JOB SUMMARY Gifford Carr is growing the north! We are looking to add a dynamic, energetic and team-oriented Personal Lines

Account Manager (Broker)

to our Sudbury office.

The successful candidate will provide quality, responsive assistance to the Risk Advisor while building and maintaining positive relations with clients. The Personal Lines Account Manager must be well organized and possess the ability to prioritize workflow while working with their team to provide outstanding customer service to their dedicated clients.

CORE RESPONSIBILITIES

Maintain positive, long-term relationships with clients, insurance company representatives, and team members

Provide value to clients by offering newly available coverages, identifying exposures, determining the appropriate solutions to those exposures, advising clients on why those solutions best meet their needs

Provide assistance to the Personal Risk Advisor

Function as first-line underwriters to qualify, maintain, and promote quality business

Communicate with clients including answering questions, reviewing policy changes, and educating them regarding their coverages and purpose

Communicate and negotiate with underwriters on the client’s behalf

Provide assistance with quoting new business when required

Perform insurer portal quoting and data entry

Review renewals and existing coverage for accuracy





Negotiate renewal terms, identify if another insurance company may be a better fit, discuss with the Risk Advisor and if decided, take the actions necessary to remarket the account

Source, obtain and provide additional information requested by the underwriter

Assist clients to complete applications

Review and send client endorsements and invoices

Assist the Risk Advisor to follow up on payments

Maintain current client files

Review and send insurance certificates

Submit claims notices to insurance companies, follow-up with clients and adjusters regarding claim status

Additional responsibilities as it pertains to the insurance operations that may arise from time to time including assisting other team members and Relationship Managers with workload as necessary

QUALIFICATIONS & EXPERIENCE

Experience as a Personal Account Manager

Active RIBO license required

Working knowledge of Epic and Policy Works is an asset

Effective verbal and written communications skills

Ability to work well under pressure with minimum supervision

Commitment to positive team energetic

Excellent time management and organization skills

High attention to detail and accuracy

Ability to multitask and respond to time-sensitive deadlines

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📌 Account Manager (Broker) (Winnipeg)
🏢 Gifford Carr Insurance Group
📍 Winnipeg