Full-Time Relationship Manager – Personal Lines CSR
Job Description
Relationship Manager (CSR) – Personal Lines
TORONTO, Ontario
Goal of Role:
Personal insurance targets are achieved through the successful engagement and retention of existing clients. Creating trusted Client experiences that are built on keeping them informed about changes within the insurance industry
Key Accountabilities
1. Retention of existing Personal Insurance Clients
2. Cross selling of products to existing Personal Insurance Clients.
3. Solicitation of Referrals from existing Insurance Clients
4. Foster a culture within the personal insurance team and with the Clients that is of
our brand and mindset
Accountabilities include:
Develop new relationships
• Engage (inbound & outbound) existing clients 60 days in advance of renewal
date to discuss insurance needs per monthly predefined target.
• Cross sell (e.g.; home, cottage, auto, etc.) per predefined target
• Solicit Referrals from existing clients per predefined target
Sample Job Tasks
• Handles and resolves escalated client concerns
• Conduct meetings with sales team members
• Assign work to sales team members
• Represent the Company at external events
• Analyse sales and market data
• Implement improvements to sales processes
• Interview, hire, train and assess the performance of team members
• Monitor the team’s input into the company’s BMS
• Market solutions to existing clients
Qualifications:
Education, Work Experience, Certifications & Designations
5+ years’ experience servicing insurance clients as CSR or equivalent
RIBO licensed
Understanding of TAM and Compu-quote
Portal knowledge(asset) including Intact, Aviva, RSA, Intact, Gore, Unica, Travelers,
Economical
Please forward your resume to heather@jobbornsolutions.com and reference JOB # JOS000000857
Heather Bartley
Resourcing/Recruitment Advisor
519-241-5771
Recruiters for the Insurance Industry
Heather@jobbornsolutions.com
www.jobbornsolutions.com
BIG ENOUGH TO SERVE YOU …small enough to know you
How to Apply
Heather Bartley Resourcing/Recruitment Advisor Recruiters for the Insurance Industry 519-241-5771 heather@jobbornsolutions.com www.jobbornsolutions.com BIG ENOUGH TO SERVE YOU …small enough to know you351 total views, 1 today