Personal Lines Account Manager
Mitchell Sandham Insurance Brokers - Toronto, ON

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Personal Lines
Reports to: Personal Lines Manager
Title: Account Manager
-High school - Post Secondary Education an asset
-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 communication skills including: written, oral, interpersonal (Communication)
-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)

-Manage a designated portfolio of client accounts on behalf of a producer
-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

About this company
At Mitchell Sandham we believe that insurance and financial services can, and should, be provided with a personal approach. We treat each...