J-42571  Location: Mississauga – Head office

Job Summary: Commercial Lines/Programs

Reporting to the Supervisor of the Commercial Lines department the incumbent is a member of the CustomerService team. This individual should be highly motivated; detail oriented and maintains strong communication andrelationship building skills.

Main Duties & Responsibilities:

- Placement of small business accounts- File creation, organization of client documentation and updating Client activity logs- Track and follow up on New Policy Documents to ensure received in a timely manner.- Preparation of all client facing documentation including invoices, letters, policy documents, certificates ofinsurance- Administration of the client renewal process- Work closely with the Account Executive to service & manage all day to day activity- Account service co-ordination including review of documentation for routine policy changes, additions,deletions, renewals or cancellations- Research and investigate information to enable strategic decision making for the client- Participate in meetings, conferences and project team activities- Communication with insurers as required to support the brokering function- Other duties that may be assigned from time to time.

Professional Experience Required:

-Strong Commercial P&C Technical and Service experience, Minimum 5 years as a Commercial CSR/Account, Experience in Programs an AssetManager ,Epic Experience

Knowledge Required:

Deep understanding of the Property and Casualty insurance market and technical wordings; Strong BusinessAcumen; Microsoft office product expertise and familiarity with Broker Management systems /EPIC Specifically

Education Required

University Degree, College Degree, CRM or CIP

Skills Required:

Detail oriented, Positive, Team Player, Ability to work in a fast paced environment, Adaptable to change, StrongCommunication Skills, Strong Business Acumen; Technically Competent

 

Interested?  Let's chat!  519-572-6095