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Edmonton & St. Albert, Personal Lines Account Manager (June 2021)

As a Personal Lines Account Manager you are responsible for meeting sales goals through account development and new business sales. You will build strong lasting relationships with our clients by helping to protect what matters most to them.

Responsibilities

  • Assist clients with their daily insurance needs in person or through technology
  • Provide quotes and sell new policies to clients
  • Up-selling of products and services to new and existing clients
  • Generate client referrals through community involvement and events
  • Follow up on client account to resolve outstanding matters
  • Make timely renewal calls for existing client business
  • Remain up to date on product knowledge and build relationship with insurance providers
  • Commit to self-development through internal training and industry education
  • Extensive knowledge of insurance company products, programs and payment plans

Your Unique Talents

  • You have the ability and desire to deliver an outstanding client experience
  • You have demonstrated success in achieving sales targets
  • You seek out account development opportunities with existing clients
  • You build relationships with communities, through networking and service, and by supporting local businesses
  • You do well with structure and accountability
  • You are familiar with current technologies; Experience with Epic is an asset
  • You have obtained, or are pursuing a Level 1 General Insurance license

Your Values Align with Ours

  • Integrity – You act with honesty and professionalism. You treat clients and co-workers with respect and fairness
  • Client Relationships – You have the desire to deliver exceptional client service
  • Career Growth – You are motivated to learn and grow your career with our encouragement and support
  • Embrace Progressive Change – You are an ‘ideas’ person and can adapt easily to change
  • Teamwork – You work together with others to achieve goals
  • Community – You support communities by being involved

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