Job Description
Excel in a hybrid role as a Client Manager with extensive personal insurance expertise in Alberta. Provide exceptional service and support tailored to unique client insurance needs.
This full-time position is designed for a dedicated Client Manager in the Personal Lines sector. You will manage client files while ensuring strong retention targets, processing renewals and endorsements, and contributing to premium growth through upselling. Collaborate closely with underwriters and stay informed about insurer offerings to enhance client experiences.
Key Responsibilities:
• Deliver outstanding customer service and maintain client files
• Issue policies using various insurer online portals
• Review and process renewals, endorsements, and changes
• Upsell appropriate coverages to meet premium growth
• Stay current on market intelligence and insurer products
Requirements:
• AB Gen 1 license in good standing required
• Over 3 years of personal lines or industry exp...
This full-time position is designed for a dedicated Client Manager in the Personal Lines sector. You will manage client files while ensuring strong retention targets, processing renewals and endorsements, and contributing to premium growth through upselling. Collaborate closely with underwriters and stay informed about insurer offerings to enhance client experiences.
Key Responsibilities:
• Deliver outstanding customer service and maintain client files
• Issue policies using various insurer online portals
• Review and process renewals, endorsements, and changes
• Upsell appropriate coverages to meet premium growth
• Stay current on market intelligence and insurer products
Requirements:
• AB Gen 1 license in good standing required
• Over 3 years of personal lines or industry exp...