11 Broker-Personal jobs

Exciting opportunity to join a fantastic brokerage & team! Our client is looking to add Customer Service Brokers to their growing team. Great pay & Benefits. If you are looking for a steady well established team look no further.    Responsibilities: Ability to manage a book of business Responds to client requests and inquiries in a prompt and professional manner.  Analyzes, counsels and recommends coverage to clients with the highest level of integrity.  Prepares applications, marketing, negotiating coverage and pricing with carriers.  Performs final quotation review and coverage selection. Reviews insurance coverage forms for adequacy and accuracy.  Enters all client information into the broker management system.  Conducts a review of renewal documents for correct coverage and issuance in a timely manner.  Provides cross-sell and upsell recommendations to existing clientele.  Collects expiry dates on other lines of business from existing clientele.  Presents policy requests to insurance company underwriters in a professional manner, outlining all the information on a particular client.  Responds to insurance company underwriters in a timely manner.  Takes claim reports from clients and reports to insurance companies in a timely manner.  Assists with client claim problems and inquiries as necessary.  Collects premiums on all accounts other than direct-bill.  Suspends and terminates coverage for non-paying clients.  Maintains all files in accordance with established standards and assures timely renewal of all assigned accounts.  Performs other related duties as required. Qualifications: Post-secondary education or equivalent home and auto insurance experience Minimum of two years as a home and auto insurance broker preferred RIBO licensed  Ability to obtain a broker license across Canada. Experience using Broker Management System Strong proficiency in email and word processing. Strong verbal and written communication skills.  Results-oriented with a strong customer service focus.  Benefits:   Benefits - partially company paid Continuing Education Reimbursement and Support Vacation and Floater  Up-sell and Cross sell commission available on House Accounts where applicable  Commission including renewal on your own business  

Our Client is currently looking for an enthusiastic insurance professional to join our busy customer service team. Position Overview  Review renewal documents  Report and monitor client claims  Respond to telephone inquiries, take and order policy changes  Preparation of Renewal binders  Ensure a high level of service is maintained  Remarket when necessary  Cross-sell and up-sell Position Requirements  2 -5 years’ personal insurance experience  Valid RIBO license is mandatory  Strong oral and written communication skills  English/Mandarin speaking  Strong organizational and time management skills  Accuracy and attention to detail  Understanding of company underwriting, and guidelines  Ability to multi-task in a fast-paced environment  Proficient in Microsoft Office products, experience with Agency Manager, industry software and Applied Rating an asset Competitive Salary + Benefits and Vacation.  Long-standing well-respected Brokerage in the GTA. Strong leadership and work-life balance. 

PERSONAL LINES CSR - MARKHAM Deliver excellent service by responding to all client inquiries accurately and efficiently Complete Endorsements, Quote New Business, Up sell and Cross Sell when needed Providing support to customers by answering policy coverage and payment questions Reviewing renewals and re-market when needed Building relationships with Insureds and Underwriters Create a positive client experience by understanding and meeting the Insureds needs Contribute to team and overall success of the organization   Skill Set:   1-3 years of personal lines insurance experience Experience with TAM and insurance company portals RIBO licensed in good standing Excellent verbal and written communication skills Excellent time management skills with the ability to multi-task and grasp new concepts Excellent computer, keyboarding skills and familiarity with Microsoft Office software

Our Client is a well-established, family-run brokerage in the North York area.  They have a strong workplace culture that challenges and encourages team members to become long-term employees.  Specializing in Cottage and Marine business, they are seeking a professional and experienced Personal Lines CSR who is familiar with this very specialized seasonal type of insurance which includes, but is not limited to, VIP customers. The ideal candidate will provide professional advice and exceptional customer service by servicing and maintaining an existing portfolio. They will follow processes and procedures as well as contribute to the continual growth of the brokerage.   Duties and Requirements: RIBO license required Team player with strong work ethics Experience with broker systems (Power broker an asset but not mandatory) Proficiency with Microsoft Word and Excel an asset Attention to detail and accuracy Ability to multi-task Excellent customer experience service Pleasant, outgoing, and positive attitude Understanding of common insurance terminology Minimum 3 years insurance industry experience   Perks and Benefits: Free Parking Education Reimbursements Benefits covered by employer Commission on New Business

