Mission: To help customers achieve lifetime financial security
Vision: To be an international leader in protection and wealth management
Values: Integrity, Engagement, Customer focus, Excellence, Value
________________________________________________________________

WHATEVER YOUR PREVIOUS ROLES HAVE BEEN, YOU'LL ENJOY BECOMING AN ADVISOR IF:

• You want the potential of unlimited income
• You want to run and build your own business
• You want flexibility in your day to day schedule, and
• You want to lead others towards achieving their goals and aspirations


Why become an advisor with Sun Life Financial?
There's no one answer. The reasons are as diverse as our people. We know you want more than a job - that, you can get anywhere. You want to put your talents to good use. You want a career.

As a Sun Life advisor you will run your own small business and benefit from our support throughout your career. We have established many programs that will help you succeed, and also offer stock purchase and group benefit plans along with generous compensation. The market is ripe and ready for quality professional financial advice. Running a business as a Sun Life Financial advisor empowers you to help people achieve lifetime financial security by providing holistic advice. It's a rewarding place to be.

You run the business. You're in control of your own success.

As a Sun Life Financial advisor, you'll benefit from:
• Work/Life balance - you set your own schedule to fit your life
• Competitive compensation - incentive based, high earning potential in the short and long term
• Commissions on Release - there are few business opportunities where you can work for 10 years and receive income for 20! We call this Commission on Release. With it, you'll receive a commission income for your work as long as you're with Sun Life Financial, and also after you leave.
• Ongoing recognition and rewards - we believe in rewarding outstanding achievements with outstanding rewards.
• Exceptional training- our world class Career Academy combines self-study with on-line, classroom and on-the job training,
one-on-one coaching sessions, workshops, joint fieldwork and ongoing financial centre training.
• Dedicated support - Financial centre management teams provide mentoring, coaching and tools to support your success

Role and Accountabilities
Sun Life Financial advisors share a proud 140-year history of providing financial security solutions to millions of Canadians. Sun Life Financial advisors sell health insurance, life insurance and investments to individuals and groups. In this way, they enjoy meaningful work by helping to ensure the financial health of their clients.

You will work to attain new clients on a day-to-day basis through prospecting, and meeting with people to complete financial needs analysis. It will be your responsibility to implement your suggestions through the sale of life insurance, health insurance, wealth accumulation and savings products offered by Sun Life Financial, and to provide ongoing financial advice to your clients. A client focused, holistic approach to selling will build your credibility and help you gain the trust of the people you serve, and provide them with unique advice that aligns with their circumstances.

As a Sun Life Financial advisor, you'll have the opportunity to grow and build your own financial services practice, enjoy independence, freedom, flexibility, and recognition for your successes.

Success in investment and insurance sales takes hard work, dedication, commitment to ongoing learning and professional development, and a passion for helping others. Your career is limited only by how much you are willing to put into it.

Desired Skills & Experience

Core Competencies
• You are a natural communicator who excels at networking and building lasting relationships.
• Your community involvement demonstrates your interpersonal skills and ability to build rapport with new people quickly.
• You have a professional demeanor and superior business development and prospecting skills.
• Your strong business acumen and organizational skills will enable you to confidently
provide recommendations to clients
• Your values and ethics are driven by your sense of integrity and honesty.
• Your dedication to succeed is centered on building trusted relationships, strong work ethic, persistence and desire to reach your full potential.
• Past experience in: sales, finance, insurance and investments, consulting, management, banking, business ownership, retail, health services, hospitality, marketing, or customer service is an asset.


Please note: For this opportunity, you must be legally entitled to work in Canada for Sun Life Financial, and have reached the age of majority. The Sun Life Financial advisor role is a full-time, incentive-based career opportunity that allows you to operate your own business. Summer and/or part-time positions are not available.

You have the POWER! See yourself in a whole new light!
Apply by email: joe.ferreyro@sunlife.com or visit my web site at www.sunlife.ca/joe.ferreyro

Company Description

Sun Life Financial is a leading international financial services organization providing a diverse range of protection and wealth accumulation products and services to individuals and corporate customers. Chartered in 1865, Sun Life Financial and its partners today have operations in key markets worldwide, including Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China and Bermuda. In Canada, Sun Life has a presence in 850 communities and financial centre offices from coast to coast

Additional Information

Type:             Full-time

Experience:    Not Applicable

Functions:     Business Development, Finance, Marketing 

Industries:     Banking, Consumer Services, Financial Services

Department

Personal Lines

Reports to: Personal Lines Manager

Title: Account Manager

Qualifications

-High school - Post Secondary Education an asset

-RIBO License

-5-10 Years Personal Lines Experience

-Obtained/working towards Insurance designation

-Understanding of company underwriting guidelines

-Experienced with Word, Outlook and various company portals

-TAM and CompuQuote knowledge

Skills

- Strong communication skills including: written, oral, interpersonal (Communication)

-Strong multi-tasking skills (Organization)

-Strong attention to detail (Accuracy)

-Ability to solve problems and think critically (Analytical)

-Ability to work collaboratively as a member of a service team (Teamwork)

Responsibilities

-Manage a designated portfolio of client accounts on behalf of a producer

-Develop and maintain excellent client relationships to maximize retention

-Develop and maintain relationships with company underwriters and claims adjusters

-Continuous Service based on customer needs, advising on insurance matters, assessing needs, exposing gaps in coverage, recommending solutions and answering inquiries

-Renewal reviews assessments – check for accuracy, adequate coverage, limits, and closing gaps in coverage

-Remarkets as required

-Qualify new customers; prepare quotes, selling new policies

-Identity up-sell opportunities and provide clients with expanded product offerings

-Stay current on underwriting rules and guidelines

-Process changes and issuing documents, Broker MGT system & Portals

-Processing daily mail including renewals, endorsements, company memo’s etc.

- Provide claims advice and liaise with company reps as needed to deliver a positive claim experience 

As one of the preeminent insurance brokerage and consulting operations in Canada, Cowan specializes in providing the best value to businesses, organizations and individuals for their insurance and risk management needs.

At Cowan, we believe our employees make the difference. That’s why we provide a professional, motivating, team environment where contributions are valued. This belief, supported by an entrepreneurial culture, has helped build a company with a strong history and an exciting future.

We are hiring for a Supervisor, Personal Insurance in our Cambridge office.

Responsibilities: The Supervisor is responsible for the daily leadership of the personal lines teams and will be instrumental in providing support to the Cambridge team. The successful candidate will coach and mentor staff, will assist teams with file reviews, quotations, workflows and underwriting inquiries.  Responsibilities will include handling escalated calls from clients. This individual will have a balance of leadership capabilities, customer service and sales expertise, communication and technical skills. The incumbent will also participate in strategic initiatives and projects.

Qualifications:             

• RIBO License is required or ability to obtain RIBO
• Minimum of 5 years insurance experience
• Previous experience managing people
• Excellent organizational, negotiation, analytical and interpersonal skills
• Strong leader with the demonstrated ability to execute on important initiatives and consistently meet or exceed performance expectations
• Self-starter with ability to multi-task and prioritize competing demands
• CAIB or CIP designation (or working towards designation) would be an asset

About Cowan Insurance Group

Cowan Insurance Group is one of the leading insurance brokerage and consulting operations in Canada, operating out of 10 locations in Ontario. Representing national and international insurance companies, Cowan specializes in providing the best value to businesses, organizations and individuals for their insurance and risk management needs, as well as advising and creating retirement, group benefits and disability management programs for employee groups; and wealth management, financial planning and succession planning services to individuals. For more information, visit www.cowangroup.ca.

Cowan Insurance Group is a winner of Canada’s Best Managed Companies program for 2012, sponsored by Deloitte, CIBC, National Post, Queen’s School of Business and MacKay CEO forum. www.bestmanagedcompanies.ca

What We Value and What it Means to You

Innovation ∙ Commitment ∙ Integrity ∙ Collaboration ∙ Client-Focus ∙ Results-Driven

At Cowan, we believe that delivering on our values sets us apart. They guide how we interact with clients, business partners, our employees and in the communities where we do business.

Apply

We invite interested candidates submit their resume in confidence to human.resources@cowangroup.ca or by fax to: 519-650-6368.

While we appreciate the interest of all applicants, we will contact only those selected for interviews.

Processing Insurance transactions, including;

Manage policy renewals, endorsements and customer service on accounts per company defined service levels

Handle incoming/outgoing calls /e-mails/faxes re: accounts

Prepare premium analysis and coverage comparison for new and renewal quotes and participate in marketing renewal accounts as required 

Communicate and manage renewal quotations and coverage changes with Insurer

Handle account receivable discrepancies

Review policy wordings & documents to ensure accuracy and quality control

Follow ups for endorsements, renewals, new business, and claims

Issuance of Certificates of Insurance/or review prior to Technical Assistants issuance.

Input all information in Agency Manager System accurately and efficiently per company SOPs and workflow policies

Monitor and meet personal RIBO Education Credit requirements

Minimum 3 years related experience 

Working knowledge of TAM  

RIBO licenced,

Working knowledge of MS Office Suite of products

Excellent keyboarding and data entry skills, 

Minimum High School diploma. Post-secondary education an asset

5+ years of related experience with an emphasis on Heavy Commercial Auto and Cargo Exposure claims handling and litigation

Previous experience with US based claims, salvage and recovery.

CIP or equivalent experience

Excellent communication skills, both verbal and written

Superior negotiation skills

Strong decision-making ability

Strong investigative and analytical skills

Service existing book of buisness, prcoessing new business, renewals, endorsements, answering inquires, service policies.

RIBO license

Minimum 2 years customer service experience in personal lines

Power broker

Excellent communication skills 

Post secondary education or equivalent experience

5 + years underwriting or brokering background, Public companies & technology D&O experience is preferred. RPLU designation preferred. Strong sales and management skills, Strong problem solving, analytical skills, Ability to respond to technical questions, Ability to collaborate with colleges in a team environment, Working knowledge of the industry as a whole. Must be able to travel to U.S.

Min 5 year commercial insurance experience

Candidate will ideally have deep, existing relationships in the National and Provincial association space, with a particular focus on Healthcare, not-for-profit and other professional advocacy and lobbyist groups.

Strong & proven client retention experience

Strong business developer

RIBO license required, preferred CIP, FCIP and CRM

• Deliver continuous excellence in servicing an existing book.
• Develop knowledge of clients operations and risk exposures.
• Identify specific client and prospect needs and develop innovative and cost effective solutions.
• Review and revise insurance program in conjunction with the client to ensure complete and appropriate coverage.
• Introduce the service team to clients as their day-to-day point of contact for ongoing service needs and ensure smooth communication and coordination with the client.
• Coordinate and provide oversight to the account team and establish client service plans that prioritize the account activities and profitability in a value-based approach for the scope of services required.
• Gain and maintain a thorough understanding and knowledge of available Aon resources and solutions, and match those to client business requirements.
• Coordinate and lead the strategy for the account renewal and the ongoing activity and requirements during the year, working with the broking team in the marketing process and the negotiations with underwriters.
• Manage and oversee the Renewal Process including preparing the renewal report, present to client for approval, obtain the binding order, and review policy documentation and deliver to client in a timely manner.
• Cross-selling and expanding the existing insurance programs with our clients; developing and managing client relationships in order to increase penetration sales and cultivate new business opportunities.

BILINGUAL PROGRAM REPRESENTATIVE  - Professional Liability Underwriting  

Why work for our client?  

