The Personal Lines Sales Broker will engage with generated leads, utilizing a proven playbook to understand prospect needs and recommend suitable coverage solutions from over 70 insurance companies. They must focus on building client relationships while efficiently closing sales using a streamlined process.
Mitch Insurance
5 Remote Job Openings at Mitch Insurance
Account Manager, Personal Lines Client Care
Mitch Insurance
·
Full Time
·
2 months ago
Mitch Insurance
The Account Manager will support existing clients by answering questions, making policy changes, reviewing renewals, cross-selling, and assisting with billing changes to strengthen overall client retention. They will act as the go-to insurance expert, providing professional advice and identifying opportunities to better meet client needs through up-selling.
The Producer will actively prospect and develop their own pipeline to advise small and medium businesses on risk exposure, designing tailored insurance programs using products from top Canadian commercial carriers. They will focus on establishing long-term client relationships, acting as a strategic advisor while an Account Manager handles service and administrative tasks.
The Account Manager will support commercial clients by answering questions, making policy changes, providing certificates, reviewing renewals, cross-selling, and assisting with billing changes to strengthen client retention. They must act as the go-to insurance expert, providing professional advice to ensure adequate business protection.
The Commercial Lines Sales Broker will analyze the operations of prospects and clients to offer trusted advice on coverages from top commercial carriers, helping businesses of all sizes find the right insurance solutions. Responsibilities include building strong client relationships and focusing on making sales using provided leads, with no cold calling required.