Account Manager Specialist - Concierge team

Princeton Holdings Limited•North Dumfries, ON

17d

About The Position

Cowan Insurance Group is looking for an Account Manager Specialist to join their Personal Insurance Concierge team. This role is responsible for working on complex accounts, providing guidance to clients with unique insurance needs, and offering expert advice. The position will have a significant impact on positive client relationships and provide exceptional customer service.

Requirements

5+ years’ experience in Personal Insurance
RIBO licensed, or ability to obtain
Driven brand ambassador to drive client experience and growth
Ability to execute and meet or exceed expectations who demonstrates leadership skills
Team player who recognizes the benefits of collaboration with fellow team members
High level of self-motivation, with the ability to perform effectively, with minimal supervision
Highly developed customer service skills and strong problem-solving skills
Ability to manage multiple tasks effectively and prioritize competing demands
Highly organized with strong attention to detail and effective communication skills
Excellent computer skills and knowledge of MS Office products

Nice To Haves

Brokerage Management System (EPIC) experience an asset
Working towards the Canadian Accredited Insurance Broker (CAIB) or Chartered Insurance Professional (CIP) or Canadian Risk Manager (CRM) designations would be considered an asset

Responsibilities

Procuring and managing the needs of a dedicated portfolio of Personal lines clients
Providing exceptional insurance advice to clients, identifying and defining insurance needs, and working effectively with markets and the Concierge team
Direct interaction with clients to foster and build relationships
Driving a multi-line approach to expand product offers to existing clients and increase overall account size
Building and maintaining strong relationships with insurance carriers and clients
Preparation of insurance submissions, proposals, and summaries of insurance where required
Managing portfolio reviews for clients to mitigate risk and make recommendations