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Personal Lines Insurance Team LeadElmira, ON | Full-Time - Hybrid
POSITION OVERVIEW
This role contributes to brokerage success by providing full- service support to Personal Lines Insurance clients by obtaining, maintaining, expanding, and servicing our book of business. You will also provide service and support to co-workers as neededwith a focus on relationship building in collaboration with Account Executive and Account Manager teams.
ABOUT US
Our client is a leading full-service, multi-line insurance, and financial services agency, established in 1980. As a nationally licensed agency with access to a diverse insurance carrier market and investment firms, they offer unique insurance solutions and custom financial services that empower their clients with real choices. Their personalizedapproach, industry expertise, and commitment to integrity have helped us earn and retain our clients’ trust and confidence over the years.
No matter how small or how large your insurance or financial planning needs are - whether you have a personal or corporate need - they can help you find an insurance or financial solution that will work for you.
- Wealth Management & Financial Planning
- Commercial Business Solutions
- Group Benefits & Group Retirement Services
- Life Insurance & Living Benefits
- Home & Auto Insurance
RESPONSIBILITIES
- Actively work with team members as an integral contributor to the client satisfaction cycle
- Front line contact to assist clients with all policy reviews and coverage changes
- Maintain and enhance existing book of clients
- Negotiate and plan with client and carrier for optimal retention and satisfaction
- Participate in renewal review in conjunction with the Personal Lines Team(s)
- Capitalize on opportunities and foster leads throughout the service cycle
- Provide guidance and support to all branches coast to coast
- Maintain Epic (BMS) and Internal processes and work flows
- Work with Sales, BD and Operational Change Management Committee to maintain efficient workflow for all Personal Lines Insurance and key clients including group, association and affinity relationships
- Provide training for existing and new Account Managers on the Operational Processes with all aspects of the Personal Lines Unit
- Support Account Managers and Junior Account Managers on operational procedures
QUALIFICATIONS
- 3+ years experience with service and support
- EPIC and Carrier Portals
- Team Lead and coaching experience
- Strong written and verbal communication
- Technical product and industry knowledge
- Trouble shooting and problem solving
- Time management – working within deadlines
- Conflict management
- Attention to detail
BENEFITS AND PERKS
- You will enjoy a very competitive compensation model
- A comprehensive employee group benefits package (health,
- Profit sharing and company pension
- Flexibility within the role, hours, and office locations
- Wellness Programs and Social Committee to provide team,
Great Growth Opportunity with an outstanding organization.
Let's Talk About it.
Meredith Howell, PRC,
Your Insurance Placement Specialist
JOB-BORN Executive Search Inc.
Email: meredith@jobbornsolutions.com
Call or Text Me 647-766-1758
Book Your Appointment My Calendar Link
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JOB-BORN Executive Search Inc. is the most respected, successful, placement firm in Ontario that specializes in the Insurance Industry. Established in 1984, we are the highest rated "go to" recruitment consulting firm.
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