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Job Type:
Direct Hire
Remote Status:
Hybrid
Compensation:
$70,000 - $75,000 / yr
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POSITION OVERVIEW:
Our client is hiring a Personal Insurance VIP Client Manager and will report to the Vice President, Personal Insurance. You will be responsible for achieving business growth on an existing book of business and retaining an existing book of business.
RESPONSIBILITIES:
- Respond promptly to telephone, email and fax enquiries, ensuring a high level of service is maintained
- Document EPIC customer files, using correct activity codes, noting all conversations with customers, insurers, etc.
- Renewal review, recommendations, comparison quotes and remarket when needed
- Total account sales awareness, cross sell and up sell as much as possible
- Action all renewals, endorsements and claims
- Process change requests and new business/remarkets on insurance company portals
- Review and invoice all endorsements and renewals (if not automatically invoiced by the system)
- Release renewals after making appropriate changes when needed
- Scan and attach documents to EPIC
- Quote cross sells and up sell as much as possible
- Issue pink slips when needed in addition to completing miscellaneous duties as assigned
- Prepare new business documents to be sent for signatures, etc.
- Report order: MVR, Autoplus, HITS,
- Support other members of the team when needed
REQUIREMENTS:
- Minimum 5 years insurance experience
- VIP high net worth experience
- R.I.B.O and C.I.P designation required as well as C.A.I.B or at minimum working towards the designation
- Client development/relationship management experience
- Strong customer service background with demonstrated business acumen
- University degree desired
- Superb interpersonal, communication, and effective problem-solving skills
- Ability to be a self-starter with strong written and oral communication skills as well as organizational skills
- Advanced skills in Outlook, Excel, Word and EPIC
They Offer:
🔥Exceptional Compensation and Benefits Packages
🔥Support for Education and Career Development
🔥Talented and Supportive Team Environment
🔥Room for Internal Growth
Great Opportunity with a Dynamic Independent Canadian Brokerage!
Interested? Let's connect!
Always on the Hunt for You !
Cristin Filipuzzi, PRCAIRS, Professional Recruiter Certification
JOB-BORN Executive Search Inc.
Recruiter for the Insurance Industry
289-233-4691
BIG ENOUGH TO SERVE YOU …small enough to know you
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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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