JOB-BORN Executive Search Inc.
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Retail New Business Broker | Personal Lines  (Markham)
As a member of the Inside Sales Team, you will manage new business requests for existing and new clients. You will demonstrate the value in doing business with an insurance brokerage and be able to problem solve in a fast paced environment. Leveraging your soft and technical skills, you will work with all departments and key insurance carriers, to ensure customer expectations are met and managed.  The goal is to deliver best in class customer experience.
Manage phone queue metrics with your team to ensure optimal availability for members
Manage pipeline and closing ratio
New business documentation in TAM and EPIC
New business leads to be contacted within service level standards
Provide exceptional customer experience on the phone and through email
Prepare quotes for new business using ARS or company portals
Provide insurance consultation by recommending appropriate insurance coverage
Partner with the Company's Customer Service or Remarketing
Embrace their workflows and service level agreements
Keeping current on carrier underwriting, market place trends and continuous education
Ability to manage communications with Client Advisors
Post-Secondary Education
Experience with TAM and EPIC is an asset
Prior customer experience training an asset
R.I.B. Ontario licensed mandatory
Over 1 year personal lines experience in sales or service
Strong organizational and time management skills
Ability to multitask using digital procedures and technology
Proficient in Microsoft Office – Outlook, Word and Excel
Advanced written and verbal skills to help manage high customer expectations and to resolve conflicts
Ability to identify challenges and overcome them through problem solving and using a team player approach
Salary:  depending on experience
Let's talk about it!

Always on the Hunt for You !

Lexi Williams 

Recruiter for the Insurance Industry



BIG ENOUGH TO SERVE YOU …small enough to know you

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