Personal Lines Account Manager

  • Insurance Talent Group
  • Mississauga, ON, Canada
  • Aug 10, 2020
Urgently Hiring Broker-Personal

Job Description

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. 
  • 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 
  • Continuing Education Reimbursement and Support
  • Vacation and Floater 
  • RRSP Program