• Above market remuneration + comprehensive benefits
• Lifestyle choice - If you value work/life balance
• Summer Flex Fridays (every 2^nd Friday off)
• Additional time off between Christmas & New Year’s
• Turnover is very low – employee satisfaction

Responsibilities: 

• Communicate underwriting information to insureds and prospective insureds
• Assess professional liability insurance applications
• Prepare quotes
• Prepare file for policy issuance
• Ensure proper handling of expiring files
• Process payments 

Qualifications: 

• 5 years of insurance industry experience, professional liability experience an asset
• Strong communication skills
• Fluently bilingual – French/English
• Detail-oriented
• Good organizational skills
• Ability to multi-task
• Working knowledge of Office Suite: Word, Outlook, Excel, Explorer

To apply for this opportunity please submit your resume to the attention of Rudy Dabideen via e-mail: resumes@hcox.ca   Phone: (416) 935-0975

We thank all applicants for their interest, however, only candidates selected for an interview will be contacted

• Provide automobile and property new insurance services to potential customers by responding to incoming telephone requests
• Using proper questioning and sales techniques, provide automobile and property insurance quotations while applying all appropriate pre-qualification and underwriting guidelines.
• Offer professional insurance advice to associates in team, clients and internal/external partners
• Correspond with external partners and new or existing policy holders
• Assist in improving customer retention and service level through first call resolution and direct customer contact

Qualifications:

• Must have RIBO License
• The ideal candidate will have 1-year experience in insurance sales department.
• Excellent communication skills both verbal and written with strong customer service and proven sales abilities
• Strong organizational and interpersonal skills with ability to multi-task
• Computer literate with a high accuracy level
• Must have a minimum of 1 year insurance/call centre experience

• Manage A/R and A/P
• Journal entries
• Bank reconciliation and deposits for trust accounts
• manage general ledger
• financial reports
• produce monthly statements.  
• Oversee customer billings.  
• Payroll

OVERVIEW

• Responsible for posting all cheques received to the system, preparing the bank deposits slip to make deposit to the bank when necessary.
• Responsible for processing all payable cheques and the filing of the payment documentation. Entry of all general A/P to accounting system and generation of cheques for signature.
• Reconciliation of all bank accounts on a semi-monthly basis; including follow-up and resolving any discrepancies with the bank.
• Regular review of the aged A/R and work with the brokers to ensure prompt collection of outstanding amounts.
• Reconciliation of A/R accounts (all AR accounts should be reconciled once a year -- ideally before policy renewal), credit balance should be reviewed on a quarterly basis to ensure that clients are receiving their refund cheques on a timely basis.
• Reconciliation of monthly insurance company statements to SigXP accounting system, including follow-up and resolving reconciling discrepancies.
• Liaison with insurance company financial personnel on all accounting matters related to the Companys clients.
• Monitor bank account balances, manage cash flow and the interbank bank transfer.
• Posting of all intercompany transactions and monthly reconciliation of the related party accounts.
• Processing of the Companys semi-monthly payroll and review of the payroll register. Entry of all payroll to accounting system and submission of all payroll deductions to Revenue Canada.
• Liaison with the external payroll processor and Revenue Canada on all payroll related matters.
• Preparation and submission of monthly corporate tax filings to Revenue Canada.
• Preparation and analysis of the monthly financial statements and reports for senior management and preparing the information package for Board of Advisors.
• Preparation of all financial related regulatory filings.
• Preparation of all year-end financial schedules and liaison with the external accountants to complete year-end procedures.
• Other ad hoc analysis and reporting, as required.
• All accounting / tax related filing.
• Other special projects and related duties as assigned. 

Salary will be based on experience. 

PREFERRED BACKGROUND

Accounting experience within an insurance brokerage environment. 
Undergraduate degree in a related field
Completion of an accounting designation - CMA, CGA (or working towards)
Proficient use of MS Excel

• Should you bring in $25K in premiums per month, your bonus will be approximately $700.00
• Should you bring in $30K in premiums per month, your bonus will be approximately $1100.00
• Should you bring in $40K in premiums per month, your bonus will be approximately $2000.00

 
From your sales per month, they would like to see:

• 8 new customers
• Of those 8 new customers, they would like to see at least 6 total account sales
• AND/ OR at least 8 mono lines.
• They would like to see 6* sales but are willing to discuss various options depending on the circumstances.   

 
With this program, you have the ability to earn $60K +++++ along with a year end bonus.
 
MARKETS:
Dominion, Chieftan, Economical, Perth, Gore, Axa Western, ING, Halifax, ING Nova, Premier
 
SALES METHODS
 
Cold calling

• Referrals
• Group Ins. connections
• Networking
• Chamber of Commerce, networking clubs.
• You are given the freedom of developing a reputation in Personal Lines and using your instincts and initiatives to bring in the business.  Your hands are not tied.

RSA is one of the world’s leading multinational
insurance groups with over 300 years of experience and over 20 million
customers worldwide.

Our people are committed to building a dynamic
internal culture where our people love what they do and feel motivated to keep
things moving – for customers, for their colleagues and as part of their own
growth and development.

In RSA, employing positive people is how we achieve
success. You will be working in an environment that encourages you to do great
work and you constantly will be faced with fresh challenges that have a direct
impact on our business. We believe your personality and passion will keep RSA
and our business moving forward.

At RSA we have a culture that supports and rewards
high performance with a competitive reward policy for top performers. Our
rewards package includes competitive compensation, work / life balance,
opportunities to learn and the chance to make a difference working for a
worldwide industry leader.

Position Overview:

The successful candidate will be expected to add to the positive team
environment and will play a meaningful part in the achievement of team,
regional and divisional goals. You will be expected to understand and be
responsive to customer expectations, which drive the goals of the Client
Services Team.



Who you are:

Your enthusiasm is infectious. You challenge the
status quo. You find solutions to problems. You go the extra mile to exceed
customers’ expectations. You get things done the right way. You represent our
brand with passion and pride. You are a team player. You have fun and you make
work fun for those working around you.

What you will achieve in this role:

Provide service and underwriting skills through processing of regional policies
and underwriting of mid term changes

• Manage all work tasks within set corporate Key Performance Indicators and be
accountable to the team and team leader for work production

• Report on core task assignments weekly

• Effectively handle customer contact and interaction with both internal and
external customers

• Meet service level processing targets

• Good or excellent rating on file audits



What you bring to this role:

• Strong PC skills

• Proven ability to work under pressure and within stated service guidelines

• Exceptional organizational skills with the ability to prioritize and complete
work tasks in a timely manner

• Sound and proven problem solving skills

• Motivated to achieve goals: both personal and corporate

• Ability to positively influence the morale and results of a team through
effective interpersonal communications

• Demonstrated desire for continuous learning and motivation to achieve personal
development goals

• Ability to effectively communicate issues verbally and written

• Underwriting experience is an asset

• Working toward completion of CIP would be an asset

• Post secondary or relevant experience



Other Information:

Applicants agree that by providing personal
information in response to this ad, and otherwise in any recruitment process
with RSA or its affiliated companies (the “Company”) such personal information
may be retained and used for a period of one (1) year from the date of this
application, for the purpose of consideration for employment opportunities
which may arise during that time period, unless an applicant notifies the
Company to the contrary.

We thank all applicants. However, only those
selected for an interview will be contacted.

We invite you to learn more about us at our Career
Site, www.rsagroup.ca, where you can apply on line.

RSA values diversity.

AVP, NATIONAL UNDERWRITING MANAGER – Professional Liability 

Why work for our client?

• If you have drive & ambition and are comfortable accepting increasing levels of responsibility for non- D&O lines, then this opportunity may be for you
• Global commercial insurer focused on providing specialty insurance products working with clients that have large complex risks
• Financial strength rating of A+

Responsibilities: 

• Manage a significant portfolio, which includes: D&O, Private Equity (Incl. E&O) & Financial Institutions business
• Manage a small team of underwriting and operational personnel, with eventual expansion of that team
• Understanding of and interaction with the supporting business functions of commercial insurance, including claims management, actuarial, and legal
• Able to articulate and pursue a national strategy and vision for the division  

Qualifications: 

• 6-8 years of underwriting experience in D&O, with  E&O and Financial Institutions experience an asset
• Strong financial analysis skills
• Experience preferably in a National role, with exposure to brokers across the country

To apply for this opportunity please submit your resume to the attention of Rudy Dabideen via e-mail: resumes@hcox.ca   Phone: (416) 935-0975

We thank all applicants for their interest, however, only candidates selected for an interview will be contacted

COMMERCIAL LINES PACKAGE UNDERWRITER 

Responsibilities: 

• Ensure quality risk selection, rate and insurance-to-value levels of all new business to maximize underwriting profitability
• Provide quality customer service to assigned brokers
• Identify, investigate, and develop new business opportunities
• Review new and renewal business submissions ensuring proper risk selection, endorsements and pricing
• Marketing visits to broker offices  

Qualifications: 

• 3+ years of Commercial Lines Underwriting experience
• University  Grad preferred
• Excellent communication skills
• Sales and marketing experience
• Customer focused attitude

To apply for this opportunity please submit your resume to the attention of Rudy Dabideen via e-mail: resumes@hcox.ca   Phone: (416) 935-0975

We thank all applicants for their interest, however, only candidates selected for an interview will be contacted

COMMERCIAL SERVICER BROKER

Why work for our client?  

• Leading global provider of risk management services.
• Wide range of opportunities for career growth.

Responsibilities: 

• Provide customer service to new and existing clients.
• Respond to customer inquiries and provide information on products/services.
• Handle a portfolio of small-medium sized commercial lines accounts.
• Service existing programs and respond to new business inquiries by analyzing and defining the risk exposures and coverages required.
• Review coverages and recommend changes as necessary.
• Resolve customer concerns/complaints.
• Assess risks and obtain all information needed to take an application, prepare quotes, calculate premiums, bind coverage and prepare documentation for billing.  

Qualifications:

• RIBO licensed
• College or University Grad
• Minimum 1-2 years of commercial lines insurance experience.
• Excellent interpersonal, communication and presentation skills. 
• Ability to work collaboratively as a key member of a service team.

To apply for this opportunity please submit your resume to the attention of Rudy Dabideen via e-mail: resumes@hcox.ca   Phone: (416) 935-0975

We thank all applicants for their interest, however, only candidates selected for an interview will be contacted

• Provide automobile and property new insurance services to potential customers by responding to incoming telephone requests
• Using proper questioning and sales techniques, provide automobile and property insurance quotations while applying all appropriate pre-qualification and underwriting guidelines.
• Offer professional insurance advice to associates in team, clients and internal/external partners
• Correspond with external partners and new or existing policy holders
• Assist in improving customer retention and service level through first call resolution and direct customer contact

Qualifications:

• Must have RIBO License
• The ideal candidate will have 1-year experience in insurance sales department.
• Excellent communication skills both verbal and written with strong customer service and proven sales abilities
• Strong organizational and interpersonal skills with ability to multi-task
• Computer literate with a high accuracy level
• Must have a minimum of 1 year insurance/call centre experience

• Should you bring in $25K in premiums per month, your bonus will be approximately $700.00
• Should you bring in $30K in premiums per month, your bonus will be approximately $1100.00
• Should you bring in $40K in premiums per month, your bonus will be approximately $2000.00

 
From your sales per month, they would like to see:

• 8 new customers
• Of those 8 new customers, they would like to see at least 6 total account sales
• AND/ OR at least 8 mono lines.
• They would like to see 6* sales but are willing to discuss various options depending on the circumstances.   

 
With this program, you have the ability to earn $60K +++++ along with a year end bonus.
 
MARKETS:
Dominion, Chieftan, Economical, Perth, Gore, Axa Western, ING, Halifax, ING Nova, Premier
 
SALES METHODS
 
Cold calling

• Referrals
• Group Ins. connections
• Networking
• Chamber of Commerce, networking clubs.
• You are given the freedom of developing a reputation in Personal Lines and using your instincts and initiatives to bring in the business.  Your hands are not tied.

