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Account Manager, Personal Lines Client Care

Role overview

Qualifications

  • 2+ years as an Account Manager or CSR at an insurance brokerage
  • Deep knowledge of Personal Lines products
  • RIBO license

Responsibilities

  • Support existing clients with guidance and expertise to strengthen retention
  • Interact with clients through multiple channels to answer questions and make policy changes
  • Provide professional advice to ensure clients have the necessary protection
  • Up-sell in a non-pushy manner to better meet client needs

Key facts

Other skills

  • Sales
  • Problem Solving
  • Customer Service
  • Multitasking
  • Critical Thinking
  • Communication
  • Detail Oriented

About the company

Mitch Insurance Brokers logo

Mitch Insurance Brokers

Mitch is a leading insurance brokerage on a mission to make insurance lovable through exceptional experiences. Family-owned since 1948, the business is a marketplace for more than 70 of Canada’s top insurance companies. An unwavering supporter for consumer and public good, Mitch believes that everyone deserves fair and transparent insurance.

Company details

Company size51 - 200

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Job description

Account Manager  Personal Lines Client Care 
 
Mitch is a leading insurance brokerage on a mission to make insurance lovable through exceptional experiences. We’ve been recognized as Brokerage and Innovator of the Year, and have been named one of Canada’s Top Growing Companies by The Globe and Mail’s Report on Business magazine multiple times. 
 
We’re growing our Personal Lines Client Care team to help take our client experience to the next level and elevate Mitch to new heights. Are you an experienced Account Manager who enjoys building relationships, problem solving, and ensuring clients feel supported and valued throughout every interaction? Join us!  
 
What you’ll do 
Working as part of our Personal Lines Client Care team, your passion for providing top-notch customer service will shine as you support our existing clients with guidance and expertise that helps to strengthen overall retention.   
 
You know that every client interaction is an opportunity to better meet their needs. Yes, this means up-selling, but not in a pushy way. More in a “how else can I help you today?” way.  
 
You’ll work with clients through multiple channels to answer questions, make policy changes, review renewals, cross-sell, update files, assist with billing changes, and complete other service requests. You’ll be their go-to insurance expert, providing professional advice to ensure they have the protection they need.  
 
What you’re amazing at 

  • Building strong client relationships and collaborating with teammates from across our brokerage  
  • Using strong sales instincts and creating client-focused solutions that help provide better protection and value 
  • Multi-tasking in a fast-paced environment and staying organized while dealing with information/requests coming from different sources  
  • Applying strong listening and critical thinking skills with an eye for detail 
  • Staying positive and thriving under pressure 
     

Your qualifications 
You’ve worked as an Account Manager or CSR at an insurance brokerage for two or more years and have deep knowledge of Personal Lines products. You also have your RIBO licence.   

Where you’ll work is up to you  
We believe in providing a flexible work environment where our teammates have the option to work for us from anywhere across Canada.  
 
Come join us  
We have very big plans and are on an exciting path to the future. If you want to help bring game-changing ideas to life and make a difference, then join us on our mission to make insurance lovable.  
 
Mitch is an equal opportunity employer, and we’re committed to building an inclusive, diverse and inspiring environment for all employees. If you require any specific accommodations during the recruitment process, please let us know and we’ll be happy to work with you to meet your needs. 


Compensation: $54,000 - $64,000 + commission

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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