Job Description
HK Henderson Insurance is looking for talent in the Insurance Industry!
THE ROLE
As a valued member of the Personal Insurance team, the Account Manager plays a crucial role in managing a book of business, servicing clients in a courteous and professional manner, and providing customized service to allow a seamless execution of our personal insurance service strategy.
Driven by your fact-finding, high follow-through instinct and meticulous attention to detail, you excel in resolving challenges with policy renewals, adapting to evolving client’s needs and fostering client retention while consistently delivering exceptional customer service, one client at a time.
WHAT YOU’LL DO:
- Most importantly, you will lead by example, live our values, and drive business relationships for the company by providing exceptional customer service.
- Service an existing book of business, and grow personal lines through referrals, walk-in clients, and personal networks.
- Regularly and thoroughly review existing accounts and recommend appropriate coverage and advice based on clients’ exposures.
- Proactively notify clients of changes, including renewals and policy updates.
- Review clients’ existing coverage and remarket as appropriate.
- Efficiently handle all aspects of policy documentation, including new business, renewals, endorsements, and related tasks, maintaining meticulous records and timelines.
- Provide clients with prompt service and customized advice, responding to general inquiries via telephone, email, or walk in, from clients, colleagues, and other parties.
- Identify cross-selling opportunities to turn single line clients into multi line clients and collaborate effectively with our Venture and Commercial team to ensure seamless operation.
- Work closely with Account Executives and other staff on all aspects of client service and renewal while adhering to HK Henderson’s best practices and standard procedures.
- Actively develop an increased knowledge of related insurance products and client needs.
- Maintain organized and accurate records of client information and insurance policy details within our database software and relevant systems.
- Maintain up-to-date EPIC workflow documentation and ensure workflows are followed.
- Assist clients with reporting claims and understanding the process.
- Other duties as required.
WHAT WE REQUIRE:
- Must hold a Level 1 General Insurance License.
- High follow through and strong organizational skills to manage data and renewals with accuracy.
- A well-defined sense of diplomacy and business acumen with a focus on customer service and the overall client experience.
- Skill in problem solving, critical thinking, decision making, teamwork, communication, innovation, and adaptability.
- Proficiency in Microsoft Office Suite.
- Experience with internal Broker Management Systems ( EPIC ) considered an asset.
Benefits:
- Dental care
- Extended health care
- Paid time off
- RRSP match
- Tuition reimbursement
- Wellness program
Schedule:
- Monday to Friday
- Weekends as needed
Supplemental pay types:
- Commission pay
Work Location: In person