The successful candidate must have expert technical underwriting knowledge built up over a minimum of eight years as a Professional Liability underwriter. Although experience in Architects? and Engineers? E&O would be ideal, a corresponding level of experience in other types of Professional Liability is acceptable.

The role of Underwriting Manager entails responsibility for the development, maintenance and implementation of our client?s underwriting guidelines. The Underwriting Manager will direct and oversee regional underwriting activities and will have management authority of the underwriting team which will include setting appropriate underwriting authority levels.  As well, the Underwriting Manager will provide training, as needed, to both new and existing team members. The ideal candidate will have experience managing a team of underwriters. Although experience managing a team of underwriters is ideal, our client is prepared to considering candidates who do not have supervisory/management experience but who are ready to take this next step in their career.

The Professional Liability Underwriting Manager is expected to assist in recognizing and developing new product lines and program enhancements.  This role requires liaison with large, national brokerage and various professional associations across Canada.  Some travel is required within Canada and the United States.

If you believe you have the skills required for this role, please forward a copy of your resume for consideration.

The Toronto office, of an international insurance company is seeking an Underwriting Manager for their Professional Liability department directly reporting to the VP, Canadian Regional Leader.  The position is responsible for the development, maintenance and implementation of underwriting guidelines.  The successful candidate will direct and oversee the regional underwriting activities and the underwriting team.  Responsibilities will also include setting individual underwriting authority levels, rate setting as well as provide training as needed to both new and existing team members.  Duties will also include assisting in recognizing and developing new product lines and program enhancements.  Knowledge of the Brokers as well as the various Professional Associations while enhancing the corporate brand is essential to this position.

Some travel will be required within Canada and the U.S.

This company is an industry leader providing Architect’s and Engineer’s Professional Liability insurance across North America.  The successful individual will have expert technical underwriting knowledge and the ability to manage a team of underwriters while personally handling a small book of larger accounts.   Some travel is required within Canada and the U.S.

Minimum Preferred Experience:

7-10 years Professional Liability underwriting experience, preferably Architects and Engineers E&O

Excellent communication skills – verbal and written

Established relationships with second tier brokers

Comfortable conducting client meetings, seminars

Willingness to travel for assignments outsideToronto

Teamplayer

Bilingual – French considered an asset

Knowledge of Microsoft Word, Excel, PowerPoint

Education:

Bachelors Degree Preferred, Insurance Designation required.

If you are interested in this position, please forward your resume to
Rosalyn Sommerfeld, rosalynsommerfeld@bell.net

Insurance Consulting Group

Only candidates progressing to the interview stage will be contacted.

• ·         Highly motivated and inspired
• ·         Energetic and efficient
• ·         Has outstanding ability to communicate effectively with a variety of people 

Contact us if you have:

• ·         The inner drive for personal and professional success
• ·         Self-motivation and independence
• ·         Desire for freedom and flexibility of a career
• ·         Relationship building and networking skills

Primary Accountabilities:

This position will market and sell new products to existing policyholders, along with developing sales opportunities for new clients. General and Life Licenses are not required but considered a strong asset. Mutual Funds Licence and/or ability to speak Spanish are also considered important assets for this position.

Job Responsibilities including but not limited to:

• ·         Calling prospects/clients to offer products and schedule appointments
• ·         Building relationships with current clients while identifying their needs and making professional recommendations
• ·         Providing solutions to current clients and helping with their overall insurance program to make sure it is meeting their needs

Requirements will include but are not limited to:

-          Ability to obtain and maintain both General and Life Licenses

-          Ability to work individually and as a part of a High Performing Team

-          Outgoing and compassionate personality, able to build professional relationships with new and current clients

Renata Midura Insurance Agency offers  competitive compensation, health & dental benefits, generous vacation/personal days package, exceptional work environment, continuing education and training and tremendous potential with a highly respected organization.

Compensation includes salary and commission: $35,000 - $70,000/year depending on licencing status and work performance. 

If you have what it takes to be successful with our High Performing Team please e-mail or fax your resume to Renata: renata @ renatamidura.com or (905) 817-0424

Visit us at www.renatamidura.com

Please note: ONLY SUCCESSFUL CANDIDATES WILL BE CONTACTED

• ·         Highly motivated and inspired
• ·         Energetic and efficient
• ·         Has outstanding ability to communicate effectively with a variety of people 

Contact us if you have:

• ·         The inner drive for personal and professional success
• ·         Self-motivation and independence
• ·         Desire for freedom and flexibility of a career
• ·         Relationship building and networking skills

Primary Accountabilities:

This position will market and sell new products to existing policyholders, along with developing sales opportunities for new clients. General and Life Licenses are not required but considered a strong asset. Mutual Funds Licence and/or ability to speak Spanish are also considered important assets for this position.

Job Responsibilities including but not limited to:

• ·         Calling prospects/clients to offer products and schedule appointments
• ·         Building relationships with current clients while identifying their needs and making professional recommendations
• ·         Providing solutions to current clients and helping with their overall insurance program to make sure it is meeting their needs

Requirements will include but are not limited to:

-          Ability to obtain and maintain both General and Life Licenses

-          Ability to work individually and as a part of a High Performing Team

-          Outgoing and compassionate personality, able to build professional relationships with new and current clients

Renata Midura Insurance Agency offers competitive compensation, health & dental benefits, generous vacation/personal days package, exceptional work environment, continuing education and training and tremendous potential with a highly respected organization.

Compensation includes salary and commission: $35,000 - $70,000/year depending on licencing status and work performance. 

If you have what it takes to be successful with our High Performing Team please e-mail or fax your resume to Renata: renata @ renatamidura.com or (905) 817-0424

Visit us at www.renatamidura.com

Please note: ONLY SUCCESSFUL CANDIDATES WILL BE CONTACTED

All-Risks Insurance Brokers (Markham) is currently looking for experienced brokers to join our firm who either want to develop their own portfolio of business or already have an existing book of business. 

Position Requirements:

• Registered Insurance Broker of Ontario (RIBO) Level 1 license minimum 
• Strong written & verbal communication skills
• Detail oriented, able to multi-task and organized
• Self-starter, results driven and able to work independently within brokerage guidelines
• 2 or more years experience in an insurance brokerage preferred

Position Responsibilities:

• Generate new commercial and /or personal lines sales
• Communicate with clients, brokerage staff and company underwriters
• Occasionally participate in the development of marketing plans
• Problem solve client issues, & correspond with clients

 Email resume to: Sunil Bablani - sbablani@all-risks.com

Please apply by creating a career profile and uploading your resume to our website: www.johnson.ca
We thank all applicants. However, only those selected for an interview will be contacted.

Commercial Lines Account Assistant

Bow Valley Insurance is a Calgary based company that has been serving the insurance needs

of Albertans for the last 33 years. Our business has been built on customer service, very

competative prices, our strong relationships with several insurance companies as well as

our dedicated, qualified, experienced and knowledgeable insurance specialists.

Our Core Values:

- The Customer is Critical

- Professionalism

- Procedures are Critical

- Continuous Improvement

- Respect

- Open and Transparent

- Education

Job Duties:

• Dealing with clients on a regular basis
• Issuing Certificates of Insurance
• Quote and Proposal Assistance
• Receiving and applying payments from clients
• Reviewing Company Memos
• Contacting Clients and Company Underwriters for information
• Accessing Company Portals for various items
• Reporting Claims to Insurance Companies
• Completing Home Evaluations (ITVs)
• Reviewing Final Notice and NSF Payment notifications sent to clients
• Reviewing Broker Renewal Expiry Lists
• Sending Confirmations of Insurance to lienholders/lessors
• Requesting Claims Experience Letters
• Requesting Vehicle Inspection Reports
• Premium Increase Investigation
• Processing Change Requests
• Issuing Pink Cards
• Assisting the Commercial Lines Team with customer service calls, emails and client visits

Requirements / Qualifications:

- Level 1 or Level 2 General Insurance License

- Minimum 1-2 years of prior insurance industry experience

- Computer system knowledge required

- Well organized

- Ablility to work well in a team environment and independantly

- Ability to multi-task

- Excellent verbal and written communication skills

- Adaptable to change

Compensation:                                             Miscellaneous:

Salary                                                             Parking available

Group Benefits                                             Walking distance to LRT Station

Matching RRSP Contribution                    Excellent commute from South/Central Calgary

RETENTION, REFERRALS & RESULTS

• Ensuring retention targets are met, including re-marketing.
• Lead generation for Personal Lines
• Complete outbound calls as required for renewal review and special projects
• Respond to inbound telephone inquiries
• Prompt response to all customer inquiries by providing effective and efficient customer service to verbal and written inquiries.
• Resolving client concerns and complaints while ensuring that Service Excellence Standards are met.
• Cross-selling other insurance and financial products based on the minimum requirements.

Required Skills

• Exceptional interpersonal, verbal and written skills
• Team player able to work within Production and Service teams.

Experience Required

• RIBO license required
• Working knowledge of Microsoft Office Products (Word and Excel)
• Experience in the Insurance industry
• Agency manager experience ideal.

• Respond to high volume of calls/emails in a timely fashion
• 24 hour turn around call to prospect
• Prepare insurance quotations as required, providing exceptional advice to clients
• Proper documentation/activities must be maintained on Agency Manager system
• Inform commercial producers of outcomes of quote referrals

• Prepare new business documents, to be sent to clients and follow up on the documents
• Bind coverage when necessary within the binding guidelines set up by insurance carriers
• Scan and attach documents to Agency Manager
• Quote cross sells and up sell as much as possible
• Exceed pre established new business targets on a monthly basis
• Provide back-up support to Account Managers when required
• Issue pink slips when required in addition to completing miscellaneous duties as assigned

 
requirements:

• Minimum 3-5 years personal insurance experience
• RIBO is required and preferably working towards A.I.I.C. or C.A.I.B. designation
• Demonstrated ability to close a sale
• Client development / relationship management experience
• Superb interpersonal skills, presentation skills and attention to detail
• A self starter with strong written and oral communication skills and excellent organizational skills
• Excellent interpersonal, communication and negotiation skills
• A results-oriented professional with a strong work ethic
• Computer proficiency in MS Office products such as Word and Excel
• Proficiency in Outlook, Word, Agency Manager (TAM) and Compuquote

Major Responsibilities

• Responsible for managing a ‘desk’ consisting of a renewal book of business.
• In collaboration with Producers; coordinate, support plans, discuss arising issues and create comprehensive plans for existing clients
• Responsible for the review and accuracy of policy documents prior to the delivery to the client
• Responsible for the preparation of proposals for prospect and stewardship reviews for existing clients
• Manage account documentation (i.e., routine inquires, quotes, binders, statement of values, insurance contracts, endorsements, cancellations, etc.)
• Review client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirements
• Maintains up-to-date TAM workflow documentation and ensures workflows are followed
• Ensure accurate and timely servicing and billing of accounts
• Participate in actively in cross-sell campaigns and other initiatives as required
• Actively develop an increased knowledge of related insurance products and client needs
• Participate in training and professional development courses to enhance skills and industry knowledge
• Maintain positive working relationships with clients, staff, other JDIMI departments and offices

Education:

• R.I.B.O and C.I.P designation required as well as C.A.I.B or at minimum working towards the designation

Experience & Qualifications

• Minimum 7-10 years commercial insurance experience
• R.I.B.O and C.I.P designation required as well as C.A.I.B or at minimum working towards the designation
• Client development/relationship management experience
• Mentorship of Junior Account Managers
• Superb interpersonal skills, presentation skills and attention to detail
• Ability to be a self starter with strong written and oral communication skills as well as organizational skills
• Advanced skills in Outlook, Excel, Word and TAM

Must have CIP, CRM, CAIB

• Responsible for managing a ‘desk’ consisting of a renewal book of business.
• In collaboration with Producers; coordinate, support plans, discuss arising issues and create comprehensive plans for existing clients
• Responsible for the review and accuracy of policy documents prior to the delivery to the client
• Responsible for the preparation of proposals for prospect and stewardship reviews for existing clients
• Manage account documentation (i.e., routine inquires, quotes, binders, statement of values, insurance contracts, endorsements, cancellations, etc.)
• Review client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirements
• Maintains up-to-date TAM workflow documentation and ensures workflows are followed
• Ensure accurate and timely servicing and billing of accounts
• Participate in actively in cross-sell campaigns and other initiatives as required
• Actively develop an increased knowledge of related insurance products and client needs
• Participate in training and professional development courses to enhance skills and industry knowledge
• Maintain positive working relationships with clients, staff, other JDIMI departments and offices

Education:

• R.I.B.O and C.I.P designation required as well as C.A.I.B or at minimum working towards the designation

Experience & Qualifications

• Minimum 7-10 years commercial insurance experience
• R.I.B.O and C.I.P designation required as well as C.A.I.B or at minimum working towards the designation
• Client development/relationship management experience
• Mentorship of Junior Account Managers
• Superb interpersonal skills, presentation skills and attention to detail
• Ability to be a self starter with strong written and oral communication skills as well as organizational skills
• Advanced skills in Outlook, Excel, Word and TAM

 
POSITION SUMMARY:
The incumbent will report to the Account Director with a dotted line to the Producer that he/she will be supporting. The successful incumbent will be responsible for maintaining a book of business, servicing client needs, and focus on new business production.
 
