Personal Insurance Account Manager (RIBO Licensed)

Company Overview

Youngs Insurance Brokers Inc. is the largest leading independent insurance brokerage in Niagara Falls, with over 110 years of dedicated service. We pride ourselves on delivering exceptional customer service and fostering a professional, supportive work environment. As an equal opportunity employer, we actively support our community and prioritize client trust and satisfaction.

Summary

Youngs Insurance Brokers Inc. is hiring a Personal Account Manager located the Niagara Falls office. For newly licensed individuals, we provide a comprehensive ground up training program! This full-time position oversees the customer service and policy retention of existing client accounts for an established portfolio. If you are a client-driven individual with a RIBO licence, our growing team wants you! Join Youngs Insurance and continue to develop your professional career in a growing industry with countless opportunities.

As a licensed insurance broker, the Personal Account Manager offers best in class customer service. You will collaborate closely with customers to identify their coverage needs and find the best insurance solution to suit their budget. The ideal candidate will be able to educate clients, offer advice, and make recommendations on insurance products ensuring that professional services are delivered effectively an efficiently.

Responsibilities

• Maintaining a strong relationship with clients.
• Complete new quotes and ensure the best product and pricing options are offered.
• Review renewal policies to ensure the best coverage and savings opportunities are identified.
• Explore, upsell, or cross sell opportunities within the book of business.
• Demonstrate a thorough understanding of insurance products and educate clients on their policy coverages and insurance needs.
• Perform front-line underwriting to ensure risks follow company guidelines.
• Prepare policy documentation to bind and confirm coverage.
• Complete policy changes.
• Monitor team-work queues to ensure all files are processed within service level standard.
• Available for client walk-ins, calls, and emails.
• Resolve client concerns.
• Work as part of the team to achieve shared goals.

Licence/Certification

• RIBO

Knowledge & Qualifications

• Industry knowledge.
• Familiarity with underwriting guidelines and binding authority.
• Efficient computer skills with ability to navigate multiple screens and system platforms.
• Proficient in Outlook, Excel, and Word
• Ability to prioritize multiple tasks and thrive in a busy environment.
• Excellent verbal and written skills with strong attention to detail and accuracy.

What We Look For

We look for new hires who want to grow with the company and have a genuine desire to contribute to workplace culture and the success of the business.

• A willingness to learn and to develop in the role.
• Self-motivation with exceptional organizational and time management skills.
• Proven ability to work well under pressure in a fast-paced, high-volume setting.
• Computer savvy, Microsoft Office proficiency, excellence in keyboarding.
• Effective oral and written communication skills.

Benefits

• Uncapped commission on new business
• Business casual dress
• Company events
• Dental care
• Disability insurance
• Extended healthcare
• Life insurance
• On-site parking
• Paid time off
• Complimentary day off on birthday
• RRSP match program
• Vision care

At Youngs Insurance Brokers Inc., for over 110 years, our mission is and has always been to ensure we provide our clients with the finest insurance protection available. We are committed to the social and economic well-being of our partners, employees, community, and province, and continue to strive for uncompromised excellence!

Job Types: Full-time, Permanent

Pay: $48,000.00-$58,000.00 per year

Benefits

• Dental care
• Extended health care
• Life insurance
• On-site parking
• Paid time off
• RRSP match

Licence/Certification:

• RIBO License (required)

Work Location: In person