Full-Time Personal LInes Service (VIP & Retail) – Toronto, ON
Job Description
Personal Lines Service (VIP and Retail) – Toronto, ON
This is a $2M book of business consisting of VIP and retail accounts. Very busy desk
Primary Function
The Customer Service Rep is responsible for providing prompt, courteous and knowledgeable service to clients. Responsible for all functions relating to the support and service to an assigned book of business. Up sell to existing clients and new business.
Key Responsibilities
1. Review and process all renewals and endorsements.
2. Provide quotes (new or remarket) for automobile, property, watercraft, excess liability and other personal lines.
3. Cross sell / up-sell when possible.
4. Build customer loyalty, ensuring communication is open and efficient.
5. Inputs all information including conversation notes in Agency Manager system accurately and efficiently and in the file.
6. Inputs all information in insurance company portals.
7. Ensures all accounts are billed and collected appropriately and in keeping with office policy.
8. Ensures all abeyance items are completed in a timely fashion.
9. Claim reporting and follow through to resolution.
10. Investigate and troubleshoot customer service issues and escalate when necessary.
11. Keep up to date on product and industry knowledge and attend product and sales training as required.
12. Perform other duties and responsibilities, as assigned.
Education
RIBO license is a must
High School Diploma
Experience and Skills
Strong customer service orientation
Strong organizations skills with ability to prioritize tasks and manage time effectively
Ability to effectively communicate, both verbally and written
Positive and confident attitude
Able to build and maintain lasting relationships with clients Able to work individually and as part of a team Professional appearance and telephone manners
Proficient with Microsoft Office (Outlook, Word, Excel); Agency Manager (TAM) and other company portals
Minimum 3 years’ experience in managing a book of business
JOB POSTING # JOS000000898
Karyn Sharpe, Executive Recruiter
Always on the “hunt” for you
JOB-BORN Executive Search Inc.
Recruiters for the Insurance Industry
519-221-4815
karyn@jobbornsolutions.com
www.jobbornsolutions.com
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