RESPONSIBILITIES:
 Responsible for managing a desk consisting of a renewal book of business under 1 million in premium with an account sizes ranging from $5,000 to $100,000.
 In collaboration with Producers; coordinate, support plans, discuss arising issues and create comprehensive plans for existing clients
 Responsible for the review and accuracy of policy documents prior to the delivery to the client
 Responsible for the preparation of proposals for prospect and stewardship reviews for existing clients
 Manage account documentation (i.e., routine inquires, quotes, binders, statement of values, insurance contracts,endorsements, cancellations, etc.)
 Review client's current coverage and exposures, loss experience and analyze risk to determine the product/service requirements
 Maintains up-to-date TAM workflow documentation and ensures workflows are followed
 Ensure accurate and timely servicing and billing of accounts
 Participate in actively in cross-sell campaigns and other initiatives as required
 Actively develop an increased knowledge of related insurance products and client needs
 Participate in training and professional development courses to enhance skills and industry knowledge
 Maintain positive working relationships with clients, staff, other JDIMI departments and offices
 
REQUIREMENTS:
 Minimum 2-4 years commercial insurance experience
 R.I.B.O is required and working towards C.I.P. or C.A.I.B. designation
 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 as well as organizational skills
 Advanced skills in Outlook, Excel, Word and TAM

• Respond to client inquiries and process requests for amendments;
• Analyze and summarize renewal terms received from marketing/broking and assist in the preparation of renewal presentation documentation, including forwarding renewal terms to the client;
• Obtain premium finance quotes from credit and provide appropriate finance options to clients as required;
• Coordinate timely issuance of Certificates of Insurance ;
• Leads by example by demonstrating and sharing with all lines of business the importance of best practice; and
• Perform other related duties as assigned.

Qualifications and Experience:

• Minimum 1 -3 years of commercial insurance experience would be an asset;
• General insurance experience is an asset;
• Ability to work collaboratively as a key member a team and independently with minimum supervision;
• Client relationship focused;
• Excellent interpersonal, communication and presentation skills;
• Strong organization skills and the ability to prioritize under pressure of competing deadlines;
• Must have strong computer skills and be proficient with the Microsoft Office Package

Education and Professional Development:

• High School Diploma or equivalent
• RIBO LICENSE

ENCON Group Inc. is one of Canada's leading insurance management companies which develops and administers insurance programs on behalf of insurance companies and distributes them through a network of licensed agents and brokers to individuals, professionals, organizations and employers.

At ENCON, we believe our people are our most important asset.  We offer a dynamic and challenging work environment, training and development opportunities, a competitive total rewards package and believe in work/life balance. 

We are currently recruiting for a lawyer to join our claims team as Claims Analyst.

Responsibilities

• Appoint, direct and work with external legal counsel across Canada and the United States to develop and coordinate defense litigation strategies for the prompt and final resolution of claims
• Review and assess new claims to determine coverage under the applicable insurance contract and take appropriate action
• Determine and report the liability and damages exposure of the insured in respect of a claim
• Coordinate and manage claim files including liaison with insureds, brokers, external counsel and internal clients
• Report to insurance company representatives
• Some travel may be required

Qualifications

• A member in good standing with the Law Society of Upper Canada or another provincial equivalent and have chosen to pursue a career outside the traditional practice of law
• Excellent written and oral communication skills
• Fluently bilingual in both official languages will be considered an asset  
• Experience in liability insurance and/or corporate/commercial litigation is an asset
• Corporate and securities law knowledge is an asset
• Effective problem solving and proven analytical skills, organizational and decision making ability in order to develop/implement effective solutions

• High level interpersonal skills required to build and maintain relationships with internal and external clients
• Service oriented professional with a positive attitude and a strong desire to succeed

If you are interested in joining our team of dynamic professionals please send your resume to:

ENCON Group Inc.

Human Resources

500 – 1400 Blair Place

Ottawa, ON K1J 9B8

Fax: 613-786-2023

careers@encon.ca

www.encon.ca

ENCON Group Inc. is one ofCanada's leading insurance management companies which develops and administers insurance programs and distributes them through a network of licensed agents and brokers to individuals, professionals, organizations and employers.

At ENCON, we believe our people are our most important asset.  We offer a dynamic and challenging work environment, training and development opportunities, a competitive total rewards package and believe in work/life balance. 

We are currently recruiting for a Technical Assistant in our Group Benefits division to provide technical support to the department.   

Responsibilities

• Inputs data, determines rate adjustments if required, and prepares quotations accurately and quickly
• Assists the Technical Underwriters in processing new business applications in a timely manner; including rerunning of final rates and final review of documentation
• Prepares and forwards completed applications to appropriate departments
• Processes plan amendments in a timely manner; includes working in conjunction with the Technical Underwriter to run rates and prepare and forward plan amendment documentation to appropriate departments
• Responds to inquires from plan advisors, Sales Representatives or other departments promptly and courteously through verbal and written communication
• Ensures updating licensing and E&O insurance is in place for all active policy advisors
• Ensures timely processing of compensation contracts
• Assists Technical Underwriters in requotes on existing business
• Perform other related duties as required.

Qualifications

• Completion of secondary school with a minimum of 1-2 years of experience in a sales or underwriting related environment
• Knowledge of group and disability insurance is required
• Excellent time management skills; ability to work with rigid deadlines and a high volume of work
• Excellent keyboarding skills and highly proficient in Excel and Microsoft Outlook
• High attention to detail with strong organization skills
• Possesses a positive attitude while working in a fast paced work environment
• Excellent verbal and written communication skills are essential

If you are interested in joining our team of dynamic professionals please send your resume to careers@encon.ca.

•  Review all new losses and assign to appropriate analyst based on skills/experience in relation to claims complexity. 
• Review and approve all coverage letters, as well as conducting monthly file reviews to measure performance to standards and procedures, enforcing best practices, providing training and coaching as required. 
• Mentor staff and encourage development/diversity within the group. 
• Approve all financial transactions and reports that exceed analyst authority.  
• Build strong working relationships with underwriting to enhance customer service, product knowledge and lead Stewardship efforts. 
• Attend meetings with brokers/clients and underwriters. 
• Co-ordinate all projects.

Skills Required:

•  Minimum of 10 years experience in the handling of various Financial Lines claims (D & O, E & O, Fidelity, Financial Institutions). 
• Ability to multi-task and manage competing priorities especially during times of high volume/activity. 
• Strong leadership, organizational and interpersonal skills and ability to effectively and clearly communicate orally and in writing to both internal and external parties. 
• Work independently with minimal supervision. 
• Bilingualism (French and English), and a law degree would be assets. 
• Comfortable and familiar with various computer applications, capable of adapting to change and operating within a paperless environment.

ENCON Group Inc. is one of Canada's leading insurance management companies which develops and administers insurance programs on behalf of insurance companies and distributes them through a network of licensed agents and brokers to individuals, professionals, organizations and employers.

At ENCON, we believe our people are our most important asset.  We offer a dynamic and challenging work environment, training and development opportunities, a competitive total rewards package and believe in work/life balance. 

We are currently recruiting for a Now Forward Clerk opportunity. The Now Forward Clerk is responsible for imaging daily correspondence and documents produced in the Underwriting department.

Responsibilities:

• Preparing, scanning, indexing, performing quality assurance on all documents for the imaging process
• cataloguing and maintaining inventory of documents sent to off-site storage and liaising with staffing to ensure proper completing of forms for indexing

Qualifications:

• Post secondary education, preferably in Business Administration or Office Administration
• Minimum of one year of administration work experience
• Possess a high attention to detail, strong organization and time-management skills
• Strong written and verbal communication skills
• strong keyboarding skills with a high degree of emphases placed on accuracy
• English essential, bilingualism is an asset

If you are interested in joining our team of dynamic professionals please send your resume to careers@encon.ca.

ENCON Group Inc. is one of Canada's leading insurance management companies which develops and administers insurance programs on behalf of insurance companies and distributes them through a network of licensed agents and brokers to individuals, professionals, organizations and employers.

At ENCON, we believe our people are our most important asset.  We offer a dynamic and challenging work environment, training and development opportunities, a competitive total rewards package and believe in work/life balance. 

We are currently recruiting for a Client Service Representative I in our Group Benefits Division in our Mississauga office. Under general supervision, the Client Service Representative I role is responsible for administrative data processing in accordance with established service standards. Objective is to provide client administrative support to maximize client retention.

Responsibilities

• Updates client information in the system, including enrollments, changes, terminations (not client) and census reports
• Reviews data to determine eligibility based on guidelines then updates client information into the database
  • Composes routine correspondence and follows up for outstanding or missing information
  • Determines underwriting requirements and appropriate course of action
  • Processes re-enrollments
  • Completes ad hoc client requests
  • Adheres to three day turn-around times
  • Performs other related duties as required

Qualifications

• Completion of secondary school
• Post-secondary education would be an asset
• One to two years previous work experience, preferably in an office environment
• Must also be detail-oriented and have strong analytical and problem solving skills with the ability to understand policies and procedures
• Strong keyboarding skills and a good working knowledge of Microsoft Office is essential
• Must be able to function independently as well as part of a team

If you are interested in joining our team of dynamic professionals please send your resume to careers@encon.ca.

Team Leader, New Business, Mississauga

ENCON Group Inc. is one of Canada's leading insurance management companies which develops and administers insurance programs on behalf of insurance companies and distributes them through a network of licensed agents and brokers to individuals, professionals, organizations and employers.

At ENCON, we believe our people are our most important asset.  We offer a dynamic and challenging work environment, training and development opportunities, a competitive total rewards package and believe in work/life balance. 

Under limited supervision, the Team Leader, New Business is responsible for providing day to day supervision, mentoring and training to a team of five New Business Coordinators (direct reports) as well as monitoring and ensuring that work is completed accurately and in accordance with established service standards.  In addition, this position is responsible for new hire training and management of the unit’s workflow.

Summary

Under limited supervision, the Team Leader, New Business is responsible for providing day to day supervision, mentoring and training to a team of five New Business Coordinators (direct reports) as well as ensuring that work is completed accurately and in accordance with established service standards.  In addition, this position is responsible for new hire training and management of the unit’s workflow.

