21 Apr 2017

Full-Time Personal Lines CSR – Toronto

Job-Born Executive Search Inc. – Posted by JOB-BORN Executive Search Inc. Toronto, Ontario, Canada

Job Description

We have an independent insurance and financial services brokerage that develops long-term customer relationships seeking a Personal Lines CSR. They are committed to providing innovative, quality products and services through their team of experienced professionals.

¨ Personal insurance sales including prospecting and lead generation
¨ Service of an existing book of business
¨ Work to develop and improve the sales process

SKILLS AND ATTRIBUTES

¨ Outgoing personality
¨ Self motivator/starter & must be able to work independently ¨ Excellent written and verbal communication skills;
¨ Strong organizational skills
¨ Ability to work under pressure, organize and prioritize responsibilities and client/Account Manager requests
¨ Ability and desire to work in a challenging, fast-paced, team environment
¨ Accuracy and attention to detail
¨ Time Management
¨ Passion for client service and a career interest in account management
¨ Proficiency in Outlook, Word, Excel, CompuQuote and The Agency Manager (TAM) SPECIFIC TASKS

NEW BUSINESS

¨ Prospecting new personal insurance clients
¨ Providing detailed quotes and summaries of coverage to new prospects
¨ Obtain necessary documents when binding new accounts
¨ Review quotes to ensure accuracy

SERVICE EXISTING CLIENT BASE

¨ Request and process required policy changes
¨ Reporting of new claims and following up on existing open claims
¨ Up-Sell and Cross Sell RENEWALS AND REMARKETS
¨ Review renewal policies
¨ Remarketing of client coverage’s
¨ Monitor & maintain monthly expiration report
¨ Create Liability Slips when required

ENDORSEMENTS

¨ Take by phone or email
¨ Issue endorsement in company portal
¨ Update policy documents
¨ Update TAM
¨ Abeyance for company document
¨ Review for accuracy and send to client with appropriate documentation MISCELLANEOUS DUTIES
¨ All other duties as assigned

SERVICE EXISTING BOOK OF BUSINESS

¨ The Account Executive will be responsible for the servicing of a book of business

NEW BUSINESS SALES TARGETS AND COMMISSION GENERATE NEW BUSINESS FROM PROSPECTING SALES TARGETS

¨ The monthly sales target is $1,500 in gross commission (approximately $10,000 in premium).
¨ The Account Executive will earn 25% of the gross commission written each month

How to Apply

  JOB ID# JOS000000791 alana@jobbornsolutions.com Always on the "Hunt" for you Alana Waddell, Executive Recruiter FOLLOW ME ON LINKEDIN Recruiters for the Insurance Industry 226 747 5820 alana@jobbornsolutions.com www.jobbornsolutions.com BIG ENOUGH TO SERVE YOU …small enough to know you

Job Categories: Broker. Job Types: Full-Time.

Job expires in 27 days.

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