Personal Lines Account Manager

Mowen Insurance Brokers o/a A Division of Oracle RMS


Date: 9 hours ago
City: Concord, ON
Contract type: Full time
Mowen Insurance Brokers, operating as A Division of Oracle RMS is expanding! We are looking to hire a Personal Lines Account Manager who is passionate about delivering exceptional customer service to assist our clients! With the opportunity to make commission on top of your salary.

About The Job

  • Develop and maintain positive client relations
  • Positive demeanour and outlook when it comes to customer management and service
  • Collaborate with our Underwriters daily and maintain a strong and positive relationship
  • E-Docs/Renewal lists – review and handle accordingly
  • Manage client policy renewals as well as handle the re-market process for existing clients when necessary
  • Process outstanding payments and banking information changes
  • Issue liability slips and confirmation of insurance for clients
  • Transact and Invoice Agency Bill Policy
  • Follow up on abeyances on a daily basis
  • Quote policy changes through applied (CQ) and company portal
  • Assisting account executives with renewals, policy changes, new business uploads for new business and renewal remarkets on company portals
  • Ability to problem solve and use appropriate judgment when assessing a risk or issue
  • Directly speak with clients and work independently

Required Skills

  • Must have a Registered Insurance Brokers of Ontario license in good standing (RIBO) - CIP or CAIB certification is an asset
  • Sound knowledge of the insurance industry, policies and products
  • Minimum 3 years’ experience as a Personal Lines Account Manager/CSR Role
  • Excellent Customer Service, Communication and Computer skills with Microsoft Office experience.
  • Ability to work as a team and work well under pressure
  • Superior organizational, verbal and written communication skills
  • Knowledge of Power Broker and Applied Rating (Compu-Quote) is an asset

Mowen Insurance Brokers Perks

Our unique culture encourages employees to enroll in higher education, webinars and training for professional growth and qualify for more advanced positions in the company. Apart from a flexible work environment, we offer a strong benefits and vacation package including:

  • A workplace culture second to none!
  • Comprehensive Benefit Plan – extended health, dental, vision, disability

Salary + new business commission.

We thank all applicants but only those being considered will be contacted.

Mowen Insurance Brokers, operating as A Division of Oracle RMS is an equal opportunity employer; we welcome applications from qualified individuals from all backgrounds. Accommodations are available on request for candidates taking part in all aspects of the selection process.

How to apply

To apply for this job you need to authorize on our website. If you don't have an account yet, please register.

Post a resume