Responsibilities

• Completes initial review and approval of new groups and plan amendments, including grandfathering approval and coordination of coverage details for new plans with carriers.
• Manages workflow and direct reports to ensure adherence to all New Business standards such as accuracy requirements and five day turnaround.
• Supports team by acting as a technical and procedural resource; resources answers and determines solutions to address complex system processes and troubleshoot problems.
• Manages the team through ongoing coaching and feedback and through the formal performance management process.
• Reports monthly to Manager on turnaround times, volumes and service metrics for all new business and plan amendments.  Identifies trends and offers input.
• Maintains accurate and up-to-date procedures manual for the unit, develops process descriptions and training materials as needed.
• Acts as subject matter expert for Information Systems projects.
• Interviews and makes hiring decisions, and develops training plans and conducts training for new hires.
• Completes ad-hoc client requests and internal reporting, as needed.
• Supports team by assisting with data entry and updating during peak periods.

Qualifications

• Post-secondary education
• Minimum of two to three years of previous work experience in an office environment
• Group benefits experience is required
• Minimum of one year experience formally supervising a team or equivalent, including performance management
• Demonstrated leadership, communication and interpersonal skills and the ability to successfully train new hires are required
• In depth knowledge of database and word-processing software, and strong Microsoft Office and keyboarding skills, are necessary
• Must be detail oriented, have strong analytical and problem solving skills, and possess the ability to understand, interpret and explain policies and procedures

If you are interested in joining our team of dynamic professionals please send your resume to careers@encon.ca.

We are looking for a sales professional with a successful record of achievement to develop and build business in the Greater Vancouver region.    We are a growing company offering unique products with clear competitive advantages. 

The ideal candidate will be a creative, high-energy and self-motivated individual. Your qualifications should include:

-          Post secondary education or equivalent work-related experience.

-          Ability to meet the provincial licensing standards

-          Excellent communication and interpersonal skills

-          A mathematical aptitude

-          And a sincere desire to believe in, sell and service our products.

We will provide you with an industry leading formal training program to gain the level of knowledge necessary to successfully perform the duties of a Federated Insurance Sales Professional. You will develop in areas of product knowledge, communication and sales techniques to prepare you for future field assignments.  We provide you with excellent and experienced sales support staff to mentor your marketing activities and we will provide you with the tools you need to succeed.

Your remuneration consists of a salary, commissions and various other incentive and bonus opportunities. We also provide a comprehensive Total Rewards benefits package.

Interested applicants are invited to visit our website at www.federated.ca to learn more and to apply on-line or email your resume to HR@federated.ca. We thank all applicants; however, only those under consideration will be contacted.

Are you interested in working for a big company that acts like a small company?

Are you energetic, always looking for a better way to do things, solution oriented and creative?

Are you a team player who wants to make an impact on the organization by developing employees and building a strong team?

Do you have well developed decision making skills?

Are you analytical and results oriented?

Do you enjoy working with people, having fun but also having a high degree of autonomy?

Position Overview

The Commercial Lines Manager will be responsible for managing and directing Commercial Lines underwriting operations for the assigned territory in accordance with the commercial vision and strategy. The successful candidate will monitor employee performance; provide guidance as necessary; identify training needs and develop plans to ensure that all employees have the skills and knowledge required to achieve regional and corporate objectives. The Commercial Manager will assist in the underwriting of risks in the territory as required, and ensure that all risks underwritten meet established standards and that ensure adherence to corporate guidelines. The Manager will be expected to develop, implement and monitor broker development, financial and other business plans for the assigned territory.

Position Duties

• Manage and co-ordinate commercial lines operations in the assigned territory to achieve regional objectives of service, profitability and growth
• Direct and assist underwriting staff in the underwriting of more complex risks, and approve risks beyond individual authority levels as required, to ensure that quality business is selected and written
• Develop and monitor commercial lines business and financial plans for the assigned territory to ensure that regional goals and objectives are achieved
• Develop, implement and monitor broker management and development plans. Actively oversee the performance management of assigned brokers and ensure compliance with underwriting and corporate guidelines, standards and procedures
• Lead the underwriting team in the successful execution of the regional business plan for profitability, growth and achievement of service standards and work closely with Field and Head Office Underwriting Management to create and maintain the region’s annual business plan. 
• Recruit new employees and identify and provide training and development opportunities, coaching, mentoring and guidance for all team members.
• Maintain continual personal development in the areas of people management, leadership and commercial lines technical ability.
• Direct the regional process of monitoring and responding to the competitive market environment, identifying business challenges and opportunities and oversees communications and actions to resolve or capitalize accordingly
• Develop, communicate, implement, and monitor the region’s annual commercial lines business and direct operating expense plans. Oversee successful execution at the underwriting team and broker levels.  Analyzes inconsistencies and develops action plans as necessary to address variances to plan, and to achieve profit, production and retention objectives.

 Position Requirements

• Minimum - Two year post secondary diploma in insurance or business related field, or CIP designation
• Minimum - Four years of progressive insurance experience with exposure to broker management and marketing OR an equivalent combination of education and experience. 
• Demonstrated ability to lead and motivate staff
• Ability to select, underwrite and manage large and/or complex commercial accounts.
• Knowledge of commercial products and policy wordings
• Skills in account development and analysis; selling and negotiation; forecasting and planning; broker development and management; delegation; coaching and counseling and interviewing
• Knowledge of business practices and management principles; knowledge of management styles and techniques; knowledge of workflow distribution and control processes; knowledge of corporate goals and objectives;
• Knowledge of broker/insurance company relationships; competitors and the insurance market; political and business environments;
• Computer literate, (i.e., Windows, PMS, Microsoft Office Word, Excel and PowerPoint)

Are you interested in a position that would be responsible for creating and coordinating a Commercial Lines Product Development Strategy?

Can you think outside the box to manage the development and revision of commercial lines products and wordings?

Do you have management skills that would enable you to lead, coach and mentor senior technical staff in connection with product and wording initiatives?

JOB DUTIES

• Develop new products and wordings and recommend and implement changes to existing commercial lines products, wordings and pricing through focus groups and research, to generate business opportunities and ensure a high level of profitable growth.
• Establish and coordinate the efforts of a cross-functional team to provide product and pricing and marketing materials as the regions may require to effectively develop the business.
• Coordinate commercial product development and systems work with the Business Solutions team to ensure accurate and timely implementation of product and rate revisions and a high degree of profitable production and growth.
• Develop business objectives and timetables for existing commercial products, to assist in the development and implementation of the annual business plan and budget.
• Complete regular competitor analysis to ensure product competitivenes



SKILL AND EXPERIENCE REQUIRED

Education:

Minimum three year university degree or Insurance Institute designation (a college diploma with an insurance or business focus is an acceptable alternative to a university degree).

Experience:

• Minimum ten years progressive commercial lines underwriting experience
• Management experience is an asset.   
• An equivalent combination of education and experience may be considered.

Technical Skills:

• In depth knowledge of commercial lines automobile and property casualty underwriting, including rating structures.  
• Ability to underwrite complex accounts.
• Ability to create and/or review commercial policy wordings and endorsements to ensure clarity of intent.
• Understanding of the regulatory process, including all underwriting rules and, where necessary, filing requirements.   
• Ability to analyze loss experience, and formulate rate and product recommendations.
• Computer literate and comfortable with Microsoft Office software

Performance Skills:

• Technical ability, organization and planning, results oriented.
• Work with a high degree of autonomy but also posses the ability to work in a collaborative team.

The successful candidate will be involved in the strategic direction of one of our client's key software products.

In order to make valid suggestions for product modifications, the Program Manager just understand the various pain points for insurance companies and have an understanding of how our client's product can alleviate these problems. The ideal candidate will have worked for another insurance software solution provider or for an insurance carrier or brokerage.

Primary Responsibilities:

PRODUCT MANAGEMENT

• ·          Review and ensure that new enhancements align to platform strategic direction;
• ·          Formulate business requirements in conjunction with internal and external stakeholders to meet market requirements;
• ·          Manage the development project, including prioritizing features, manage the product backlog and organize daily work for development, business analysis and quality assurance teams.

BUSINESS ANALYSIS

• ·          Oversee the preparation of solution designs, application specifications and test strategies for all development items;
• ·          Validate the overall quality & consistency of specifications created by the analysts;
• ·          Conduct business and functional specification reviews and sign off sessions;
• ·          Validate that business requirements are satisfied during the user acceptance phase;
• ·          Support the Quality Assurance efforts including reviewing of project’s test plans.

TEAM MANAGEMENT

• ·          Coordinate the Scrum team including daily Scrum meetings, sprint planning sessions and sprint retrospectives;
• ·          Directly manage a team of 2-3 Business Analysts including performance evaluations.

Requirements & Competencies:

• ·          Mandatory: 5 – 10 years’ experience in the insurance domain working with insurance software solutions;
• ·          Mandatory: 2 – 3 years’ experience in a Product Management role (Business Analysis an asset);
• ·          1 – 2 years’ experience working in an Agile environment;
• ·          Excellent communication skills in English including the ability to write business cases and product specifications as well as presenting information to large groups;
• ·          Proven ability to lead a team without direct line authority;
• ·          Ability to direct project & status meetings effectively.

Our client is an equal opportunity employer that offers a fast-paced and dynamic environment.  Our client`s employees enjoy competitive salaries, a profit sharing program, group benefits, an education & tuition assistance program, and much more.

To provide front-line customer service of Personal Lines policies and taking responsibility for the retention and account development of existing clients, quoting and placing new business as required.

Must be able to work extended hours (between 8am and 8pm) and Saturdays

Primary Objective/Duties of position:

• Servicing on-going client needs, advising on insurance matters, conduct needs assessment, recommending solutions, answering inquiries, conduct care calls and process renewals
• Selling new policies/writing new business to existing or new clients, retaining existing book of business
• Quoting new business through outbound call initiatives, introductory letters and receiving walk-in clients
• Contacting Underwriters and Adjusters to discuss guidelines and policy
• Preparing documentation for insurers, completing applications for clients, issuing insurance certificates, processing changes and reviewing renewals
• Keeping current on underwriting rules and workflow processes
• Actively participate in training initiatives
• Participate in community marketing initiatives

The ideal candidate will possess the following qualifications:

• High School and/or Post-Secondary Education
• 2 years of prior insurance experience
• RIBO licensed
• Exposure to Agency Manager is an asset
• Proficient in MS Office – Word, Excel, Outlook
• Excellent customer services skills and adept in conflict resolution
• Demonstrated ability to handle multiple priorities successfully
• Strong analytical and organizational skills
• Excellent verbal and written communication skills

Application Process:

If this opportunity interests you, please apply by emailing your resume and cover letter including salary expectations to: recruitment@brokerlink.ca

Please also indicate the position and location in the subject heading.  We thank all applicants for their interest, but only those selected for an interview will be contacted.

 At BrokerLink, we know there’s more to your decision about where you work than just the work itself.  We know that helping our people achieve their career goals in a culture that offers growth and balance is what sets us apart.  Our commitment to our employees is to offer workplace benefits that set the standard for them and their families.  Along with a professional and fulfilling work environment, we provide competitive compensation, comprehensive benefit programs and a commitment to ongoing professional development.

Primary Objective/Duties of position:

• Providing customers with prompt service by providing advice, helping customers understand insurance, discussing customer concerns
• Receiving and processing all incoming Commercial paperwork
• Assisting with quotes to customers, writing new business, reviewing existing coverage and updating customer file information
• Preparing documentation for insurers, completing applications for new clients, issuing insurance certificates
• Processing of endorsements, invoicing, and following up on payments
• Communicating with Insurance companies, negotiating with underwriters on customers behalf, negotiating renewal of terms, following up with Adjusters on claims status
• Sourcing and obtaining additional information requested by the underwriter and completing applications

The ideal candidate will possess the following qualifications:

• High School and/or Post Secondary Education
• Minimum of 2 years commercial insurance experience including property and automobile
• RIBO Licensed
• Exposure to Agency Manager is an asset
• Exposure to Policy Works is an asset
• Strong customer focus
• Demonstrated ability to handle multiple priorities successfully
• Strong analytical and organizational skills
• Excellent verbal and written communication skills

Application Process:

If this opportunity interests you, please apply by emailing your resume and cover letter including salary expectations to: recruitment@brokerlink.ca 

Please also indicate the position and location in the subject heading.  We thank all applicants for their interest, but only those selected for an interview will be contacted.

