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3 May 2017

Full-Time Office Manager – Insurance Brokerage

My Insurance Recruiter Inc. – Posted by reb@myinsurancerecruiter Burlington, Ontario, Canada

Job Description

Our client is a small, boutique based brokerage located in Burlington, ON.  In business for over 30 years, They pride themselves on providing excellent customer service to their clientele.  They believe in personalized, quality, professional service, and offering their clients the best insurance package for their needs.

Office Manager to service new and existing clients, and to supervise office staff.

Qualifications

  • Must be R.I.B.O licensed with experience in a brokerage setting
  • Thorough understanding of underwriting guidelines
  • Comfortable with changing technologies in the industry; adaptable to new software, portals, digital platforms, etc.
  • Comprehensive understanding of personal lines (commercial lines an asset)
  • Strong client service and time-management skills, with high attention to detail
  • Willingness to communicate with clientele over the phone
  • Ability to work with minimal supervision
  • Excellent verbal, written and numeracy skills
  • Systems Proficiency with Power Broker, Compu-Quote and Microsoft Office software

This is a full-service position meant for a well-rounded broker who has experience in all facets of a brokerage including:  underwriting, quotations, preparing applications/remarketing accounts, insurance company-specific renewal reviews, communicating with clientele, coordinating detailed portal memos, assisting with claims, etc.  This may not be a good fit for those coming from a very task-specific working environment.

Management Duties 

  • Supervise and monitor 3 – 5 employees
  • Conduct staff meetings & performance reviews
  • Develop training plans
  • Recommend procedural changes to increase productivity and efficiencies
  • Technology optimization and dissemination to staff

Client Service Duties 

  • Assisting new and existing clients with policy, billing, and informational needs
  • Renewal reviews, with recommendations to clients
  • Providing in-house quotations to potential clients and referral business
  • Preparation of new business and/or remarketing of accounts
  • Reporting and monitoring client claims
  • Communicating with underwriters and insurance company representatives

Assets 

  • Strong preference will be given to CAIB and RIBO Unrestricted licensed candidates (or willingness to obtain within 3 months of employment)
  • Preference will be given to local candidates

Our client offers a comfortable and pleasant working environment with career growth opportunities.  Centrally located, they are an equal opportunity employer and value a work/life balance.

Compensation Package:  Salary position commensurate with experience, health benefits, professional development opportunities, and free parking.  4 or 5 day work week an option.

How to Apply

Email, Text or Call Me @ 905-836-3714 rebecca@myinsurancerecruiter.ca JOB# -JOS000000257

Job Categories: Management. Job Types: Full-Time. Salaries: 60,000 - 80,000.

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