Assistant Account Manager (Personal Lines)

We are looking for an Assistant Account Manager to support our growing Personal Lines team!

This new role is for someone with exceptional organizational and customer service abilities who wants to develop professionally. The successful candidate will be put on the path to becoming a registered insurance broker within the first three months of hire and will work directly to support our team of Account Managers. If you are detail-oriented, enjoy connecting with people, and want to develop within an organization, we want to hear from you!

Why Join the Jones Insurance Team? Because we are:

People Focused - We pride ourselves on going above and beyond to care for our customers and one another. We offer benefits, paid vacation, and a work environment that champions wellness for our staff.

Family-Oriented - We are flexible with work hours (we have kids; we get it). Take your birthday off with pay to spend with your family and friends.

Community-Driven—We include 2 paid days off for our staff to volunteer in our community however they see fit. We also support local boards and charities, and ultimately, we want to make Thunder Bay an amazing place to live, work, and play!

Continuously Improving & Growing - We nurture those who want to develop and provide security and autonomy to those who want to thrive in their role and make it their own.

What you would do:

• Support existing and prospective clients in determining their insurance needs.
• Complete quote requests in our quotation management systems as directed by the Account Managers.
• Compile electronic application packages for customers as directed by the Account Managers.
• Present options for the necessary automobile, property, marine, etc. policies to ensure clients can make informed decisions.
• Identify ongoing coverage needs or opportunities for existing clients regarding their policies, including thorough renewal reviews.
• Assist clients with policy-related changes and inquiries.
• Navigate the claims process with clients when a loss is incurred.
• Research and resolve client problems, acting as the liaison between insurers when necessary.
• Keep apprised of industry trends, changes, and opportunities as they relate to our clients.

Your core competencies:

• Integrity & Attitude: your word is impeccable, and you consciously conduct yourself in line with our company values and vision.
• Analytical & Detail-oriented: you can tackle problems methodically and easily comb through the fine print.
• Organized: you are methodical or capable of organizing yourself to ensure no detail is missed and your work is completed.
• Relationship Management: As a natural relationship builder, you understand how to prioritize tasks to serve your clients' best interests.
• Communication: You organize, disseminate, and deliver complex information to our existing and prospective clients in a manner that supports them in both spoken and written form.
• Resilient: you are flexible and adaptable to change and value diverse and creative improvement approaches.

What your background would look like

• 2+ years of work experience in a role with a strong administrative component from a business, sales, finance, planning, marketing, or other fields where your success is demonstrable is valued.
• Post-secondary education or an equivalent of relevant experience is essential.
• Proficient in Microsoft Office: Word, Excel, PowerPoint, Outlook, SharePoint & Teams.
• Experience in working with a customer management system is ideal.
• Insurance experience and knowledge of Power Broker or other Broker Management Systems is an asset but not a deal-breaker.

Job Types: Full-time, Permanent

Pay: $45,000.00-$48,000.00 per year

Benefits:

• Company events
• Dental care
• Employee assistance program
• Extended health care
• On-site parking
• Paid time off
• Profit sharing
• RRSP match