Full-Time Personal Lines – CSR – Kitchener
Job Description
Personal Lines – CSR – Kitchener
Description:
Under general supervision, the Client Representative is responsible for the sale, servicing, marketing and retention of assigned accounts. The incumbent also acts as an Account Manager when interacting with other departments in the office. Please note that shifts vary between the hours of 8:30am and 7:00pm and the successful candidate would be hired on a 10-6 shift with one 11-7 per week.
Responsibilities:
Ability to respond to a high volume of calls on a daily basis
Responds to client requests and inquiries in a prompt and professional manner.
Analyses, counsels and recommends coverage to clients with the highest level of integrity.
Prepares applications, marketing, negotiating coverage and pricing with carriers.
Performs final quotation review and coverage selection. Reviews insurance coverage forms for adequacy and accuracy.
Enters all client information into the broker management system.
Conducts a review of renewal documents for correct coverage and issuance in a timely manner.
Provides cross sell and upsell recommendations to existing clientele.
Collects expiry dates on other lines of business from existing clientele.
Presents policy requests to insurance company underwriters in a professional manner, outlining all the information on a particular client.
Responds to insurance company underwriters in a timely manner.
Takes claim reports from clients and reports to insurance company in a timely manner.
Assists with client claim problems and inquiries as necessary.
Collects premiums on all accounts other than direct-bill.
Suspends and terminates coverage for non-paying clients.
Maintains all files in accordance with established standards and assures timely renewal of all assigned accounts.
Performs other related duties as required.
Qualifications:
Post secondary education or equivalent work experience, with a minimum of two to five years industry related work experience; or, an equivalent combination of skills and experience.
RIBO licensed
Minimum of 2 years experience as a personal lines insurance broker preferred
Ability to obtain a broker license across Canada.
Experience using Agency Manager (TAM) is an asset.
Strong proficiency in email and word processing.
Strong verbal and written communication skills.
Results oriented with a strong customer service focus.
How to Apply
Insurance Career Network is a recruitment firm focused exclusively on the insurance industry. Our relationships, knowledge and experience enable us to connect leading insurers, brokerage firm 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. 202748 total views, 1 today
