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9 May
2017
Full-Time Group Home & Auto Customer Service Rep
Job Description
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
Give me a call.
Josee Racine, Executive Recruiter
T: 226-606-3005
josee@jobbornsolutions.com
www.jobbornsolutions.com
Recruiters for the Insurance Industry
BIG ENOUGH TO SERVE YOU …small enough to know you
Always on the “Hunt” for you.
How to Apply
Please Contact: Josee Racine at 226-606-3005 or josee@jobbornsolutions.com690 total views, 1 today
