Personal Lines Account Manager

TEEMA Solutions Group

📍 concord, ns, Canada

Full-time Other-General

Job Description

Responsibilities

  • Develop and maintain positive client relations
  • Maintain a positive demeanor and outlook when it comes to customer management and service
  • Collaborate with underwriters daily and maintain a strong and positive relationship
  • Review property appraisal reports and identify recommendations
  • Review and handle E‑Docs/Renewal lists
  • Manage client policy renewals as well as re‑market existing clients when necessary
  • Process outstanding payments and banking information changes
  • Transact and invoice agency bill policy
  • Follow up on abeyances on a daily basis
  • Quote policy changes through CQ and company portal
  • Assist account executives with renewals, policy changes and new business
  • Problem solve and use appropriate judgment when assessing a risk or issue

Qualifications

  • Registered Insurance Brokers of Ontario license in good sta...
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