Client Manager Group Home & Auto

Personal Lines Client Manager - Group Home & Auto • Service Personal Insurance renewals, change, cancellation and claims transactions in accordance with company service/quality standards, including;• Handle incoming/outgoing calls /e-mails/faxes and walk in traffic• Quotation skills - New business (as required), cross selling, up selling andremarketing• Function as first line underwriters, qualifying, maintaining and promoting sound qualitybusiness• Review policy wordings & documents to ensure accuracy and adequacy• Insurer portal transactions/activity• Accuracy and adequacy of all TAM documentation• Manage Accounts Receivables (collection and reconciliation)• Manage follow up activity• Maintain professional business relationships with industry partners• Input all information in Agency Manager System accurately and efficiently per companyrequirements• Monitor and meet personal RIBO education credit requirements• Coaching of Technical Assistants PERSONAL CHARACTERISTICS: • Professional, ethical, friendly and courteous in all interactions with clients and co-workers• Committed team player capable of multi tasking and adaptable to change• Perform well in a busy operation, remain calm under pressure• Strong organization, time management skills and ability to prioritize• Excellent written and oral communication skills• Decision maker• Positive customer service and sales attitude QUALIFICATIONS: • Minimum High School Diploma – post secondary education an asset• RIBO licensed and current with continuing education requirements imposed byRIBO• 3-5 years Personal Insurance experience• Enrolled or working toward C.A.I.B. or C.I.P.• Working knowledge of TAM or similar BMS• Familiarity with MS suite of products Please contact me for more info: Sue Warner Senior Recruiting Consultant Sue@myinsurancerecruiter.ca 289 829 0526 JOB ID # JOS000000303 Loving your job matters!