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14 Mar 2017

Full-Time Group Auto & Home Customer Service Representative

My Insurance Recruiter Inc. – Posted by My Insurance Recruiter Inc. Vaughan, Ontario, Canada

Job Description

Job Summary
This position is responsible for the day-to-day sales and servicing of group customer calls with leads generated by the brokerage. They will lead the sales programs related to the Group Auto and Home program and also act as a professional intermediary responsible for working directly with existing clients, prospects and underwriters. They will become part of a team whose core objective is to service clients’ needs and exceed their expectations. The successful candidate must be highly motivated, have a positive can-do attitude and have the ability to work in a fast-paced environment.
They offer a competitive compensation package including benefits, with future advancement opportunities within the company. Choose a career with our Client and take the first step toward creating a future that combines a diverse and challenging work environment with financial security and satisfaction. By joining this team, you will become part of rapidly growing company that offers extensive training and significant opportunity for growth in knowledge.

Essential Job Functions

Business Development and Remarketing
Solicit new business sales via inbound and outbound calls
Prepare and complete applications, endorsements, binders and invoicing using TAM and carrier portals
Gather underwriting information, such as ordering MVR’s, Autoplus, Hits and Ezitv
Perform account transactions (Compu-Quote)
Recommend additional coverages and pursue cross selling / up selling opportunities
Meet with clients offsite to deliver group program presentations (some travelling required)
Send marketing material, emails, and other forms of correspondences to customers, through Facebook, Twitter, LinkedIn and other social media mediums
Analyze daily premium comparison reports provided by management

Renewals
Perform annual renewal reviews and risk exposure analysis of policies
Provide competitive quotes to clients
Process insurance policy changes, renewals and cancellations
Communicate and confirm coverages to clients
Maintain control of renewal expiration lists, binders, audits, and aged receivables

Customer Service
Formulate and foster strong working relationships with the client and insurance company underwriters
Respond to client inquiries, company requests and insurance company representatives via telephone, incoming
e-mail and mail
Provide customers detailed explanations on products and services
Advise clients regarding insurance coverage(s) and risk management issues
Prepare proof of insurance (binders and endorsements) for financing and lease companies
Perform other related duties and special projects, as required

Agency Management / File System
Update and maintain electronic client files in TAM and ensure all required documentation and activities are recorded

Qualifications

Required:
RIBO Licence
Two (2) to five (5) years’ of personal lines insurance experience
Thorough understanding of personal lines underwriting and coverages
Familiarity with The Agency Manager (TAM) and/or Compuquote
An Asset:
Have completed or working towards CIP and/or CAIB designation
Group Auto and Home insurance background

Skill Sets Required

Technically proficient in Microsoft Office programs: Outlook, Word, Excel and PowerPoint
Accurate data entry skills
Effective listening skills as well as verbal and written communication skills
Excellent organizational and time management abilities
Self-motivation with ability to problem-solve and provide solutions to customers with limited supervision
Flexibility to work in a fast-paced and dynamic environment with changing priorities
Ability to work independently and as a team member

Personal Attributes

Maintain strict confidentiality
Demonstrate a strong work ethic
Be honest and trustworthy
Be respectful of clients, co-workers and Management
Highly motivated, have a positive can-do attitude

How to Apply

To apply, please contact by email: Rachel Hoevenaars, B.Com, CIP, CRM VP Underwriting & Risk Management My Insurance Recruiter (416) 844-3261 rachel@myinsurancerecruiter.ca JOB Ref #JOS000000220

Job Categories: Account Manager. Job Types: Full-Time. Salaries: 40,000 - 60,000.

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