Personal Lines Account Manager – (Fluent in Farsi)

My Insurance Broker•Richmond Hill, ON

1d•CA$50,000 - CA$60,000•Onsite

About The Position

In this role, you will be responsible for managing and growing a portfolio of personal lines clients by maintaining clear communication, processing policy changes accurately, and providing tailored insurance solutions. This role involves proactive client engagement, networking to generate leads, and collaborating with team members to achieve company goals. The Personal Lines Account Manager will ensure client satisfaction through timely responses, problem-solving, and strategic upselling and cross-selling opportunities.

Requirements

Must be fluent in Farsi, both verbally and in writing.
Minimum College or University level Degree/Undergraduates Degree or comparable experience
RIBO Licence
Proficient with insurance policy systems as well as MS Office, specifically Excel, Word, and Outlook

Nice To Haves

Minimum 3 years of successful broker experience in a general insurance brokerage (preferred)
Experience working with company portals and Broker Management System (EPIC) is an asset.
CIP or CAIB Certification or working towards its completion

Responsibilities

Maintain clear and effective communication with clients, addressing concerns, discussing policies, and making necessary changes.
Identify and target potential clients through cold calling, networking, and referrals.
Process policy changes, endorsements, and renewals promptly and accurately.
Provide value by offering new coverages, identifying exposures, and advising clients on the best solutions for their business.
Network to generate leads and maintain a robust pipeline.
Maintain and exceed retention targets through proactive client engagement.
Discuss and set payment terms, actively managing accounts receivables.
Problem-solve and overcome sales objections effectively.
Respond to insurance company and client inquiries professionally and promptly.
Complete all necessary documentation accurately on technology platforms for marketing purposes.
Keep current client files organized and up-to-date.
Maintain and strengthen relationships with current clients, ensuring their needs are met and contracts are renewed in a timely manner.
Work closely with colleagues across departments to drive company objectives, fostering a collaborative and supportive team environment.
Oversee a portfolio of clients, identifying opportunities for cross-selling and upselling to maximize revenue and client satisfaction.
Perform other duties as required to support the team and business objectives.