Company Overview
With roots going back to 1923, Paisley Partners Inc. has a strong history of ensuring our client’s have customized insurance solutions that protect and enable their commercial and personal assets. Our success, and yours, depends on anticipating our clients needs and ensuring you have the coverage you need.
About the job
WE OFFER:
- Great learning and growth opportunities
- A competitive compensation package
- Full Benefits Package
- RRSP Matching Program
- Professional Development Courses & Designations
- 100% tuition re-imbursement for business relevant courses and training
- Great learning and growth opportunities
- Hybrid remote work flexibility
POSITION OVERVIEW :
Paisley Partners is hiring a Personal Insurance Account Manager and will report to the Personal Lines Team Lead – Servicing. The successful incumbent will be responsible for achieving business growth on an existing book of business and retaining an existing book of business.
RESPONSIBILITIES :
- Respond promptly to telephone, email and fax inquiries, ensuring a high level of service is maintained
- Renewal review, recommendations, comparison quotes and re-market when needed
- Total account sales awareness, cross sell and up sell as much as possible
- Action all renewals, endorsements and claims
- Process change requests on EPIC/company portals, when needed
- Review and invoice all endorsements (and renewals, if necessary)
- Issue in-house endorsements and new business on company portals, when needed
- Release renewals after making appropriate changes, when needed
- Scan and attach documents to EPIC
- Quote cross sells and up sell as much as possible
- Issue pink slips when needed in addition to completing miscellaneous duties as assigned
- Prepare new business documents to be sent for signatures, etc.
- Report order: MVR, Autoplus, HITS
- Support other members of the team when needed
REQUIREMENTS :
- Minimum 5 years in VIP insurance space.
- EPIC brokerage system experience required
- R.I.B.O required
- Strong knowledge of insurance carriers
- Superb interpersonal, communication, and effective problem solving skills
- Ability to be a self-starter with strong written and oral communication skills as well as organizational skills
- Advanced skills in MS Outlook, Excel, Word
HOW TO APPLY:
APPLY