Personal Lines High Networth Account Manager

at  Oracle RMS

Want to be part of one of the Top 10 Insurance Brokerages in Canada? Looking for a role that will help you grow and advance your career? At Oracle RMS, we are a fun, energetic and fast-paced insurance brokerage growing with a need to fill new roles within the Oracle RMS family. Our unique culture encourages employees to enroll in higher education, webinars and training for professional growth and qualify for more advanced positions in the company. We have a flexible work environment and offer a strong benefits and vacation package. We are looking for Personal Lines High Net Worth Account Manager that has a strong work ethic, excellent team communication skills, is highly motivated and detail oriented.

REQUIREMENTS

• RIBO Licensed
• Working towards or have CIP or CAIB
• Experience with high net worth insurance carriers such as Chubb, Intact Prestiage, Aviva Ovation and Northbridge Onyx
• 5-7 years’ experience in Personal Lines, included client facing and knowledge in high net worth carriers
• 3+ years’ experience in managing and servicing a High Net Worth Personal Lines book of business
• Strong organizational skills and attention to detail
• Positive attitude with outstanding interpersonal and communication (oral & written) skills
• Must be able to work in office or a hybrid work model

• Respond to all client inquiries in a timely manner
• Review, analyze and counsel coverages, identifying any discrepancies on book of business
• Process and/or review all transactions
• Manage client policy renewals as well as re-market existing clients
• Cross-sell/upgrade existing coverage and/or present additional coverages as needed
• Evaluate policy coverage terms and limits relative to client needs and risk profile
• Manage and service books of business for VIP clients with “white glove” service
• Maintain professional relationships with clients and underwriters