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About the Role
Join as a Personal Lines Client Executive and enhance client experiences. Manage a dynamic portfolio in a full-time office capacity, focusing on transportation insurance.
This role emphasizes client servicing, retention, and portfolio growth, with a significant emphasis on strategic risk management. Engage with clients during renewals, and ensure their unique needs are met through tailored solutions. Your leadership will guide a team, fostering collaboration and efficiency.
Key Responsibilities:
• Oversee a book of nearly $5M in personal lines
• Support clients through the renewal and retention process
• Identify and develop growth strategies
• Communicate effectively with insurer partners
• Assist team members with portfolio management tasks
Requirements:
• 2-4 years relevant experience in personal insurance
• Minimum of 1 year in a client-facing role
• Provincial Insurance Broker Licensing essentia...
This role emphasizes client servicing, retention, and portfolio growth, with a significant emphasis on strategic risk management. Engage with clients during renewals, and ensure their unique needs are met through tailored solutions. Your leadership will guide a team, fostering collaboration and efficiency.
Key Responsibilities:
• Oversee a book of nearly $5M in personal lines
• Support clients through the renewal and retention process
• Identify and develop growth strategies
• Communicate effectively with insurer partners
• Assist team members with portfolio management tasks
Requirements:
• 2-4 years relevant experience in personal insurance
• Minimum of 1 year in a client-facing role
• Provincial Insurance Broker Licensing essentia...
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