Insurance Talent Group

  Opportunity Helping businesses keep a promise to their employees is a great feeling, and that is what our client delivers every day. They are looking for great team members who want to feel fantastic about the benefit plan services they provide and the good they do. Role Summary As an Account Manager, you will be front and centre servicing a block of Benefits clients. You proactively provide customer service, onboarding of new clients, proactive customer service, adhering to service commitments, on-site employee meetings, working closely with Group Benefits Account Management, and advisor channel support. Responsibilities Proactive client Account Management Preparation and delivery of yearly reviews with clients Creatively address customer issues and suggest solutions and options Coordinate and collaborate with advisors in the delivery channel Prospecting for net new retirement products business Provide professional, high standard customer...

Life Insurance - Inside Sales Our client is an exciting insurtech start-up that is transforming the way Canadians buy insurance. They have built a brand new digital insurance platform that offers a simple, intuitive alternative to the archaic, offline distribution model used by most of Canada's Life insurance industry. With a compelling vision, proven management team, and significant seed funding, they bring innovation and disruption to the rapidly evolving insurtech space.   Who they are looking for:  Are you building a career in the insurance industry? Do you consider yourself a natural when it comes to client management and customer service? Do you want to have a big impact on a well-funded start-up? They are searching for an enthusiastic and knowledgeable Life & Living Benefits Advisor to manage prospective buyers and clients that come to our digital platform. The selected candidate is expected to deliver informed and accurate advice on a wide...

Our client is looking to add an Underwriter to their growing department.  The ideal candidate will be responsible for assessing, evaluating and making decisions about risks for existing and new customers. As the Underwriter, you will be responsible for the underwriting and delivery of the companies risk management, grant and regulatory programs.  The Role:   Assess application eligibility for enrolment in programs Underwrite mid-term contract changes and renewals for customers Make decisions regarding risks and exceptions within your authority limits Review and process financial transactions relevant to underwriting Engage other specialists or the team leader as necessary to evaluate risks and make appropriate decisions Contribute to the achievement of departmental service-level metrics Respond to underwriting phone calls and serve customers by providing program information and handling escalations Deal directly with customers, agencies...

Position Summary & Objective: The Commercial Lines Account Manager - Mid Market will be responsible for the renewal cycle of an account. Principally to advise the client on matters of coverage and pricing, to place the client’s risks with the most suitable market on a timely basis, and to ensure the accuracy and integrity of documents and data according to the workflows of the brokerage. Essential Functions: Support team in preparing/conducting new and renewal presentations Help Producer meet retention goals Form Strong Market relationships Account Rounding  Prepare all necessary new sales paperwork  Ensure that clients’ queries and requests are responded to in a professional and timely manner (internal & external) Develop strong, effective relationships with clients (internal & external) Ensure that the brokerage’s service standards are upheld Work in a team environment alongside Producers and Account...

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: 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.  Presents policy requests to insurance company underwriters in a professional manner, outlining all the information on a particular...

  Our Client is an established property and casualty insurance brokerage looking to add to their growing Commercial team.  They are looking to add a Commercial Technical Service Representative (TSR) to assist the Account Manager in servicing a mid-market book. Compensation: Competitive Salary Company Benefits Paid Vacation + floater days Education Reimbursement   Duties include: Assist account managers in processing new business and policy changes Prepare insurance binders Issue certificates of insurance Provide proof of insurance documents Maintain and issue liability slips Assist with special projects as they arise   Requirements: RIBO license in good standing Experience with broker systems Proficiency with Microsoft Word and Excel an asset Attention to detail and accuracy Understanding of common insurance terminology Minimum 2 years insurance industry experience...

Position Title:  OFFICE MANAGER Location: GTA Employment status: Full-time   Job Description Smooth processes and operations is the key to our clients' success. They are in need of an Operations Manager with excellent organizational skills and a personable disposition to keep an office thriving. The ideal candidate has a natural ability to roll with the punches, a problem solver with the flexibility to handle anything that might come their way.  You will be a strong and reliable team member providing support to company operations, maintaining, and creating procedures, communication, and safety.  Not only will your performance allow us to achieve organizational efficiency, but you will also nurture the pleasant work environment our people love. Objectives of this Role Oversee the member experience and ensure a personal, friendly experience for anyone dealing with the office, and maintain complete accessibility in both availability and warmth of character...

Our client is located downtown Ottawa and is looking to hire a current Commercial TSR or Commercial Junior CSR. They will provide training in mid to large commercial accounts. Excellent for someone career minded and looking to grow their career. Their office is modern, fun & dynamic! What you will learn in this role: Market renewals using standard submission forms & create specialized submissions. How to provide the complete customer service experience for clients in the assigned book of business including handling general inquiries, managing policy changes, reviewing policy documents, reporting and following up on claims and processing certificates of insurance per standards and guidelines. Learn to oversee the preparation of insurance summaries, premium comparisons and other supporting documentation for clients How to effectively ensure all abeyances are properly managed to ensure clients receive policy documents and other information on a timely basis...

Commercial Account Manager/Marketer   Position Overview   Review renewal documents  Market commercial business for the office  Report and monitor client claims  Respond to telephone inquiries, take and order policy changes  Preparation of Renewal binders and certificates  Ensure high level of service is maintained  Remarket when necessary  Cross-sell and up-sell   Position Requirements   2 -5 years’ Commercial insurance experience  Valid RIBO license is mandatory  Strong oral and written communication skills  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...