  Our client is rapidly growing.  They are looking for strong and motivated Customer Service Reps to manage their Personal Lines Book of Business.    The Role: Handle policy change requests and policy cancellations Resolve customer service related inquiries Quote new business, upsell and ccross-sellas required Follow underwriting guidelines for all major markets and high-risk markets Develop relationships with insureds and underwriters Maintain a high level of customer service standards   Experience: RIBO License in good standing Minimum 1-year experience in a sales/service environment (Personal Lines) Knowledge of Personal Lines Insurance Prior experience working with broker systems would be an asset High level of communication skills both written and verbal Well organized and self-motivated Ability to work independently and as part of a team environment Prior experience working with MS Office Product   Environment: Team atmosphere where contributions are valued Coaching and mentorship for career growth Competitive compensation package

  Summary: Grow, service and maintain an existing Personal Lines book of business by providing clients with exceptional customer service while identifying and capturing all sales opportunity for referrals, upselling and ccross -selling your portfolio Responsibilities: Handles inquiries from clients and gathers information, responds to coverage issues and requests policy changes.  Deals with mail, courier and fax. Communicates on behalf of the client with insurance companies, dealers, lawyers, mortgage holders, lien holders and lease holders . Coordinates claims processing by gathering information, participating in telephone discussions with the client, adjusters and insurance companies as required, faxing information, and following up. Requests and mails refunds to clients. Initiates calls to clients to collect overdue premium payments if the assistants were not successful, assists in the processing of registered letters for non-payment and arranges reinstatements upon receipt of payment. Reviews and evaluates home inspections when they come in. Writes letter of action to the client to confirm changes in limits or recommendations emanating from the report.  Follows up on the implementation of recommendations. Remarkets home and auto policies in the best interest of the client as required due to risk points, premium increases, client dissatisfaction or better coverage. Reviews assigned renewals as necessary. Assists and provides advice to Account Executives with collecting information on existing clients for rounding out accounts.  May from time to time write new business. Responds to requests for information from insurers and maintains an abeyance system to follow up on outstanding items. Documents client files thoroughly and keeps client files up to date. Other related duties. Looks for an opportunity to grow the book of business via referrals, upselling, cross selling and writing new business.     Qualifications RIBO licensed 2-5 years related work experience Strong interpersonal skills Strong computer skills; TAM experience an asset Strong organizational skills Strong communication skills Team player Desire for continuous learning Client focused; solution driven Self-motivated with a positive ‘can do’ attitude

PERSONAL LINES CSR - Toronto, Ontario Job Description Our client is a fast-paced insurance brokerage. They are seeking an enthusiastic, motivated and organized individual to work a Personal Lines Book of Business. Must be able to work independently while being part of a team. The ability to multi-task and maintains time-sensitive deadlines is a necessity.  Our client is offering a competitive salary, paid vacation and company benefits.   Qualifications 3+ years insurance industry experience as a CSR with multiple markets. Knowledge of underwriting guidelines and coverage's for major markets Prior working knowledge of Broker System Experience in portal entry of new business and endorsements Must be detail-oriented, able to multi-task with experience in MS Office, Outlook and Compu-Quote rating system. Excellent communication skills both written and oral with an excellent command of the English language   Responsibilities Provide customer service to insureds for their auto, and property insurance needs, including writing new business, re-quoting and re-marketing current clients if required to retain the business. Act as an adviser for personal lines insurance matters and educate insureds on new products and coverage's Process and follow up on renewals, endorsements and new business, including some portal entry Act on cross-sell and up-selling opportunities Work cooperatively with other team members Work with Producers to review, bind and process new business and changes.   The job sounds great but I still need more information.....  book a phone meeting!  https://www.insurancetalentgroup.com/book-online

