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15 Nov 2016

Full-Time Broker Personal Lines – Inside Sales

Insurance Career Network – Posted by Jan Mahood Oakville, Ontario, Canada

Job Description

Requirements:

 3-5 years of Personal Lines customer service and sales experience.
 Confident professional who is able to sell and develop new business based on internal cross-selling opportunities & inside sales referrals.
 Independent self-starter who is able to make effective prospect calls and develop new relationships based on leveraging existing networks, connections     and centers of influence in the local community (i.e. outside sales).
 Good listening skills and able to determine client’s needs.
 High performance team player, with a positive & outgoing attitude.
 Excellent verbal & written communication skills.
 Strong attention to detail & accuracy.
 Excellent organization skills with the ability to manage multiple tasks, and follow-up on uncompleted tasks in a timely manner.
 Current RIBO license.
 Working knowledge of Applied Systems, The Agency Manager (TAM) system.
 Working knowledge of MS Office – Word and Outlook.
 Knowledge of insurer portals is a definite asset.

Key Responsibilities:

 Proactively strive to develop new accounts with incoming & outgoing calls and clients visits.
 Respond to any internal cross-selling and sales referral opportunities promptly and efficiently.
 Conduct front line underwriting for any new client files, and all existing accounts.
 Super-qualify new prospective clients. Provide premium estimates and best “solution” for all clients & prospects.
 Complete application process for new clients.
 Manage a small book of business including client renewals and daily incoming service requests. Uphold service standards to all clients.
 Complete remarketing of existing accounts, where necessary.
 Document all account changes on client file in TAM.
 Complete renewal applications and order reports.
 Send all required documentation to clients.
 Promote account-rounding with all clients.
 Promote cross-selling & up-selling opportunities.
 Complete customer-satisfaction calls.

How to Apply

Insurance Career Network is a recruitment agency focused exclusively on the insurance industry.  Our relationships, knowledge and experience enable us to connect leading insurers, brokerage, and independent adjusting firms with the most talented candidates for each role.

For consideration send your resume to jan@insurancecareernet.com or contact Jan at 416 703 5120 ext. 202

Job Categories: Producer. Job Types: Full-Time. Job Tags: personal lines, producer, and sales.

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