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POSITION OVERVIEW:
Our client is hiring for a Client Coordinator, VIP Personal Lines, insurance. The successful incumbent will be responsible for assisting the Client Manager in servicing the client with their insurance needs from the moment they call and inquire to binding coverage accurately and professionally.
RESPONSIBILITIES:
- Provide technical assistance to Client Managers
- Discuss any concerns or outstanding info with underwriters
- Provide back-up support to Client Managers when required
- Preparing comparison quotation on renewals where necessary
- Prepare new business documents to be sent for signatures, etc.
- Action all renewals, new business, endorsements and claims
- Process change requests on EPIC
- Review and invoice renewals and endorsements
- Issue in-house endorsements and new business on company portals
- Release renewals after making appropriate changes
- 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
REQUIREMENTS:
- Minimum 1-2 years personal insurance experience ideal
- RIBO is required and preferably working towards CIP or CAIB designation
- Client development / relationship management experience
- Ability to be a self-starter with strong written and oral communication skills in addition to strong organizational skills
- Proficiency in Outlook, Word and EPIC
Text Me - I'll Text You Back!
647-766-1758
JOB ID J-50458
Meredith Howell, VP of Recruiting
JOB-BORN Executive Search Inc.
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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.
TAKE YOUR CAREER TO THE NEXT LEVEL
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