2014-03-11

(Insurance) Personal Lines Account Managers

Internal Posting & External Posting

Posting Date: March 11th, 2014

Internal Application Close Date: March 19th, 2014

External Application Close Date: Open until filled

Positions: Full Time Personal Lines Account Managers

- Tuesday through Saturday (35.5 hours per week)

Winner of the Employer of the Year award in 2009 & 2011 through the Victoria Chamber of Commerce!

At Megson FitzPatrick we are all about people. Every member of our friendly, knowledgeable team is proud to offer a high standard of personalized service. Representing a large number of insurance companies allows us to provide an insurance package tailored to our clients needs. We are committed to providing efficient, reliable, high quality service.

How do we do this? It’s simple. We live our core values: trust, integrity, empowerment, innovation, teamwork and family. We pride ourselves on being a great employer, with a positive culture and many long-term employees. We nurture the growth of our people. We make sound decisions and are always accountable for our actions. Since 1968 we’ve grown from 2 employees to over 80, from one office to four, becoming one of the largest independent insurance brokers on Vancouver Island. We have succeeded because we strive to create a relationship of trust by demonstrating our value to every employee and client, through everything we do.

We are currently looking to add Personal Lines Account Managers to join our Megson FitzPatrick Team.

Day to Day Responsibilities:

• Provide premier brand customer service to an existing book of business
• Write new business
• Participate in up-sell and cross-sell initiatives
• Day to day client servicing
• Claims processing
• Claims follow-up
• Autoplan experience is considered an asset

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