, but not mandatory.
What We Offer
Competitive, stable base salary with performance/retention bonus structures.
Tremendous career advancement opportunities within a rapidly expanding brokerage.
Comprehensive health, vision, and dental advantages package.
Generous paid time off and excellent work-life balance.
A supportive, modern working setting in our newly expanded Windsor location.