At BrokerLink, we know there’s more to your decision about where you work than just the work itself.  We know that helping our people achieve their career goals in a culture that offers growth and balance is what sets us apart.  Our commitment to our employees is to offer workplace benefits that set the standard for them and their families.  Along with a professional and fulfilling work environment, we provide competitive compensation, comprehensive benefit programs and a commitment to ongoing professional development.

To provide front-line customer service of Personal Lines policies and taking responsibility for the retention and account development of existing clients, quoting and placing new business as required.

Primary Objective/Duties of position:

• Servicing on-going client needs, advising on insurance matters, conduct needs assessment, recommending solutions, answering inquiries, conduct care calls and process renewals
• Selling new policies/writing new business to existing or new clients, retaining existing book of business
• Quoting new business through outbound call initiatives, introductory letters and receiving walk-in clients
• Contacting Underwriters and Adjusters to discuss guidelines and policy
• Preparing documentation for insurers, completing applications for clients, issuing insurance certificates, processing changes and reviewing renewals
• Keeping current on underwriting rules and workflow processes
• Actively participate in training initiatives
• Participate in community marketing initiatives

The ideal candidate will possess the following qualifications:

• High School and/or Post-Secondary Education
• 5 years of prior insurance experience
• RIBO licensed
• Exposure to Agency Manager (TAM) is an asset
• Proficient in MS Office – Word, Excel, Outlook
• Excellent customer services skills and adept in conflict resolution
• Demonstrated ability to handle multiple priorities successfully  
• Excellent verbal and written communication skills
• Strong Sales skills are an asset

Application Process:

If this opportunity interests you, please apply by emailing your resume and cover letter including salary expectations to: recruitment@brokerlink.ca

Please also indicate the position and location in the subject heading.  We thank all applicants for their interest, but only those selected for an interview will be contacted.

At BrokerLink, we know there’s more to your decision about where you work than just the work itself.  We know that helping our people achieve their career goals in a culture that offers growth and balance is what sets us apart.  Our commitment to our employees is to offer workplace benefits that set the standard for them and their families.  Along with a professional and fulfilling work environment, we provide competitive compensation, comprehensive benefit programs and a commitment to ongoing professional development.

Forward thinking professionals with strong people skills who want to be recognized for their efforts are encouraged to apply!  Resumes can be submitted to careers@allperilsclaims.com

We are excited about the opportunities that will arise as we grow and are looking for people who will be just as excited to be an integral part of our growing team!

The Account Manager will support production goals and growth initiatives of the Construction Unit by providing excellent technical advice and service to potential and existing clients. This will be accomplished by proactively developing new business liaisons, creating rapport with current clientele and maintaining constructive relationships with our insurance markets to support productivity.

Client Service

• Gather relevant information from Clients to prepare complete and accurate underwriting submissions
• Identify when in-person meetings are necessary and follow through
• Analyze risks to match markets with Clients to obtain the best fit for a sustainable relationship
• Identify coverages both required and available to protect our Client’s interests
• Respond to inquiries/requests in a timely and professional manner to maximize client retention
• Advocate our Client’s interests to our insurance markets

Documentation

• Ensure risks are placed and documented in accordance with RIBO and departmental standards
• Maintain current Account Receivables status – no accounts outstanding over 30 days. Ensure accounts are placed on direct bill when possible.
• Maintain Policy Works and TAM System with current information and documentation – the file should stand on its own
• Obtain required signed applications and statements on a timely basis
• Provide direction to Account Assistant to ensure accurate document issuance

Development

• Continually improve technical and soft skills by attending relevant seminars or courses
• Maintain currency on market developments, wordings and appetites
• Manage a portfolio of accounts meeting departmental volume and service commitment
• Provide monthly up-dates on New Business to Target, Account Receivables and other relevant data
• Influence team success through positive attitude and willingness to pitch in
• Mentor Associates/Assistants

Required Skills

• Strong administrative skills
• Detail oriented and goal focused
• Decision-maker, Team Player with ability to multi-task

Experience Required

• Post-Secondary Education or Commensurate experience
• RIBO Licensed
• 5 + years Commercial Insurance Broker experience as a Customer Service Representative
• CIP or CAIB or working towards
• Proficient in MS Office Suite and TAM database experience is an asset

-         Responsible for all aspects of an assigned book of house business based on Alpha Split.

-         Providing professional customer service at all times.

-         Processing new policy applications, renewals, endorsements and follow-ups in an accurate and timely manner.

-         Reviewing renewals for adequacy of coverage, which may include remarketing, if necessary.

The successful candidate meets the following requirements:

-         RIBO licensed.

-         Minimum 2 years experience as a Personal Lines CSR in a RIBO Licensed brokerage.

-         Conscientious, with a strong attention to detail and high level of organization and accuracy.

-         PowerBroker and CompuQuote knowledge.

-         Excellent verbal and written communication skills.

-         Proficient computer skills and working knowledge of Microsoft Office programs.

-         Ability to multi-task, prioritize and follow-up on uncompleted tasks in a timely manner.

-         Working knowledge of company portals.

-         Working knowledge of EDI uploads and downloads.

-         Able to work in a “paperless” environment.

-         Self-starter and team player.

-         Bilingualism an asset

If you are looking for a Personal Lines role with a great team, we ask that you submit your resume to: leah.golden@standrewsinsurance.com

Please note that while all applications are considered, only those applicants chosen for an interview will be contacted.

Are you interested in working for a big company that acts like a small company? 

Do you consider yourself to be energetic, solution oriented and creative? 

Are you service oriented, analytical, results oriented and skilled at decision making?  

Are you a team player who wants to work as part of a high functioning team to achieve goals but still have fun? 

Position Overview

• Be responsible for the development and successful execution of broker and territory level business plans, for an assigned field and in accordance with the regional commercial business plan for profitability, growth, retention and service standards.
• Lead broker performance management activities for assigned commercial lines brokers.
• Identify opportunities and find solutions for new commercial and regional program business, and develop of productive and successful working relationships with assigned brokers.
• Make risk selection decisions within assigned level of authority.

 Position Duties                                                                                      

• Underwrites new and existing business with a focus on the development of new commercial business and retention strategies for key renewals. 
• Builds and manages commercial business relationships for an assigned field of brokers and conducts broker calls as appropriate to strengthen relationships and achieve planned objectives.
• Leads and trains members of underwriting team on technical and service issues to ensure continual development of employees to achieve underwriting team business plan and regional objectives.
• Monitors and identifies competitive position in the market for product, price, and service on an ongoing basis and proposes strategies to improve or maintain relativity as appropriate.
• Develops, communicates, implements, monitors the annual underwriting team business plan for each assigned broker as part of the broker performance management process. Analyzes inconsistencies and develops action plans as necessary to address variances to plan, and to achieve profit, production, and retention objectives.

Position Requirements 

• Successful completion of University degree or two year college diploma in an insurance or business related field and five C.I.P. courses OR a Chartered Insurance Professional (CIP) designation;
• Four years of progressive mid market commercial underwriting experience (property and casualty experience mandatory with preference given to candidates who also have auto experience)
• Demonstrated broker management and marketing experience;
• Ability to select, underwrite and manage large commercial accounts;
• Knowledge of commercial products and policy wordings;
• Account development and analysis skills; selling skills; knowledge of regional objectives; negotiation skills;
• Knowledge of broker/insurance company relationships and the ability to apply this knowledge to underwriting of an account;
• Broker management and development skills;
• Knowledge of competitors and the insurance market;
• Knowledge of political and business environments and the ability apply this knowledge to underwriting issues;
• Computer literate (i.e. PMS or Business Handling Systems, Microsoft Office including Word and Excel);
• Excellent oral and written communications

Would you like a challenging role where you will get
compensated for your contribution to the brokerage and may with proven results,
and board approval, become eligible for partnership status?

Would you like to lead, by example, a group of
Account Executives who are dedicating their sales efforts to the growth of  market share in the Construction economic
vertical (“Niche”)?

Can you accomplish this but maintain responsibility
to meet your own new business growth targets as well as to provide service to,
and renew, a book of Commercial business?

POSITION DESCRIPTION:

PRACTICE LEADERSHIP:

1. Organize and chair meetings on a regular basis with the practice team and its members to
   plan and execute strategy and tactics to exceed targets for new business
   growth, as well as retain and add other types of policies to the programmes of
   existing customers.
2. Regularly meet with less-experienced sales people and take them on calls and/or accompany
   them on calls to foster development of their skills.
3. Contributeand / or provide editorial over-sight to brokerage blogs on topics relevant to
   the niche; actively participate in social media discussions on relevant topics
   within the vertical.
4. Represent brokerage at events within insurance industry or niche; develop reputation as a thought leader in the field.

NEW BUSINESS

1. Following the brokerage sales system, demonstrate industry knowledge within the niche
   market(s) and know how to present insurance products within that niche;
2. Identify prospective clients through referrals and other prospecting techniques and
   secure face-to-face appointments;
3. Present  to prospects and secure letters of engagement
   as the Broker of Record;
4. Develop submissions, for engaged clients, (in conjunction with the Marketing Department)
   to insurance markets that will meet the present and emerging needs of the
   client;
5. Close the sale of insurance products to the client.

RENEWAL BUSINESS

1. Provide (or arrange for the provision of) value-added services designed to reduce the
   total cost of risk for the client;
2. Maintain active liaison with the client and awareness of the issues in the relevant
   industry(s);
3. Prepare annual reports to management for clients as their policy terms near renewal;
4. Work collaboratively with an Account Manager to arrange for presentation of renewal
   terms and/or re-marketing strategies to the client; complete the placement of
   the renewal.

GENERAL

1. Record all client/prospect contact in the Activity section of the SigXp broker management system;
2. Prepare weekly sales activity reports for timely review by the President;
3. Actively participate in meetings with President and members of the Commercial Sales
   team;
4. Identify opportunities for, and facilitate the ability of, other members of the
   organization to provide service or products into the client organization, such
   as individual or group policies for business principals, Directors or
   employees;
5. Trade-off small accounts on a periodic basis to minimize the total number of client
   relationships required to maintain book of business at expected levels.

REQUIRED QUALIFICATIONS:

This role is available to Account Executives who have a minimum book of $500,000 in brokerage revenue per year or more;

R.I.B.O. licensed and likely possessing a CIP designation

A valid Driver’s License

COMPENSATION MODEL:

Draw against earned commission on both New Business and Renewals; Commission escalators for concentration of business and cross-selling;

Incentive plan related to Revenue growth beyond targets (for both self and the “Practice”) and growth in Brokerage Value;

Eligible for partnership, subject to Board approval.

Are you technically strong in Property underwriting?

Do you understand the competition and marketplace?

Are you known in the broker community for providing exceptional customer service and meeting deadlines?

Would brokers say you are great at building and maintaining relationships?

