Billyard Insurance Group Job Board
Account Manager (Insurance Service Broker)
Description
Billyard Insurance Group (BIG) is a leader in the insurance industry, dedicated to building a culture that reflects our core values. At BIG, we Think BIG by exceeding expectations and creating lasting value for our clients, industry, and communities. We Act with Integrity by upholding honesty, transparency, and respect in everything we do. Our clients are at the center of our decisions as we embrace a Client First, Always mindset. We believe in the power of teamwork to Achieve More Together, combining strengths to deliver meaningful solutions. Finally, we Innovate with Purpose by leading the digital insurance revolution, consistently driving quality, enhancing client service, and empowering brokers.
With over 80 locations across Canada and recognition as one of Canada’s Top Growing Companies, BIG is shaping the future of insurance. Join us as we continue to redefine the industry with innovation, collaboration, and excellence.
The Account Manager is responsible for managing a portfolio of personal lines accounts, including auto, home, and travel insurance. This role involves developing and maintaining strong relationships with clients, assessing their insurance needs, recommending suitable products, and overseeing the entire insurance process. The Account Manager plays a vital role in supporting the mission of Billyard Insurance Group to establish a nationally recognized insurance brokerage brand and lead the digital insurance revolution.
What does the Account Manager do?
- Develop and nurture long-term relationships with clients to enhance satisfaction and retention, supporting the organization’s goal of creating loyal customer advocates.
- Conduct thorough assessments of client insurance needs through discussions and analysis, ensuring tailored solutions that align with individual requirements.
- Recommend appropriate insurance products (auto, home, travel) based on client assessments to ensure adequate coverage and promote organizational values of empowerment and innovation.
- Oversee the management of client insurance policies, ensuring accuracy and compliance with regulations, which contributes to the overall operational integrity of the brokerage.
- Prepare and present accurate quotes to clients, facilitating informed decision-making and promoting transparency in the insurance process.
- Manage the renewal process for client policies, ensuring timely communication and adjustments that reflect changes in client needs or market conditions.
- Assist clients with claims processes, providing guidance and support to ensure efficient resolution and enhancing client trust in the brokerage.
- Identify and pursue cross-selling opportunities within the existing client portfolio to increase revenue and improve client satisfaction.
- Stay informed about industry trends and changes to better advise clients and position the brokerage competitively in the market.
- Participate in ongoing training to enhance product knowledge and industry skills, which supports the organization’s commitment to professional growth.
- Maintain accurate and organized documentation for all client interactions and transactions, ensuring compliance and easy access to information.
- Monitor personal performance metrics against organizational goals, seeking continuous improvement and alignment with company objectives.
- Educate clients about policy terms, conditions, and changes to foster a better understanding of their coverage and responsibilities.
- Gather and analyze client feedback to identify areas for service improvement and ensure client expectations are met or exceeded.
- Work closely with the Personal Lines Team Lead and other team members to share insights and strategies, fostering a collaborative environment that drives collective success.
Does this sound like you?
- In-depth understanding of personal lines insurance products, underwriting principles, and regulatory requirements.
- Familiarity with the claims process, including documentation and communication with insurance companies.
- Proficient in using customer relationship management (CRM) software for tracking client interactions and managing accounts.
- Ability to analyze client needs and market trends to provide tailored insurance solutions.
- Understanding of financial principles as they relate to insurance and risk management.
- Knowledge of legal and regulatory requirements in the insurance industry.
- Proficient in using digital tools and platforms for communication and account management.
- Ability to create reports and presentations for internal stakeholders to support decision-making processes.
- Excellent verbal and written communication skills for effective client interaction and collaboration.
- Strong commitment to providing exceptional customer service and exceeding client expectations.
- Ability to work collaboratively within a team environment and contribute to group objectives.
- Strong analytical and problem-solving abilities to address client issues effectively.
- Proficient in negotiating terms and conditions with clients and underwriters to achieve optimal outcomes.
- Ability to understand and respond to clients’ emotional and financial needs sensitively.
- Effective time management skills to prioritize tasks and meet deadlines consistently.
- Ability to adapt to changing environments and client needs, demonstrating flexibility in service delivery.
- Skills in resolving conflicts and managing difficult conversations with clients professionally.
Qualifications:
- High school diploma or equivalent
- RIBO license
- At least 3 years’ experience working in the insurance industry.
- Bachelor’s degree in business, Finance, or a related field preferred.
- Demonstrated experience with auto, home, and travel insurance products.
What We Offer:
- People-focused company culture
- Comprehensive benefits including medical, vision, dental, and Employee Assistance Program (EAP)
- 3 weeks’ of paid vacation in the first year of employment; 4 weeks’ in year 2
- Birthday day off
- Hybrid work from home / in-office environment
- Retirement savings programs, with company-matched RRSP contributions
Our Commitment to Diversity, Inclusion and Belonging:
Billyard Insurance Group is committed to building a transparent environment where everyone feels heard, welcomed, and included. We believe Diversity, Inclusion, and Belonging are fundamental in our vision to be the leading insurance platform in Canada. BIG is a proud, equal-opportunity workplace that is committed to equal employment opportunity regardless of race, colour, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, or gender identity.
Our Commitment to Accessibility:
Billyard Insurance Group is committed to developing an inclusive, barrier-free recruitment process and work environment. Should you require any accommodation, please inform us, and we will work with you to meet your accessibility needs. For any accessibility-related assistance, requests for information in accessible alternative formats, or to report any accessibility problems, please contact us at serenity@thebig.ca or 905.346.2190 ext. 10212.