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Private Client Account Manager

Job Summary
  • Brokerage Name:
    FX Insurance Brokers
  • Approximate Salary: Negotiable
  • Region: Vancouver Island
  • Location: Suite 21 - 21 Dallas Road, Victoria, BC Canada
  • Country:
  • Category: Personal Lines Representative
  • Position Type: Full-Time
  • Experience Level:
  • Education Level: Level One Licensee
  • Advertised: 20-12-2017
  • Closing Date: 14-01-2018
  • Job ID: 4464
  • Click here to find more jobs posted by this employer
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FX Insurance Brokers is looking for someone who wants to look after our Private Client Personal Lines book of business in Langford.  Monday to Friday - no weekends, no ICBC

Private Client Account Manager

The Private Client Account Manager is responsible for servicing and rounding of Personal Insurance in a manner that promotes retention, protects client assets and enhances Brokerage profitability.  Account Managers in this position should be well versed in all areas and aspects of personal insurance products and accounting.

Responsibilities

  • Review policies for correct coverage, limits and premiums quoted
  • Prepare exposure comparisons, premium comparisons, renewal reviews and renewal proposals
  • Direct communication with clients, underwriters, brokers, and marketing department to obtain various underwriting information and pricing
  • Endorsement processing during the policy period
  • Assist clients with reporting of claims
  • New business and account rounding

Qualifications

  • Minimum Level 1 License
  • Knowledge of Microsoft Computer Applications
  • Excellent verbal and written communication abilities
  • Excel at managing multiple priorities and deadlines

 

FX Insurance Brokers services the Construction, Design, and Aviation Industries. 

Contact Doug Roddick if you are interested in learning more about the opportunity

Cell: 250.217.7097

Email:  Web: www.fxinsurance.ca 

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