Full-Time Personal Lines CSR – Toronto
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 you656 total views, 1 today
