Personal Lines Account Manager

  Full-Time

Position Overview

BST Insurance Brokers Ltd. is a well-established and growing brokerage.  “We are proud to provide exceptional customer service levels through friendly, knowledgeable and professional staff.”  Located in Pickering, Ontario, there is an immediate opening for a Personal Lines Account Manager who will be responsible for managing a personal lines portfolio of clients.  The successful candidate will enjoy an attractive salary and benefits package, as well as incentive plans and an extraordinary team-oriented environment.
This is an opportunity to join our team as a valued member of BST Insurance. Our Customer Service Representative will be responsible for a vast array of duties and is an ideal role for an individual who is a strong team player, detailed oriented and takes pride in making a difference during our client experience interactions. Work from home / hybrid and in office options available.

Responsibilities:

•    Manage an existing Personal Insurance portfolio ensuring balance of  both retention and growth of the book of business
•    Renewal/Coverage reviews 
•    Upsell/Cross sell of coverage and other lines
•    New Business Sales & Lead Generation
•    Claims reporting, counselling and advocacy 
•    Process policy changes on company web sites 
•    Respond promptly to all customer inquiries both verbal and written
•    Provide support to sales staff as required 
•    Resolve issues regarding client premiums, account reconciliation, and other issues as they arise 
•    Prepare proposals, applications, and certificates of insurance 
 

Qualifications:

•    RIBO licensed with minimum 2 years’ broker experience in the Personal Insurance space
•    Commercial lines experience is considered an asset. 
•    High school diploma required; post-secondary education in Insurance preferred 
•    Excellent customer service, problem solving and communication skills (both verbal and written) are necessary
•    Strong organizational skills with ability to prioritize and work with a sense of urgency 
•    A true team player who is able to work independently with minimal supervision and in a team environment
•    Experience with our Broker Management System (Power Broker and Applied Rater) preferred 
•    Working knowledge of Insurance Company portal systems also preferred
•    Microsoft Office Product Knowledge

Our BST Commitment
We pledge to consistently exceed our client’s expectations by following our principles of Integrity, Respect and Relationship. We will listen objectively and put our client’s interest above all else. We vow to advocate and be our clients trusted Insurance advisor!