JOB-BORN Executive Search Inc.
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Our client in North York is hiring a Personal Insurance Account Manager, VIP Division.  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 inquiries, ensuring a high level of service is maintained
  • Renewal review, recommendations, comparison quotes and re-market when needed
  • Total account sales awareness, cross sell and up sell as much as possible
  • Action all renewals, endorsements and claims
  • Process change requests on EPIC/company portals, when needed
  • Review and invoice all endorsements (and renewals, if necessary)
  • Issue in-house endorsements and new business on company portals, when needed
  • 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 in VIP insurance space.
  • EPIC brokerage system experience required
  • R.I.B.O required
  • Strong knowledge of insurance carriers
  • 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 MS Outlook, Excel, Word
If you are looking for an opportunity to join a leading National Brokerage that offers exceptional benefits, training and growth with the opportunity to work from home 2/3 days a week - We should talk!
 

Meredith Howell, PRC, 

Your Insurance Placement Specialist

JOB-BORN Executive Search Inc.  

www.jobbornsolutions.com

 

Email:  meredith@jobbornsolutions.com

Call or Text Me 647-766-1758

Book Your Appointment  My Calendar Link

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