Personal Insurance Account Manager (RIBO)

Job Description

<p><b>About the Role</b></p><p>If you are a <b>RIBO Licensed</b>, <b>Personal Lines Customer Service Representative</b>, our growing team wants you </p><p><br></p><p><b>Responsibilities</b></p><ul><li>Provide exceptional day to day customer service to clients.</li><li>Respond to client inquiries quickly and efficiently, maintaining fast turnaround times for required actions.</li><li>Review and analyze renewal accounts, place coverage to meet client needs, re market when required, and quote renewals in line with carrier binding authority to support client retention.</li><li>Identify upselling and cross selling opportunities, generating quality leads.</li><li>Meet retention benchmarks.</li><li>Process policy changes.</li><li>Maintain professional relationships with Insurers and Underwriters.</li><li>Assist and support Producers as required.</li><li>Process call backs, submissions, and mail in a timely manner.</li><li>Demonstrate flexibility in performing various assigned tasks.</li><li>Promote company features and benefits as part of ongoing portfolio reviews.</li><li>Promote client loyalty through attention to detail and strong relationship building. Remain current on all company philosophies and procedures. Accept risks within established guidelines.</li></ul><p><br></p><p><b>Qualifications</b></p><ul><li>Currently holds a RIBO license in good standing</li><li>Bring 2+ years of Personal Lines Account management/service experience, preferably in a brokerage environment</li><li>Being in a fast-paced, multifaceted environment brings out the best in you. You are always able to prioritize efficiently which allows you to exceed client expectations.</li><li>Working collaboratively and building relationships comes easy and is a key part of what has made you successful in your past roles.</li></ul><p><br></p><p><b>Required Skills</b></p><ul><li>Communicate effectively with clients, both verbally and in writing.</li><li>Demonstrate excellent interpersonal, organizational, and time management skills.</li><li>Function effectively in a fast paced, multi faceted environment.</li><li>Maintain a positive attitude and contribute as a strong team player.</li><li>Apply strong analytical and decision making abilities.</li><li>Adapt quickly and effectively to change.</li><li>Demonstrate proficiency in BMS and Microsoft applications.</li><li>Support the Broker/Producer by acting as a liaison with insurance companies, clients, and other stakeholders as required.</li><li>Serve as the primary point of contact for underwriters, responding to underwriting inquiries from brokers and internal underwriting teams.</li></ul><p><br></p><p><b>Compensation package</b></p><p><br></p><ul><li>Paid vacation</li><li>Paid Personal/sick days</li><li>Competitive compensation package</li><li>Salary Range of $56,000 - $75,000</li><li>Reciprocal days</li><li>Group Benefits</li><li>Growth within the company</li><li>Business casual attire</li><li>Company events</li><li>Community involvement</li></ul><p><br></p><p>This position is an existing vacancy and is open to qualified applicants at this time.</p><p><br></p><p><b>AI Disclosure Statement </b></p><p>We use AI enabled tools to help screen, assess, and/or select applicants for this role (e.g., skills matching, and interview scheduling support). All hiring decisions include human review.</p><p><br></p><p><b>Equal Opportunity Statement</b></p><p>FSB GROUP LTD. is an equal opportunity employer and welcomes applications from all individuals. Applicants selected for an interview will be asked whether specific accommodations are needed to support a personal disability.</p>