Full-Time Personal Lines Client Service Broker
Job Description
Client Service Broker – Personal Lines
London, Ontario
The purpose of this role is to provide quality, responsive day-to-day client service. The Client Service Broker must be well organized and possess the ability to prioritize workflow in a timely manner. As well as must utilize certain skill sets to ensure the best possible service standards are delivered to each client.
Client Service
– Answer telephone calls and handle client inquiries, including all routine calls and act as back-up when other Advisors are unavailable.
– Review Renewals for Accuracy and Remarketing
– Maintain Download Lists and Renewal Lists in Microsoft Excel
– Review Renewal Lists and Short Lists to ensure that all renewals are bound and/or renewed prior to expiry.
– Review Lapse Notices and send confirmation of lapse to the client
– Bind coverage within specified binding authority
– Prepare binders of insurance as required and forward copies of binders to appropriate parties
– Invoice and/or review download of transactions for all policies and endorsements
– Follow-Up/Abeyance for all outstanding documentation required to complete the client file
– Provide quotes for coverage to clients when outside of the new business guidelines
– Provide quote for new business or forward to Account Executives for quoting in a timely manner
– Discuss any potential problems or concerns the client may have with the Account Executive in the first year of business including notification of NSF installments and non-payment
– Handle account queries from client and/or the Insurer’s accounting department
– Calculate and discuss premium adjustments with the client
– Achieve book of business retention goals
– Cross Selling & Up Selling
Education
– RIBO License required
– University Degree or College Diploma, CAIB and/or CIP designation an asset
– 3-5 years Personal Insurance Experience
– Comprehensive and effective verbal/written communication skills
– Ability to work well under pressure with minimum supervision in a team environment
– Strong Emphasis on a Positive Team Dynamic
– Excellent time management and organization skills
– High attention to detail and accuracy
– Ability to multi-task between a variety of tasks, projects, and deadlines
How to Apply
JOB# JOS000000726 Contact me for more details: Liz Gilthorpe, CRM, CIP, BA Vice President Talent Acquisition at JOB-BORN Executive Search Inc.. Always on the "hunt" for you 289 649-0946 liz@jobbornsolutions.com www.jobbornsolutions.com BIG ENOUGH TO SERVE YOU …small enough to know you JOIN ME ON LINKEDIN1005 total views, 1 today
