Personal Lines Account Manager

at  Leibel Insurance

Leibel Insurance Group
Looking for the best new business personal line brokers in Canada.
For over 40 years, Leibel Insurance Group has been providing Canadians with Trusted Advice, Innovative Solutions & Exceptional Service. With nearing 1100 Google reviews and averaging 4.95 out of 5, it’s no wonder we need more great people to join our award winning team and help us continue delivering 5 star customer service.
We also won the 2019 Award for Top 10 Brokerages in Canada so if you are looking to work with the best you have found your home.

POSITION OVERVIEW:

The ideal candidate will be an energetic client focused team member who has a solid understanding of personal lines products with the ability to understand client’s needs and offering the appropriate options to meet them.
The successful candidate must be able to prioritize their workload and be a reliable part of a successful team with a positive attitude!
The successful candidate will have demonstrated the ability to thrive under pressure and maintain a positive can do friendly attitude while continuing to balance what is best for the client, the brokerage, and the overall team. Being able to take guidance and embrace change as needed is an absolute must to be successful and thrive in this position.
We are looking for true insurance professionals who can maintain our company philosophy of finding the best coverage available for each and every client while delivering 5 star customer service.

• Providing clients with prompt service and customized advice, helping customers understand insurance, discussing customer concerns, including but not limited to walk-ins, emails, and phone calls
• Providing accurate quotes and attempting to secure all lines of business including cross selling or upselling when available.
• Respond to all referrals and client requests in a timely matter as outlined by Leibel Insurance Group standards
• Managing Account Receivables and collection of same
• Preparing documentation for insurers, including new client applications and other related documentation
• Communicating with Insurers, negotiating with underwriters on customers behalf, following up with Adjusters on claims status
• Continuously updating client information on local computer systems including company portals
• Notifying clients of changes; including renewal reviews and policy updates
• Reviewing and completion of daily abeyances; with activities current within 30 days
• Claim reports to Insurer, with client follow ups to ensure claim progressions