Business Account Specialist     St Catharines- HYBRID opportunity 

Job ID # J43893

The Business Account Specialist works closely with Business Account Executive(s) performing a

high level of support, service, and related tasks. The objective of this position is to provide

service beyond expectation to all clients, companies and colleagues, always applying the

foundation of Group Core Values, “Integrity, Competency and Empathy”, while adhering

to all Group procedures and standards.

Service Responsibilities:

• In collaboration with Business Account Executive(s) (and at times independently) assess

clients’ needs and provide accurate documentation to cover clients exposures

• Provide solutions to client issues to their satisfaction while meeting insurer obligations

• Always be working proactively to retain accounts

• Ensure accurate and timely servicing and billing of accounts

 New Business and Rewrites:

• Place new clients with insurers in accordance with their binding authorities and underwriting guidelines

• Adhere to Group new business guidelines and protocols with appropriate selection of business and documentation both to the client and on EPIC

• Be responsible for the input of standard applications in EPIC as received by the Business Account Executive(s) and for the preparation of proposals for prospects and existing

clients as required

• Be responsible for the review and accuracy of all policy documents prior to delivery to the client

• Advise Business Account Executive(s) of any limitations of coverage

Endorsements:

• Obtain and record all pertinent information as well as required documentation needed for the requested change

• Process customer changes in a timely and efficient manner

Renewals:

• Review renewals for accuracy (exclusions, warranties). Contact the Business Account Executive(s) to address coverage needs or gaps and discuss any further insurance

requirements.

• Adhere to  Group renewal review guidelines and protocols

Claims:

• Coach the client on the loss in order to enable them to make an informed decision on how to proceed, while making sure to deliver on the “ Claims Advantage” if applicable

• Complete claims report and transmit to the Insuring Company. Enter a LOSS activity in EPIC to follow up on policy changes required as a result of the loss. Advise Insurance

Company of the required policy changes if required.

• Follow-up with the client to ensure satisfaction with Claims Handling

Non-Renewal:

• Advise client by registered letter of non-renewal. Be prepared with an alternative market for the insured to ensure no lapse in coverage.

Cancellations

• If the client requests cancellation, explore reasons. Document cancellation and reason

• At the client’s request, send fully completed cancellation voucher or obtain renewal

signed by client indicating cancellation

• At the Insurance Company request for Non-Pay – process cancellation

• At our Accounting Department request, send the request per the Group

guidelines

• If payment is received, obtain authorization to reinstate through company underwriting

Performance Standards:

• Respond to client inquiries in a timely manner with the goal of exceeding their

expectations

• Continuous effort to stay current on all products provided by our contracted insurers

together with their underwriting rules and requirements

• Maintain up to date, organized client files following Group procedures and

protocol for doing so

• Update client information on system as required (EPIC and Policy Works)

• Participation in in-house and seminar courses and implement learning into the

practical work environment

• Obtain a minimum of 8 continuing education hours annually

• Refer Life and Health leads to Group Life department

• Remain open to learning and share knowledge and skills with others

• Adherence to developed Group standard operating procedures and guidelines

• Be an effective team player to both the department and the  Group as a whole

• Maintain processing time limits in accordance with required Group Binding

Qualifications:

• RIBO license and working on or completion of CAIB OR OTL Licensed

• Excellent people skills, with experience collaborating in a diverse dynamic team

• Good communication skills

• Proven effectiveness in service

• Positive, supportive and enthusiastic team member

• Enthusiasm towards work with a passionate desire for meeting challenges

• Flexible and a self-starter, able to multi-task

• Strong understanding of Customer and Insurance market dynamics and requirements

• Personal qualities of integrity, empathy, strong work ethic, credibility and a commitment to the Vision and Values of the Insurance Group

INTERESTED?  LET'S CHAT !  CALL ME OR TEXT ME - 519-572-6095

ALWAYS ON THE HUNT FOR YOU !

Cindy Gowing, Insurance RecruiterPRC Professional Recruiter CertifiedJOB-BORN Executive Search Inc.www.jobbornsolutions.com519-572-6095cindy@jobbornsolutions.com

BIG ENOUGH TO SERVE YOU …small enough to know you