25 jobs found

For nearly 45 years, our client has been the voice of B.C.’s construction industry and 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 a   Business Development   Manager , based in our Burnaby, BC Head Office, you will be front and centre selling new employee group health benefits and group retirement solutions to new prospects across the Lower Mainland, as well as to our existing membership. You will proactively prospect and engage owners and benefit decision-makers at organizations growing our province and driving the BC economy. Candidate Summary You are a BC life licensed, group benefits professional looking for your next great sales career opportunity. You are perpetually in motion, self-motivated and accountable for your sales cycle and your results; proactively driving new sales opportunities forward with the backing of great benefit plan tools and solutions is your hallmark.  Comfortable learning and leveraging an established technology backbone designed to maintain prospect responsiveness, you never let an opportunity slip. A lifetime learner mindset allows you to be on the forefront of issues impacting BC companies in the group benefits world and allows you to embrace ways to suggest new and innovative solutions to deliver amazing results and to grow our client base.   Responsibilities Driving new Group Benefits and Group Retirement sales in the Lower Mainland and Fraser Valley Selling our custom Group Benefits plans Proactively prospecting new client opportunities Secure appointments and meetings with prospective owners and decision-makers Creatively address customer issues and suggest solutions and options Quote new Group Benefit and Retirement opportunities  Work closely with Underwriting on proposals and amendments Consistently achieve new sales targets and KPI’sCommunicate, Coordinate and Collaborate with members to position our Benefit services for their businesses Maintain clear and accurate reporting and forecasting within MS Dynamics CRM   Requirements BC Life licensed with Group Benefits knowledge with 3+ years of experience preferred Must have means to travel in Vancouver BC and Fraser Valley region Exceptional at building new relationships and able to connect easily in person or over the phone Ability to prioritize and multi-task in a fast-paced environment Organized and resourceful, with strong attention to detail Entrepreneurial spirit and a competitive desire to achieve goals and control income potential Eager to contribute, learn and grow with an experienced and high-profile organization Experience with a TPA an asset Retirement solutions knowledge an asset   Rewards We offer a competitive base salary, generous and uncapped variable sales commission, a full benefits package, RRSP matching, transportation allowance, and we encourage professional development and pursuing learning and development opportunities as part of a growing organization.

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  

  Opportunity Helping businesses keep a promise to their employees is a great feeling, and that is what we deliver every day.  Our Client is one of the pre-eminent associations in Canada, and we are looking for great team members who want to feel fantastic about the benefit plan services they provide and the good they do. For nearly 45 years, Our client  has been the voice of B.C.’s construction industry. Today, they represent more than 2,300 members and clients and are one of the leading third-party providers of group health and retirement benefits in B.C. They also undertake public policy research and advocacy initiatives.   Role Summary As an Underwriting Analyst based in our Burnaby, BC Head Office, you will be front and centre working with an underwriting and consulting team servicing new group benefits quotes, working on renewals with carriers and supporting the in-house team as well as a broker agent network.   Responsibilities  • Underwrite group benefits requests from internal sales and external broker agent network • Screen group requests to request missing information, clarify specifications and assess the risk   involved in order to select quality business • Set final rates through experience rating and considering all other characteristics of the risk • Renewal rate analysis and carrier negotiation, as well as renewal documentation preparation • Negotiate final rates with Group Marketing Managers and Advisors • Take action on requests for special rate reviews, and effectively communicate final decisions • Report to Senior Vice President, Business Development   Requirements • Experienced with group plans acquired through a minimum of 3 years of industry background • Deductive reasoning, problem-solving ability, and flexibility of decision making • Great interpersonal skills with a coaching mindset • The enthusiasm with an interest in working in a changing environment • Good verbal and written communication skills as well as negotiation skills • Good organizational and time management abilities, and strong mathematical ability • Proficient with Microsoft office suite, especially Excel • Eager to contribute, learn and grow with an experienced and high-profile organization • We offer a competitive salary and full benefits package

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+ 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 coworkers Excellent verbal and written communication skills