  Position Overview  Successful Markham Insurance Brokerage is seeking a RIBO licensed professional to join their winning team for the role of Insurance Sales Representative.  We seek an energetic professional interested in helping our business grow through web-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.  Responsibilities Answering inbound calls and online leads from prospects seeking insurance solutions being a trusted insurance advisor meeting the needs of our clients Achieving and exceed set Service Level Agreements and monthly sales targets Following up on sales leads and inquiries in a timely and professional manner Providing exceptional customer service and professional advice Completing all applicable documentation with accuracy in accordance with the company’s policies and procedures, along with company guidelines and requirements Following brokerage and insurance company binding guidelines Actively participate in training initiatives and professional development required of the position Skills & Experience Post-Secondary Education Motivated self-starter who is results driven and has a positive attitude Highly organized and detail oriented Demonstrated ability to handle multiple priorities successfully Excellent verbal and written communication skills Proven customer service and sales track record RIBO license in good standing with minimum of 1 year personal lines experience or RIBO licenced and sales in another industry Call Centre experience is an asset. Proficiency in MS Office products such as Word, Excel and Outlook Previous Experience in Broker Management Systems, Power Broker, Compu-Quote, CRMs and other insurance technologies is an asset

JOB DESCRIPTION Develops and maintains good working relationships with clients and insurance company personnel by returning phone calls the same day and answering emails within 24 hours.   Provides client change information to the insurer and adheres to the company’s binding period   Responds swiftly to claim inquiries; providing claims counselling when appropriate and reports to the Insurance Company by following the internal claim procedure   Reviews renewals with clients when directed by internal lists or client requests. Verifies that all updates and discounts are applied, correct coverage is in place and the premium is satisfactory or remarkets to an alternate carrier   Updates Tam database per internal SOP and collects up-to-date contact information on clients by confirming client detail information on database.   Maintains detailed knowledge of new and existing products and current market conditions to educate and introduce new products by reading company emails, attending in-house company meetings, webinars and internal department meetings.   Encourages clients when an opportunity arises to use added value services– i.e. commercial and financial services  REQUIREMENTS/QUALIFICATIONS:  - RIBO Licensed  - Familiar with insurance brokerage customer service management database – Agency Manager  - Positive attitude  - Detail oriented  - Exceptional verbal & written communication skills  - Team player  - Able to work independently - accomplishing tasks without direct supervision  - Able to prioritize tasks  - Minimum 2 years insurance customer service experience Compensation -Competitive base salary  -Benefits (PAID 100% by Company) -Commission on new business 

High Net Worth – Account Manager – Personal LInes JOB DESCRIPTION – Markham, Ontario Our Broker client is looking to add to their dynamic and growing team. They are looking for a professional, knowledgeable and dynamic Personal Lines Account Manager whose expertise lies in managing high net worth accounts.   The ideal candidate should have knowledge of underwriting guidelines. The Account Manager must be well organized and possess the ability to prioritize workflow. Compensation:  Competitive salary Pension Benefits Paid Vacation & Floater Days RRSP program Education Reimbursement Key Job Responsibilities Work one on one with a dedicated Producer  Respond to all client inquiries in a timely manner Review renewals for coverage, accuracy and re-market when required Adhere to underwriting guidelines set up by markets in the high net worth space Manage a book of High Net Worth risks Discuss and answer insurance-related questions pertaining to the Insureds Personal Lines risks Education Minimum of 5 years relevant insurance and/or industry related experience University Degree or College Diploma, CAIB and/or CIP designation an asset Knowledge and experience with Chubb Underwriting guidelines RIBO License in good standing required Excellent and effective verbal/written communication skills Ability to work well under pressure with minimum supervision in a team environment Strong emphasis on a positive team dynamic Excellent time management and organization skills High attention to detail and accuracy Ability to multi-task with a variety of tasks, projects, and deadlines  This role is perfect for a broker that has CHUBB experience!  The core of this Producers book is made up of dedicated clients.  The Account Manager will be the first point of contact for most of the clients and will assist the Producer with harder to place and remarkets if required.  This role will require someone that enjoys client contact and getting to know their clients on a personable level vs relying on automation.