Our client is continually striving to invest in their people, processes, and technology.  They want to ensure that not only do their teams have the right tools they need to be successful, but that they create an environment where people feel great about the work they do and where they work.  

So What Will You Spend Your Days Doing?

Working as part of a team, actively service, maintain, and help grow a personal lines book of business.  More specifically:

• Serve as a liaison between clients and insurance carriers.
• Prepare & process quotes, policies, renewals, and change requests for delivery to insureds
• Review endorsements for accuracy and take action as necessary.
• Conduct detailed reviews of risk and underwriting information to ensure accuracy and optimal insurance solutions for your clients.
• Recognize and realize sales opportunities where it makes sense.
• Remarket personal lines policies as necessary.
• Take new claim reports and submit them to the insurance carrier.
• Diligent follow up on clients’ accounts to ensure outstanding activities are resolved.

Responsibilities:

• Provide prompt and effective customer service to personal lines clients via inbound calls and email inquiries
• Offer claims counselling
• Cross selling and upselling policies for existing clients. Ensure proper coverage is provided based on client’s needs
• Quote new business opportunities
• Detailed documentation in broker management and insurance company systems

 Qualifications:

• Minimum 1 year insurance experience
• RIBO License required
• Other industry qualifications, such as CIP & CAIB, would be considered an asset
• Experience with Sig, Applied Rating Services, AS400, and other company portals an asset
• Strong verbal and written skills
• Effective organization, time management, and multi-tasking skills