Become a Personal Lines Insurance Broker at Drayden in Stony Plain. This role emphasizes account development, sales goals, and building strong relationships with clients.
As a Personal Lines Account Manager, you will meet sales targets by developing accounts and selling new business. You must hold a Level 1 General Insurance license and be tech-savvy, especially with brokerage management software like Epic. Your role will also involve contributing to client satisfaction and community support through networking.
Key Responsibilities:
• Assist clients with daily insurance needs, both in person and through tech
• Provide quotes and sell new insurance policies
• Upsell products and services to enhance client offerings
• Generate referrals via community involvement and events
• Follow up on client accounts to resolve issues
Requirements:
• Level 1 General Insurance license
• Proven success in meeting sales targets
• Strong skills in client interaction and re...