POSITION OVERVIEW

Whitley Newman Insurance & Financial Services is hiring for an Account Manager, Personal Lines. The successful incumbent will be responsible for maintaining a book of business, generating new business, servicing client needs, and assisting the producer on new business activities.

RESPONSIBILITIES:

Respond promptly to telephone, email and fax enquiries, ensuring a high level of service is maintained
Renewal review, recommendations, comparison quotes and remarket when needed
Total account sales awareness, cross sell and up sell as much as possible
Action all renewals, endorsements and claims
Act as a Personal Lines Insurance technical resource to Personal Lines employees and new hires
Process change requests on EPIC/company portals, when needed
Review and invoice all endorsements (and renewals, if necessary)
Issue in-house endorsements and new business on company portals, when needed
Release renewals after making appropriate changes , when needed
Scan and attach documents to EPIC
Quote cross sells and up sell as much as possible
Issue pink slips when needed in addition to completing miscellaneous duties as assigned
Prepare new business documents to be sent for signatures, etc.
Report order: MVR, Autoplus, HITS
Support other members of the team when needed

REQUIREMENTS:

Minimum 3years insurance experience
R.I.B.O. is required and preferably working towards C.I.P. or C.A.I.B. designation
Client development / relationship management experience
Superb interpersonal and presentation skills and attention to detail
Ability to be a self starter with strong written and oral communication skills in addition to strong organizational skills
Proficiency in Outlook, Word and EPIC

Navacord is actively committed to support diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively

encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply. We are committed

to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs.

Whitley Newman Insurance & Financial Services

Open Positions

Personal Lines Account Manager