As a member of the Commercial team, you will help current and prospective policyholders understand the value in doing business with an insurance brokerage. Leveraging your soft and technical skills, you will work with the  team and insurance carriers, to ensure customer expectations are managed and deliver best in class customer experience.

Requirements:

• Provide exceptional customer experience
• Prepare proposals for renewals and new business, including cross selling, upselling and assessing risk
• Review renewal and policy changes
• Review policy wordings and other documentation for accuracy
• Maintain accurate and up to date files
• Manage insurance certificates
• Keeping current on carrier underwriting, market place trends and continuous education.
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Skills:

• Post-Secondary Education
• Experience with TAM is an asset
• Prior customer experience training an asset
• R.I.B. Ontario licensed mandatory
• 3-5 years commercial service experience
• Strong organizational and time management skills
• Ability to multitask using digital procedures and technology
• Proficient in Microsoft Office – Outlook, Word and Excel
• Advanced written and verbal skills to help manage high customer expectations and to resolve conflicts
• Ability to identify challenges and overcome them through problem solving and using a team player approach