Personal Lines /Commercial Lines Account Executive

 

This position will provide ongoing support as an Account Executive/CSR role to the Partner and broker team. This position also performs a wide range of
administrative and office support activities to facilitate the efficient operation of the Brokerage.

Responsibilities:

 Maintains services and grows a designated portion of the Client's book of business.
 Generates/issues liability slips, endorsements, new business submissions from existing
book, review accuracy of renewals, re-markets renewals based on pricing, processes binders,
COI’s.
 Reviewing Autoplus, MVR’s and HITS reports.
 Preparing financing agreements for annual pay policies.
 Diligence with respect to commission revenue, policy count, accounts receivable for client
accounts, and quality of the books of business.
 Processing on individual company portals, and Broker management system Powerbroker.
 All other duties as assigned based on CSR responsibilities as need be.

Requirements:

 Post-secondary education is an asset.
 2 years or more insurance industry experience, with extensive Personal
experience.
 CIP, CRM or CAIB designation is an asset.
 Commercial lines experience mandatory.
 RIBO License is required.
 Knowledge of Acturis and or Brokerage Management services/Power Broker and tools.
 Strong customer engagement and service skills.
 Strong communication and interpersonal skills.
 Solid sales attributes/focus.
 Demonstrates ability to handle multiple priorities successfully.
 Strong analytical and organizational skills.
 Excellent verbal and written communication skills.

Compensation:

Salary commensurate with qualifications and experience, inclusive of benefits, vacation and pension
plan.

 

Interested?  Call me at 519-572-6095