Take your insurance career forward as a Personal Lines Account Manager at Excalibur Insurance Group in Clinton, ON. Use your RIBO license to manage clients and optimize their insurance coverage.
As the primary point of contact for personal lines clients, you will play a vital role in ensuring exceptional service and smooth policy management. This role includes managing renewals, documenting processes, and assisting clients with claims, all while adhering to insurance regulations. Training is provided, and you may work hybrid after initial onboarding.
Key Responsibilities:
• Assist clients with renewals and policy inquiries
• Process and document all policy-related materials
• Oversee policy changes and monitor client coverage
• Facilitate claims assistance and provide updates
• Maintain organized records of all client information
Requirements:
• RIBO certification necessary
• Minimum 1 year of insurance industry experience
• Familiarity with various ins...