Job Description
Elevate your career in insurance with our full-time Insurance Client Manager role in Calgary, AB. Focus on personal lines service to enhance customer retention and satisfaction.
In this role, you will provide exceptional customer service while managing client files and ensuring retention targets are met. Duties include issuing policies, managing renewals, and upselling coverages to meet client needs. You will collaborate with underwriters and stay updated with market trends to enhance client experiences.
Key Responsibilities:
• Deliver day-to-day exceptional customer service to clients
• Issue policies and process changes via insurer portals
• Manage renewals, endorsements, and mid-term changes
• Contribute to premium growth by upselling relevant coverages
• Stay updated on products and offerings from insurer partners
Requirements:
• AB Gen 1 in good standing required
• Over 3 years of personal lines experience preferred
• Experience with broker managem...
In this role, you will provide exceptional customer service while managing client files and ensuring retention targets are met. Duties include issuing policies, managing renewals, and upselling coverages to meet client needs. You will collaborate with underwriters and stay updated with market trends to enhance client experiences.
Key Responsibilities:
• Deliver day-to-day exceptional customer service to clients
• Issue policies and process changes via insurer portals
• Manage renewals, endorsements, and mid-term changes
• Contribute to premium growth by upselling relevant coverages
• Stay updated on products and offerings from insurer partners
Requirements:
• AB Gen 1 in good standing required
• Over 3 years of personal lines experience preferred
• Experience with broker managem...