POSITION SUMMARY:

Reporting to the VP of Property, this position will be responsible for the profitable development, underwriting, service and retention of a portfolio of Commercial Property business

DUTIES AND RESPONSIBILITIES: 

• Develop and expand property client base
• Service and maintain existing property accounts
• Implement state-of-the-art proposals and presentations
• Work with other business units to leverage multi-line business
• Expand business relationships with Brokers
   

REQUIRED SKILLS:

• Strong underwriting background with a good understanding of Property products.
• Strong business and inter-personal communication skills
• Highly developed organizational and decision-making skills
• Experience with independent  brokers
• Highly motivated, creative self-starter with strong analytical and marketing skills
• Negotiation and business development skills
• Understanding of financial statements and transactions an asset
• 5 – 10 years relevant experience
• University degree preferred

We are Canada’s Placement and Recruiting Agency for the Insurance Industry. We have over 20 years experience specializing in the field of Insurance positions at all levels. Our clients include Insurance Companies, Brokers, Independent Adjusting firms, Government Agencies and Suppliers to the Industry both on the Property/Casualty and Life Insurance segments. Our Head Office is located downtown Toronto.

We are growing again due our success and a high volume of job opportunities with our clients. Our approach is to provide our Clients and Candidates excellent Customer Service. Our long term established clientele will assure your success. This is a unique role for a self starter, independent hunter who's thrust for success will drive them to new heights while leveraging your business acumen with the existing Insurance Team and the vast resources available to you via Insurance Career Network.

As a Full Cycle Recruiter, you will own the client relationship while working closely with select candidates primarily at an intermediate to senior level. As a consultant recruiter your role will be to source, recruit and identify qualified and suitable candidates for our clients. You will develop and manage a portfolio of accounts and work closely with the clients to develop strong relations. You will network, conduct interviews, present candidates for job opportunities and obtain references.

QUALIFICATIONS

Insurance experience is preferred in Property and Casualty or Life .

5 years experience working as a recruiter . excellent sales and customer service skills .

Strong computer skills .

A proven sales track record

If you are looking for an opportunity to work in a highly rewarding and lucrative field please send your resume to francis@insurancecareernet.com or call (416) 703-5120.

We would like to thank all applicants. Only those being considered will be contacted.

Reporting to the Director of Underwriting, the Commercial Lines Manager is responsible for the supervision of an Underwriting Team providing clear leadership and direction in a dynamic work environment.  Has direct responsibility to execute underwriting policies, practices and procedures efficiently and effectively within established standards.  Always displays corporate values, contributes to profitable underwriting growth and supports business objectives. 

Responsibilities:

• Lead the daily underwriting operations of a small team of underwriters.
• Ensure compliance with underwriting rules, guidelines, policies and practices as well as local, provincial and federal regulations and laws governing the insurance industry.
• Manage daily workflow distribution and produce status reporting. 
• Recommend and implement business process improvements to manage underwriting workload. 
• Coaching, mentoring, training and development of underwriting staff. 
• Measure underwriting service and quality standards.
• Encourages openness and clear communication in others by example
• Responsible for implementing new policies and procedures, conducting regular audits and ensuring compliance with all existing policies and procedures.
• Technical resource to handle complex accounts in excess of Underwriting Authority 
• Participate in insurance industry functions and memberships.

Requirements:

• Extensive background in commercial lines underwriting.
• Experience in product development.
• Strong technical underwriting knowledge of commercial lines.
• Possesses strong product knowledge and policy wordings and has thorough knowledge and understanding of industry environment.
• Ability to make sound business decisions based on those wordings
• Ability to determine best practices and enhance business processes for continuous improvement.
• Exceptional analytical skills and portfolio analysis to recognize trends paying close attention to detail.
• Experience in developing underwriting training manuals.   
• Ability to communicate openly and effectively at all levels
• College or University Degree in related field is required.
• CIP designation and working towards FCIP. 
• 5-8 years underwriting experience with a minimum 1 year in Supervisory/Leadership in Commercial Lines.
• Excellent people leadership skills
• Above average written and verbal communication skills
• Effective analytical, problem-solving and decision making skills
• Highly competent using office applications, Word, Excel and PowerPoint.
• Highly organized and ability to multi-task

For additional information on this exciting opportunity, please contact Colett at (416) 761-1048 or email at colett@williamsalton.com.

Williams Alton and Associates is a boutique firm that creates synergy through innovation, dedication and the nurturing of valued relationships. We understand the niche market that we serve and our specialized services have been tailored to address your requirements. Our clients, candidates and stakeholders are our partners. If they are not satisfied we do not deem our efforts to be successful. By design we are agile, adaptive, and highly responsive to the needs of our partners and the ever-changing trends of our industry. We are a learning organization that strives to be the best as we lead by example and not by following others.

As a Broker Consultant, you will recruit and develop relationships with brokers, drive sales in the Greater Toronto Area and build awareness of our client’s niche Insurance products.

Key responsibilities include:

• Development of new business. Retention and expansion of existing business for the Canadian Office. The focus is on our client’s stand-alone products and group offerings.
• Achievement of sales targets in defined territory
• Appointing new brokers, managing relationships, training of brokers on our client’s product offerings, including running seminars
• Maintain external relationships with Brokers, Principals, Producers, Broker associations
• Maintain internal relationships with Regional Sales Manager, Sales Support, Marketing

Qualifications and Experience:

• Track record of strong sales performance
• At least 7 years of property and casualty insurance industry experience
• CIP or CAIB preferred
• Technologically proficient & internet savvy
• University/college degree or equivalent work experience
• Ability to work independently and in a team environment and function well under pressure.
• While normal working hours are 35 hours per week, the nature of the position would require occasional evening or weekend attendance at functions and conferences.
• Valid Driver’s License

Remuneration and benefits:

• Competitive salary, group benefits, and variable compensation based on achievement of sales targets.

Your previous experience in managing an insurance call centre, superior people skills, enthusiasm in simultaneously managing a variety of projects, combined with the ability to stay organized and focused, will be instrumental in leading the call centre staff in achieving their objectives. 

Key Accountabilities:

• Overall responsibility for the leadership of the insurance call centre operations for the various assigned product lines, to significantly improve the customer experience and to grow the business within specific production targets.
• Determines call center operational strategies by conducting needs assessments, performance reviews, capacity planning, and cost/benefit analyses; identifying and evaluating state-of-the-art technologies; defining user requirements; establishing technical specifications, and production, productivity, quality, and customer-service standards; contributing information and analysis to organizational strategic plans and reviews.
• Maintains and improves call center operations by monitoring system performance; identifying and resolving problems; preparing and completing action plans; completing system audits and analyses; managing system and process improvement and quality assurance programs; installing upgrades.
• Meets call center financial objectives by estimating requirements; preparing an annual budget; scheduling expenditures; analyzing variances; initiating corrective actions.
• Prepares call center performance reports by collecting, analyzing, and summarizing data and trends.
• Provides guidance and be the technical resource for the staff.
• Leads and communicates the organization?s strategy and goals to frontline and supervisory team members.
• Facilitate change within the team and provides regular communication updates on progress against performance targets
• Identify process improvement opportunities to increase efficiency and effectiveness of team and still maintain an exceptional level of service to the customer.
• Liaison with other departments and teams of the company to ensure effective and aligned operations.
• Analysis of reports including team performance reports and initiating appropriate action plans.
• Build and sustain teams which are capable of delivering the performance required for the group, including coaching and the creation and implementation of training and development plans.

Requirements:

• Property Casualty insurance call centre experience required.
• Experience in underwriting or brokerage environment is required.
• Strong interpersonal skills, self-confidence, leadership capabilities
• The ability to communicate in a clear, simple, constructive and effective fashion
• A strong customer-oriented approach
• Good decision making and problem solving skills in a changing environment
• A college or university degree, combined with the CIP is required.
• Consistent individual with the ability to work and communicate with people across organizational units
• Strong implementation skills and problem solving approach.
• Expert knowledge of call centre service procedures.

For additional information on this exciting opportunity, please contact Colett at (416) 761-1048 or email at colett@williamsalton.com.

Williams Alton and Associates is a boutique firm that creates synergy through innovation, dedication and the nurturing of valued relationships. We understand the niche market that we serve and our specialized services have been tailored to address your requirements. Our clients, candidates and stakeholders are our partners. If they are not satisfied we do not deem our efforts to be successful. By design we are agile, adaptive, and highly responsive to the needs of our partners and the ever-changing trends of our industry. We are a learning organization that strives to be the best as we lead by example and not by following others.

What you will achieve in this role:
-Negotiating terms and conditions with brokers for new and renewal commercial property insurance policies
-Be accountable for all aspects of the business including profitability, renewal retention, new business production, expense management and customer service
-Follow the underwriting philosophy of the organization
-Adhere to the administrative and underwriting guidelines and processes of the Specialty Property team within GSL

What you bring to this role:

Other Information:

Applicants agree that by providing personal information in response to this ad, and otherwise in any recruitment process with RSA or its affiliated companies (the ¡§Company¡¨) such personal information may be retained and used for a period of one (1) year from the date of this application, for the purpose of consideration for employment opportunities which may arise during that time period, unless an applicant notifies the Company to the contrary.We thank all applicants. However, only those selected for an interview will be contacted.We invite you to learn more about us at our Career Site, www.rsagroup.ca, where you can apply on line. RSA values diversity.

Please apply by creating a career profile and uploading your resume to our website: www.johnson.ca
We thank all applicants. However, only those selected for an interview will be contacted.

Forward thinking professionals with strong people skills who want to be recognized for their efforts are encouraged to apply!  Resumes can be submitted to careers@allperilsclaims.com

We are excited about the opportunities that will arise as we grow and are looking for people who will be just as excited to be an integral part of our growing team!

Leadership

Leads and develops team members through coaching, career development and succession planning. For example,

• Implements sales and service leadership practices such as observational and results coaching standards, sales and operational team meetings to meet Member experience, financial health, productivity, risk management and engagement goals
• Supports team members career development plans to meet the team’s licensing needs, succession planning and personal career goals
• In collaboration with the Manager, Service, creates an engaging and positive working environment through recognition, motivation, trust and integrity

Member Experience

• Meets Member experience standards such as Member satisfaction, AAA/CAA auto travel satisfaction, Member conversations, Member/customer documentation and escalations
• Communicates Member experience standards through planning and employee conversations (team meetings, huddles, coaching practices) etc.

Operational Excellence

Responsible to meet all quality standards such as:

• Audit and underwriting standards to minimize risk and limit errors and omissions
• Effective workforce management to optimize resources during all hours of operation (Monday to Saturday)
• Accurate processing and documentation
• Sales productivity goals per FTE
• If you are the supervisory level 3 for the sales location, you are also responsible to the Insurance Council of BC for the activities of this location and to ensure that your team meets all regulatory requirements in relation to the sale of insurance products. Daily responsibilities for checking documents and inventory does not necessarily fall to the level 3 individual, but this responsibility still remains with the management team to designate as they see fit.

Human Resources Management

• Recruitment and retention of engaged and skilled sales team members
• In collaboration with other internal business partners, manages performance standards of team members
• Manages human resources processes through HR systems such as HRWare & Time & Attendance

Financial Health & Membership Growth

Responsible for implementing the location’s annual business plan to achieve the team and company’s annual financial goals for the acquisition of new business and retention of current business (Membership and Insurance) through the following:

• Responsible for insurance and membership sales, unit count and expense targets
• Responsible for membership growth targets
• Responsible to build Member relationships through multiple products per Member
• Responsible for sales and unit count per FTE targets
• Provides feedback on the annual budget

Community Involvement/Support

Increase the profile of BCAA in the community through support of the following:

• Engaging in activities that decrease your carbon footprint
• Participation in BCAA sponsored charities such as the Road Safety Foundation, Alexa’s Bus and the United Way
• Participation in professional development opportunities such as being a member of a Board or association

Education:

• Completion of post-secondary diploma or degree in business, communications or marketing or equivalent related work experience

Experience:

• Minimum three years at a supervisory or management level position in a retail, insurance agency or contact centre sales environment

Skills:

• Demonstrated sales coaching, leadership and business building skills
• Demonstrated experience with recruitment, selection and succession planning
• Proven ability to manage employee performance and change management
• Proven organizational, time management and multi-tasking skills
• Excellent verbal and written communication skills
• Proven attention to detail, analytical, problem solving and conflict resolution skills
• Proficient use of MS Office Suite
• Level3 general insurance license(or willing to obtain within a specified time period)

Background Check:

• Must successfully pass a background check, which may include a criminal, credit, and credential check.

