Personal Lines Account Manager

Reposted 25 Days Ago
Be an Early Applicant
Toronto, ON
In-Office
Junior
Insurance
The Role
Provide exceptional customer service, assist clients with insurance inquiries, make policy changes, and drive sales through cross-selling and up-selling.
Summary Generated by Built In

Account Manager - Personal Lines Service and Retention Team

We know insurance can be complicated, that’s why at Mitch we’re on a mission to change the way people feel about insurance, by making it lovable.
This isn’t just a tagline or marketing campaign – it drives everything we do. We start from within, through a culture of unbreakable kindness, positivity and inclusivity. We collaborate, innovate and inspire each other to reach new heights. We believe in always doing the right thing for our customers and communities and know that with a great team, everything is possible.
If you feel the same, and are an experienced CSR with a strong grasp of sales that can provide world-class customer service in your sleep – we want you on our team.
What you’ll do
As part of our Service and Retention team, you’ll be supporting and helping to retain our existing clients with your passion for providing exceptional customer service and bringing the WOW factor to everything you do. And of course, you know that every interaction with a customer 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.

 

As a Personal Lines CSR, you’ll work with our customers via phone, chat, email and text to answer questions, make policy changes, review renewals, cross-sell, update files, assist with billing changes and more.
What you’re amazing at

  • Creating customer-focused solutions
  • Great sales instincts
  • Multitasking in a fast-paced environment
  • Driving customer value with cross-sell/up-sell opportunities or churn prevention techniques
  • Keeping organized while dealing with information/requests coming from different sources
  • Strong listening and critical thinking skills with an eye for detail
  • Staying positive and thriving under pressure

 

Your qualifications
You’ve worked as a CSR at an insurance brokerage for at least two years, have your RIBO license and absolutely love boring your friends with your deep knowledge of Personal Lines products.
 
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.
For anyone based in or near the Durham Region, our headquarters is a really fun place loaded with games, a putting green an in-house gym and much more.
Come join us
We have some 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.

Top Skills

Ribo License
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The Company
HQ: Whitby, Ontario
74 Employees
Year Founded: 1948

What We Do

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.

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