Personal Lines Account Manager (Whitby)

Personal Lines Account Manager (Whitby)

18 Aug
|
Oracle RMS Insurance Risk Management Services
|
Whitby

18 Aug

Oracle RMS Insurance Risk Management Services

Whitby

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.

Seniority level

- Entry level

Employment type

- Full-time

Job function

- Sales and Business Development

Industries

- Insurance

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📌 Personal Lines Account Manager (Whitby)
🏢 Oracle RMS Insurance Risk Management Services
📍 Whitby

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