Personal Lines Account Manager

Drayden Insurance Ltd•Stony Plain, AB

7d•Onsite

About The Position

As a Personal Lines Account Manager, you are responsible for meeting sales goals through account development and new business sales. You will build strong lasting relationships with our clients by helping to protect what matters most to them. You hold a Level 1 General Insurance license and are familiar with current technologies including Epic or other brokerage management software.

Requirements

Level 1 General Insurance license
Familiarity with current technologies including Epic or other brokerage management software
Ability and desire to deliver an outstanding client experience
Demonstrated success in achieving sales targets
Ability to seek out account development opportunities with existing clients
Ability to build relationships with communities, through networking and service, and by supporting local businesses
Ability to work with structure and accountability

Responsibilities

Assist clients with their daily insurance needs in person or through technology
Provide quotes and sell new policies to clients
Up-selling of products and services to new and existing clients
Generate client referrals through community involvement and events
Follow up on client account to resolve outstanding matters
Make timely renewal calls for existing client business
Remain up to date on product knowledge and build relationship with insurance providers
Commit to self-development through internal training and industry education
Extensive knowledge of insurance company products, programs and payment plans