P&C Insurance Personal Lines Account Manager – Work from Home

Overview

P&C Insurance Personal Lines Account Manager – Work from Home. Calgary, AB or Remote. Full-time or part-time. Dec 16, 2022.

Responsibilities

• Be customer focused and respond promptly to inbound leads and questions while working from home
• Demonstrate effective service skills by providing options for customers to fit their unique insurance needs
• Effectively communicate by telephone and email to resolve issues, describe programs & services to customers and when appropriate, cross-sell and up-sell other insurance products
• Conduct a full file review for underwriting quality and risk exposure for each customer contact
• FPR – First point resolution – able to adhere to all partner systems and underwriting processes
• Influence customer loyalty through professionalism & courtesy while achieving brokerage standards for key performance indicators on a team & individual basis
• Obtain/solicit leads ...

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