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

A current team member at this brokerage was asked "Why do you like working here?  How can we best deliver a message to potential candidates about the brokerage?   "When working here, I find that 100% effort will always yield a 200% return. Mutual Trust – it sums up this brokerage's approach. Not only do you feel valued as an employee, but are treated with respect, dignity, and fairness – values that I can identify with daily." License Required: RIBO in good standing Years Experience: 3 + years Commercial Account Manager experience preferred   About the Company: They have a well rounded Commercial book of business which includes programs, small business, mid-market and larger commercial accounts. The brokerage treats their staff as family and the environment is warm and welcoming.      What’s in it for you: Competitive Salary + Commission Paid vacation and floater days Company benefits Insurance-related education funding An environment that feels like home Training available if needed Availability of excellent mentorship from senior staff & management    About the Job: Manage a book of Commercial Insurance business Processing all policy changes, reviewing all new policies and endorsements to confirm accuracy and forwarding to clients. Working closely with the producer and Insurance underwriters Complete renewal re-markets Claims reporting on behalf of the insured Educate insureds in relation to coverages and products Responsible for accuracy of policy documents and timely delivery of renewals Provide customer service which includes endorsements, cancellations, billing, insurance contracts, certificates, binders, statement of values, quoting, cross-selling, up-selling and general inquiries including phone calls and emails Provide recommendations to the customer if necessary, to improve the overall product value Review customer’s current coverage and assess whether coverage is sufficient  

Job Description:  Ordering and reviewing underwriting requirements, including Exams, Paramedicals, Supplemental Forms, and other medical requirements as per Underwriting guidelines.  Maintaining and managing a high volume of follow-ups on a daily basis  Responsible for releasing (settling policies)  Managing all pending issues in order to meet or exceed production targets  Conduct follow-ups via phone, emails and / or faxes on all outstanding requirements (Amendments, policy receipts, ensure the policy is placed within specified timeframe)  Review and verify all applications and phone verifications for completeness and accuracy  Other duties as required Knowledge / Experience / Skills:  Strong knowledge of life insurance products  Experience as a case manager or similar role is a must  Results orientated and the ability to learn quickly  Attention to detail and accuracy  Ability and willingness to support the team  Ability to prioritize and accomplish multiple tasks simultaneously in a fast-paced environment  Strong team-building skills  LOMA designation an asset  Bilingual (French & English)

Job Description:  Ordering and reviewing underwriting requirements, including Exams, Paramedics, Supplemental Forms, and other medical requirements as per Underwriting guidelines.  Maintaining and managing a high volume of follow-ups on a daily basis  Responsible for releasing (settling policies)  Managing all pending issues in order to meet or exceed production targets  Conduct follow-ups via phone, emails and / or faxes on all outstanding requirements (Amendments, policy receipts, ensure the policy is placed within specified timeframe)  Review and verify all applications and phone verifications for completeness and accuracy  Other duties as required Knowledge / Experience / Skills:  Strong knowledge of life insurance products  Experience as a case manager or similar role is a must  Results orientated and the ability to learn quickly  Attention to detail and accuracy  Ability and willingness to support the team  Ability to prioritize and accomplish multiple tasks simultaneously in a fast-paced environment  Strong team-building skills  LOMA designation an asset  Bilingual (French &English)

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 has a long-standing history as a well-respected brokerage in the community. They have earned a respectable industry reputation. Our client takes pride in looking after their employees and as a result they have low employee turnover.  They are looking to add a Commercial Customer Service Broker to their team.  The Role: - Receive and service phone calls for both commercial property and commercial auto - Process renewals, endorsements - Answer questions and resolve problems for clients - Maintain customer files both paper and electronic - Provide quotes to new as well as existing clients - Negotiate premiums terms and conditions with carriers and underwriters - Ensure binders and renewal letters are issued - Process certificates of insurance - Coordinate renewal process with producer  Experience: - Active RIBO license and in good standing - 2+ years commercial lines customer service - Additional designations CAIB, CIP would be helpful - Proficient with Agency Manager system (TAM) - Self-motivated with excellent written and oral communication skills - Strong attention to detail and can problem solve  At Insurance Talent Group, we are passionate about your success. At ITG we pride ourselves on clear and open communication.  You will find us honest, approachable, professional, and above all else, ethical! We keep it all confidential! Privacy is guaranteed. Trust ITG as your recruiting partner.   

  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