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Personal Insurance Account Manager

Job Summary
  • Brokerage Name:
    Megson FitzPatrick Inc.
  • Approximate Salary: Negotiable
  • Region: Vancouver Island
  • Location: 3561 Shelbourne Street, Victoria, BC
  • Country:
  • Category: Personal Lines Representative
  • Position Type: Full-Time
  • Experience Level:
  • Education Level: Level Two Licensee
  • Advertised: 14-02-2018
  • Closing Date: 13-04-2018
  • Job ID: 4212
  • Click here to find more jobs posted by this employer
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Personal Insurance Account Manager

1 Full-time position available

8:30 am – 5:00 pm 

Posting Date: February 14th, 2018

What is it like to work for Megson FitzPatrick? We are a great team, which lives by our Purpose and Values in order to reach our Vision. Our purpose is to improve the lives of our Clients, Team & Community. As a Personal Insurance Account Manager, your role will be to improve the lives of our clients by being a product expert and advising them on the best coverage to manage their risk. Our values “Set the Bar High”, “Do the Right Thing” and “Deliver Results” can be seen every day in any department. We keep up on technology, so excellent computer skills are key!

Who will you be working with? A team of dedicated high performers who trust each other, have strong initiative, share workloads and put the team ahead of themselves. Our Personal Insurance Account Managers work together to provide the best service to our Clients by servicing existing policies and writing new policies.  We represent multiple insurers to provide the best options to our clients and need our agents to be able to fully serve our clients so knowledge of processing auto transactions utilizing Policy Centre is great!

What will you get to do? As a Personal Insurance Account Manager, you will provide excellent customer service in person, on the phone and through email. You will be able to relay your technical expertise to our existing clients as well as new ones.  Growing and nurturing business drives you. You will be backed by our strong, well established company brand. You will be able to talk with a high level of business acumen.

At Megson FitzPatrick, you will be able to bring your ideas and solutions to the table. There are also many focus groups and committees we encourage our team to join so they can be heard and make a difference to the lives of our team and drive our company forward. We support the career goals of our team members and we actively encourage continuing education with time and resources. Over the years we have had many team members move from one department to another progressing their career, so future opportunities are available for the right people.

What’s in it for you? We provide a competitive salary, excellent benefits package, including MSP coverage, and competitive vacation and wellness time entitlements and a pension plan!  We also have a great team that works well together and an Ownership and Executive Management Group who want to hear your suggestions to continue to make Megson FitzPatrick a great place to work.

What do you need to bring to the table?

  • Minimum Level 2 Insurance License required
  • 3-5 Years previous personal Insurance experience
  • CAIB or CIP designation or working towards
  • Excellent customer service skills
  • Cross-selling and up-selling abilities
  • Career driven
  • Excellent technical and computer skills
  • The drive to continuously learn and develop

 People would describe you as:

  • A self-starter
  • Positive
  • Professional
  • Diplomatic
  • Motivated
  • Multi tasker
  • Excellent attention to detail
  • Excellent relationship builder
  • Keen
  • Open to feedback and learning
  • Critical thinker
  • Great listener
  • A great communicator

At Megson FitzPatrick we celebrate diversity! We recognize that a diverse and inclusive workforce makes us a better team!  Our mandate is to ensure an inclusive, accessible environment for our candidates and employees. If you require an accommodation for the recruitment or interview process, please let us know and we will work with you to meet your needs.

Have questions or want to apply? Let me know:
Yasmin Nathoo. Director of HR


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