Insurance Account Manager

Billyard Insurance Group – Riverside

Billyard Insurance Group – Riverside is seeking a motivated, organized, and client-focused Insurance Account Manager to join our team.

The successful candidate will be responsible for managing existing client accounts, assisting with policy changes and renewals, communicating with insurance carriers, and providing exceptional service to our clients.

Responsibilities

- Manage and service an existing book of personal insurance clients.
- Assist clients with policy changes, renewals, cancellations, and coverage updates.
- Review upcoming renewals and follow up with clients as required.
- Prepare and process policy endorsements, renewals, binders, pink slips, and other insurance documentation.
- Respond to client inquiries regarding policies, coverage, premiums, deductibles, billing, and payments.
- Prepare insurance quotes and remarket existing policies when appropriate.
- Communicate with insurance companies and underwriters regarding new and existing policies.
- Add or remove vehicles, drivers, properties, and other insured risks from policies.
- Update client information and maintain accurate documentation within the brokerage management system.
- Follow up on outstanding documents, payments, underwriting requirements, and renewals.
- Identify opportunities to cross-sell additional insurance products based on client needs.
- Assist clients with general claims inquiries and provide appropriate guidance.




- Maintain strong relationships with clients and provide professional, timely customer service.
- Work closely with brokers, management, and other team members to support daily office operations.
- Ensure all client files and transactions are handled accurately and in accordance with brokerage procedures and regulatory requirements.

Qualifications

- Previous experience in insurance, customer service, account management, or a related role is preferred.
- Ontario insurance brokerage experience is considered an asset.
- RIBO licence is required depending on the responsibilities of the successful candidate.
- Strong communication and customer-service skills.
- Excellent organizational and time-management abilities.
- Comfortable managing multiple client accounts and priorities.
- Robust attention to detail and accuracy.
- Ability to work independently as well as part of an amazing team.
- Comfortable using computers, email, Microsoft Office, and client-management software.
- Professional, dependable, and client-focused.

Position Details

Job Type: Full-time
Location: Billyard Insurance Group – Riverside, Windsor, Ontario

Why Join BIG Riverside?

At BIG Riverside, we believe in providing our clients with knowledgeable, personalized service while creating a collaborative and supportive environment for our team. This position is an excellent opportunity to gain experience within a growing insurance brokerage while working alongside an experienced team.

Pay: $40,000.00-$55,000.00 per year

Work Location: In person

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