Reports to: Personal Lines Manager

Title: Account Manager

-RIBO License

-5-10 Years Personal Lines Experience

-Obtained/working towards Insurance designation

-Understanding of company underwriting guidelines

-Experienced with Word, Outlook and various company portals

-TAM and CompuQuote knowledge

-Strong multi-tasking skills (Organization)

-Strong attention to detail (Accuracy)

-Ability to solve problems and think critically (Analytical)

-Ability to work collaboratively as a member of a service team (Teamwork)

-Develop and maintain excellent client relationships to maximize retention

-Develop and maintain relationships with company underwriters and claims adjusters

-Continuous Service based on customer needs, advising on insurance matters, assessing needs, exposing gaps in coverage, recommending solutions and answering inquiries

-Renewal reviews assessments – check for accuracy, adequate coverage, limits, and closing gaps in coverage

-Remarkets as required

-Qualify new customers; prepare quotes, selling new policies

-Identity up-sell opportunities and provide clients with expanded product offerings

-Stay current on underwriting rules and guidelines

-Process changes and issuing documents, Broker MGT system & Portals

-Processing daily mail including renewals, endorsements, company memo’s etc.

– Provide claims advice and liaise with company reps as needed to deliver a positive claim experience

Contact me if you are interested.

Liz Gilthorpe, CRM, CIP, BA
JOB-BORN Executive Search Inc.
Executive Recruiter
Recruiters for the Insurance Industry
289 649-0946289 649-0946
liz@jobbornsolutions.com
www.jobbornsolutions.com