Account Manager

at  Boreal Insurance Group

We are currently looking for an Account Manager to join our team based in Innisfail.

REQUIRED EXPERIENCE:

• Minimum two (2) to three (3) years of continuous experience in a sales / customer service focused roll

• Ability to establish a rapport, assess and identify cross selling opportunities

• Excellent interpersonal, communication and presentation skills, both verbally and written;
• Client focused and proven relationship building skills;
• Ability to work collaboratively as a key member of a team and independently with minimum supervision;
• Meticulous attention to detail, refined organizational skills and the ability to multi-task;
• Proven ability to prioritize competing requirements and deadlines under pressure;
• Must have strong computer skills and be proficient with the Microsoft Office Package.

EDUCATION:

• Post-Secondary degree is not required but would be an asset.

• Applicants not required to hold a General Insurance Level One (1), but will be required to obtain within 1 month of hire.

• Providing information to customers in response to customer inquiries on products/services and converting a high percentage to new sales opportunities;

• Matching customer needs to insurance company’s products/services;

• Meeting established sales and service targets;
• Generating new business opportunities by recommending products/services where appropriate;
• Up-selling or cross-selling products/services to existing clients;
• Updating customer records on computer system;
• Resolving customer concerns within authority limits;
• Providing post sales customer service (i.e. policy changes;
• Reviewing coverage(s) and recommending changes as necessary;
• Maintaining quality controls, checks work for accuracy;
• Managing accounts receivable;
• Processing documents, including customer letters and invoices (as needed or directed)
• Referring complex/difficult customer inquiries to team leader or supervisor;
• Maintaining general knowledge and understanding of insurance products distributed by Boreal Group
• Performing other related duties as required.