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  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...

Description Our client is a Canadian firm that provides third-party group benefits administration, payments, and consulting services. We provide solutions that streamline the administration of an organization’s pension and health benefits programs to deliver the highest value to our clients.  A significant part of that undertaking is the administration of Health and Dental Claims. We are looking for a strong technologically adept Health and Dental Claims Manager to join our close-knit and growing team.  We hope our search ends now, with you. This role is will be located at their Etobicoke, ON office, and report to the Director, Health & Dental Benefits Support.  The successful candidate will be responsible for the following: Partner with business leaders, IT, and digital claim submission partners to increase the percentage of digitally received claims. Partner with the Director to develop an organizational structure and processes with...

Support the  Commercial Programs team including rating, claims updates, mapping/new business submission forms and liaising with insurance company underwriters Claims reporting/processing Processing certificates of insurance Follow up with clients on renewals Binding coverages on carrier portals Other Programs support duties as assigned      Position Requirements 2 years of administrative experience (insurance experience preferred) Exceptional client service skills Great attention to detail and high level of accuracy Strong analytical, organization and time management skills Excellent interpersonal, verbal and written communication skills Strong team player – Ability to adapt to and work cooperatively with various individuals Ability to multi-task in a fast-paced environment Proficient in Microsoft Office products and experience with Applied Epic is an asset Great Work-Life Balance,  Work...

Our client is one of the world’s largest insurance brokers with 10,000 employees across North America. In Oakville, There have aggressive growth targets and looking to add experienced Sales Representatives to sell Personal Home and Auto Insurance Products. We are looking for the best of the best to represent an established market leader. You will have a dedicated training team to ensure you are ramped up in your role quickly teaching the broker management system, carriers, workflows to ensure you are a credible subject matter expert in your role. For you: Flexible compensation structure. 3 weeks’ paid vacation Personal Days Group RRSP Company Matching Group Benefits Employee discounted Personal Home and Auto We also offer flexibility to work from home for qualified candidates Education Reimbursement and Mentorship Programs Do you like trips?  Top sales performance for new business has the opportunity to be...

Our client in North Vancouver is looking for full-time and part-time Autoplan Agents. Must have a minimum of 3 months experience with all ICBC transactions.   Great role for someone that requires flexibility within their working hours while offering a competitive wage and full benefits package!  Skills Required: Provide exceptional customer service. Experience with all types of Autoplan transactions. Excellent verbal communication skills. Positive attitude. Participate in upselling and cross-selling initiatives. Knowledge of batching both ICBC and Autobroker an asset but not required. Efficient with a team spirit attitude. Travel and private Auto experience an asset

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...

Our client in Kelowna is looking for full-time and part-time Autoplan Agents. Must have a minimum of 3 months experience with all ICBC transactions.   Great role for someone that requires flexibility within their working hours while offering a competitive wage and full benefits package!  Skills Required: Provide exceptional customer service. Experience with all types of Autoplan transactions. Excellent verbal communication skills. Positive attitude. Participate in upselling and cross-selling initiatives. Knowledge of batching both ICBC and Autobroker an asset but not required. Efficient with a team spirit attitude. Travel and private Auto experience an asset

Our client   is looking for an experienced part-time Autoplan Agent. Great opportunity for someone that requires flexibility with their work schedule.   Competitive wage and benefit package included. We are a very busy office and require the following skills: Level 1 license with at least 1 year of experience Solid knowledge of ICBC Must be comfortable dealing with a high volume of customers Solid team player who can also work independently Confident and personable Computer skills A positive, upbeat attitude Attention to Detail Excellent Communication Skills Must be comfortable dealing with a high volume of customers Compensation: Very competitive hourly rate Benefits Plan  Bonus Plan 

Ability to quote New Business, process renewals, endorsements and respond to Insureds / Underwriters via phone or email Create submissions and propels Negotiate terms/pricing/policy conditions with Underwriters and analyze proposals with the ability to make recommendations in terms of the best options for price, coverage and risk alternatives and brokerage income Maintain accurate documentation Process binders, invoices, Certificates of Insurance and other relative documents Review policy wordings Train and mentor junior staff where needed Other miscellaneous duties and special projects as assigned   Qualifications : R.I.B.O. licensed in good standing 3 -5 + years Commercial Lines experience in a Brokerage Strong customer service skills Ability to meet deadlines Advanced skills in Microsoft Office & Excel Ability to work independently with limited supervision Ability to work well with members of the team & other...

  Our client is looking to add a Commercial Marketer to their growing team.  The right candidate will be responsible for marketing new and existing Commercial accounts along with tracking and reporting accounts. You may be the right fit if you see the following traits within yourself: Outgoing personality A self-starter Strong written and communication skills Exceptional organizational skills   Qualifications: 5+ years of Insurance experience RIBO license CIP or CAIB in progress   Tasks: Review Commercial submissions received from Producers Assess suitable placement for coverage & premium Ensure marketing commercial checklist is completed by Producers Ensure completed submissions sent to markets Maintain quote files with complete documentation Help prepare proposals to prospects Determine the best market from responses received Negotiate with markets Present presentations...

  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...