This job listing has expired and may no longer be relevant!
12 Oct 2016

Full-Time Personal Lines Insurance Broker

Whitley Insurance & Financial Services – Posted by Jones DesLauriers IMI –  Belleville, Ontario, Canada

Job Description

Whitley Insurance & Financial Services is looking for a Personal Lines Account Manager . The successful hire will be responsible for the full end to end customer experience cycle; servicing the client with their insurance needs from the moment they call and inquire to binding coverage accurately and professionally.

RESPONSIBILITIES:

  • Respond promptly to telephone, email and fax enquiries, ensuring a high level of service is maintained
  • Renewal review, recommendations, comparison quotes and remarket when needed
  • Total account sales awareness, cross sell and up sell as much as possible
  • Action all renewals, endorsements and claims
  • Process change requests on Agency Manager/company portals, when needed
  • Review and invoice all endorsements (and renewals, if necessary)
  • Issue in-house endorsements and new business on company portals, when needed
  • Release renewals after making appropriate changes , when needed
  • Scan and attach documents to Agency Manager
  • Quote cross sells and up sell as much as possible
  • Issue pink slips when needed in addition to completing miscellaneous duties as assigned
  • Prepare new business documents to be sent for signatures, etc.
  • Report order: MVR, Autoplus, HITS
  • Support other members of the team when needed

REQUIREMENTS:

  • Personal lines insurance experience required
  • R.I.B.O. license is required and preferably working towards A.I.I.C. or C.A.I.B. designation
  • Knowledge of compuquote and company portals an asset.
  • Client development / relationship management experience
  • Superb interpersonal skills, presentation skills and attention to detail
  • Ability to be a self starter with strong written and oral communication skills in addition to strong organizational skills
  • Proficiency in Outlook, Word and Agency Manager

We are committed to providing accommodations for persons with disabilities. If you require accommodation, we will work with you to meet your needs.

How to Apply

Please email your resume to: careers@whitleyfinancial.com

Job Categories: Manager Personal Lines. Job Types: Full-Time. Job Tags: Personal Lines Insurance and ribo.

598 total views, 1 today

Apply for this Job