Preferred Qualifications:

• Experience with supervising an Insurance Agency
• Level 3 licenced insurance agent or completion of CAIB 4
• Completion of Autoplan Essentials

Roles and Responsibilities:

• Input/Upload/Process personal lines new business & endorsements
• Act as a front line underwriter for the brokerage
• Provide professional customer service at all times
• Perform accurate processing of a large volume of insurance paperwork
• A strong attention to detail is essential

Qualifications and Experience

• RIBO licensed is a asset (not mandatory
• Must have one to two years of experience in personal lines insurance
•  Brokerage is also will to train the right individual
• Must have very strong communication skills over the phone and in person and be able to communicate professionally with a wide range of clients
• Must have a great deal of initiative and be able to work both in a team and independently
• Word and Excel skills are required

Comma Recruitment are looking for excellent customer service reps to work at a busy brokerage, ideally with an insurance background and with a RIBO license or working towards.

Strong customer service skills and excellent communication and telephone manner.

Working on existing accounts, taking incoming calls and processing applications, administration, policy amendments and upsell and cross selling new products.

Full time opportunity with salary of $40,000 - $50,000 depending upon experience.

Please forward resume to info@commarecruitment.ca    

This opportunity is with a mid sized brokerage in Mississauga.  The level of responsibility would be somewhere between working in the small business unit  and mid sized markets.  The book would be just under $1M with garages, builders, restaurants, etc.   Good Benefits. Great Environment.   Great for someone who has been in a small business unit and want to continue to move forward. 

The Claims Assistant will provide administrative assistance to the SIU department by compiling data, reporting, assigning files or tasks and processing payments.

The SIU Claims Assistant will aid in analyzing data and assessing cases to identify fraudulent transactions through managing work queues within the company fraud management system. This includes analyzing loss data and documentation received from various lines of business & linking similar losses.

Assess new fraud events and conduct preliminary investigations using the company fraud management system.

Responsibilities  

•             Analyze data to identify fraudulent transactions utilizing company fraud management system and eliminate the false positive cases.

•             Process payments by determining appropriate coding of invoices submitted by vendors.

•             Assign work to investigator’s queues based on established fraud systems and procedures.

•             Compile data and prepare reports for the SIU and SHU teams as well as senior management.

•             Assume additional responsibilities and participate in special projects as requested.                      

Qualifications

•   Bilingual, fluent in French and English
•   Strong investigative and problem solving skills;
•   Excellent written and verbal communication skills; 
•   A knowledge of Claims is an asset;
•   Ability to think and react in a high-energy, fast-paced environment;
•   The ability to manage and review multiple events while performing at an acceptable level.  

Please forward resume to info@commarecruitment.ca    

The Transportation Account Manager role is to assist the Producer with providing
insurance solutions to existing trucking clients. The successful candidate will require:
above average service and communication skills, planning and organization abilities, and
the capability to meet service time lines.
 
Qualifications:
• 3 years experience in Insurance (Commercial experience an
asset)
• Work well in a team environment
• Working knowledge of Tam, Microsoft Word, Excel an asset
• Current RIBO license necessary
• Must be able to prioritize work and work under pressure
• Must be professional, courteous
• Strong organizational and time management skills are required
• Excellent verbal & written communication skills
• Strong attention to detail & accuracy
• CAIB, CIP, CRM designations would be an asset
 
Key Responsibilities:
• Process new business, renewals, endorsements and
cancellations
• Update underwriting information
• Have pre-renewal meeting with Producer
• Prepare pre-renewal client material
• Prepare proposals
• Bind coverage and order Policies
• Check and send out policy documents
• Prepare insurance binders, invoices & billing material
• Arrange premium financing quotes & contracts
• Review lease and other contracts
• Respond to client inquiries & requests
• Correspond with underwriters
 
 
 

The successful candidate will be an experienced Casualty Underwriter possessing strong technical and interpersonal skills.

Purpose of Position:

This position plays a key role in the implementation and execution of head office underwriting strategies, policies, programs, projects and services required to build our client’s core business.

Functional Relationships:

The position is required to build and maintain the following relationships:

            Internal: Head Office Underwriting Team, Regional Vice Presidents, Senior Management Team and National Underwriting Team

            External: Key brokers, clients, reinsurers

Key Accountabilities and Responsibilities:

• ·   Implement the Company underwriting strategy: philosophy, authority, control and accountability.
• ·   Build trilateral relationships, negotiating sound business deals through trilateral relations with: customers, brokers, and reinsurers
• ·   Respond to specific underwriting referrals from Regional Vice Presidents and underwriting staff
• ·   Determine whether submissions meet the Company’s eligibility requirements
• ·   Recognize hazards unique to each risk and apply sound underwriting judgement
• ·   Provide feedback and recommendations to improve Corporate processes and results
• ·   Complete underwriting quality reviews and provide effective feedback to Regional Vice Presidents and Head Office Underwriting Manager
• ·   Maintain current high degree of expertise in the designated speciality area and remain current and up-to-date with appropriate legislation, business conditions and competitive environment
• ·   Provide timely guidance and advice to the Regions on complex business risks
• ·   Train, coach and act as an internal consultant to staff and other stakeholders

Skills, Education, Knowledge and Experience:

• ·   University degree, college diploma or equivalent experience that provides a basis to independently manage complex work
• ·   CIP/FCIP coupled with 8-10 years of progressive commercial property and casualty underwriting experience
• ·   Understanding of financial management methods, the nature of insurance risk and reinsurance programs
• ·   Experience in underwriting, commercial insurance product design, production and delivery, calculating and directing appropriate pricing and underwriting coverage, in a manner that aligns to the corporate underwriting strategy
• ·   Sound broker management
• ·   Excellent communication, analytical, organizational, negotiating and interpersonal skills
• ·   Well developed business acumen and skills to build trilateral relationships, negotiating sound business deals with multiple constituencies: brokers, reinsurers, and end customers
• ·   Manage programs and projects on-time and on-budget
• ·   Exposure to Company’s core segments would be an asset

Competencies:

• ·   Manage complex, conflicting priorities and independently complete work in a hands-on fashion
• ·   Excellent communication, analytical, organizational, negotiating and interpersonal skills
• ·   Solve problems and make decisions individually and in groups: Facilitate consensus and mediate
• ·   Influence, sell and advocate, negotiate good business.
• ·   Work independently and integrate own work with others

Ability to present and/or facilitate group presentations

Commercial Insurance - Administrative Assistant

Reporting to the Director of Operations, you will be supporting our commercial insurance team. While this is an entry level position there may be opportunity to progress in the organization.

Duties include:

• Issuing commercial certificates of insurance in a timely fashion
• Preparing new and renewal policy documents, endorsements and binders of insurance
• Reporting and monitoring claims
• Responsible for reviewing renewals and determining if coverage is suitable or if any changes or upgrades should be offered
• Contacting insurance companies in a timely fashion for any late renewals, endorsements or any other documentation as required
• Keying new business applications into the company portals for various departments
• Process all incoming mail and other correspondence
• Process endorsements, new business, cancellations and reinstatements for other departments when necessary
• Assist with mailings or presentations as needed
• Perform back-up reception duties
• Assist with systems updates
• Other clerical functions as required

Knowledge, Skills and Experience:

• One (1) to three (3) years of relevant working experience
• RIBO license an asset
• Candidate must enjoy a dynamic, changing and high paced working environment
• Possesses superior verbal and written communication skills
• Possesses strong interpersonal skills
• Ability to handle multiple tasks using sound judgment and resourcefulness
• Strong organizational skills
• Be an integral part of a high performance team
• Ability to work with various software products necessary to complete tasks
• Experience with The Agency Manager (TAM) an asset

Salary commensurate with experience

To apply for this opportunity please email your resume mgaudet@ogilvy.ca  No phone calls please. 

We thank all applicants for their interest, however, only candidates selected for an interview will be contacted.   

Summary 

This position is involved in the day to day operations across all lines of business ensuring effective and timely processing of new, endorsement and renewal business. Leading a team of underwriting supervisors, underwriters and support employees, the Assistant Underwriting Manager, leads the development of employees, identifies and implements opportunities for efficiencies and manages the transaction service levels of the underwriting department.

 Duties and Responsibilities 

Organizational Effectiveness and Strategy

• Implement and support policies, guidelines, and procedures as established by the Underwriting Manager.
• Develop, co-ordinate and conduct the appropriate technical training for all underwriting employees.

 Management

• Accountable for developing and managing process efficiencies across all lines of business and transactions.
• Actively participates in ratemaking and product development processes and partners in the overall implementation of changes.
• Accountable for the implementation of the Underwriting file audit process and reporting.
• Partners in the implementation of recommendations of portfolio reviews.
• Accountable for timely reporting to regulatory and industry partners.

Employee Support and Supervision

• Provide leadership and technical support across all underwriting lines to a team of underwriters and support employees.
• Assist in overseeing the day-to-day operations of the underwriting teams, assisting employees in problems and coordinating workflow.
• Participate in the interview process and make recommendations to the Underwriting management team on the hiring of new employees.
• Assist the Underwriting management team in conducting performance appraisals annually.
• Conduct department meetings to review research, discuss technical issues and gather feedback on suggestions/recommendations for new products, rates and procedures.

Qualifications

• Post Secondary Education and/or completion of CIP/FCIP designation considered an asset.
• A minimum of 10 years experience with P&C insurance.
• Effective communication skills; verbal, non-verbal and written; and ability to communicate on all levels of the organization; presentation skills
• Excellent leadership and organizational skills are essential.
• A well-defined sense of diplomacy, including solid negotiation, conflict resolution, and people management skills.
• Good project management skills and the ability to motivate teams to produce quality work within tight timeframes.
• Sound morals, ethic and confidentiality with ability to develop trusting and effective working relationships with peers and employees.
• Ability to identify developmental needs of employees and provide coaching, mentoring, and assistance in goals.
• Strong computer literacy, proficiency in all Microsoft Office programs and Internet navigation.

Work Environment

With the open concept of our work environment, the incumbent must be able to handle noise distractions, privacy concerns, interruptions, minimal storage space while working. Every effort has been made to make the environment as safe and comfortable as possible. Overtime may be required at times and travel for related meetings or training opportunities.

Mental Requirements

Functions of mental effort include: data entry, word processing, active listening, data analysis and research. As the nature of this position is employee based, continual distractions will come from employee questions, issues or concerns, whether over the telephone or in person; manager inquiries or tasks; organizational change and outside sources.

 Physical Requirements

The incumbent must also be physically able to spend a majority of their day in a seated position and using computers. Fine motor skills will be stressed using computer equipment daily and paperwork processing.

 Accountability

References will be made to policy manuals, relevant Associations documents, and regulatory guidelines to assist in decision making process. The Underwriting Manager will be consulted on matters that require additional assistance or approval. Consequences of incorrect information or inappropriate decisions can put the Company in danger of underwriting risks, damage broker portfolios, policy wording misrepresentation, estoppels, and lawsuits from complaints handling. Disintegration of business relationships and reputation may occur with discomfiture to the company and decreased business profits. All measures will be taken to ensure accountability and confidentiality is maintained.

 Direct reports

Property, Commercial, and Auto Line Supervisors and all underwriting employees report directly to the Assistant Underwriting Manager.

Would you like a challenging role where you will get compensated for your contribution to the brokerage and may with proven results, and board approval, become eligible for partnership status?

Would you like to lead, by example, a group of Account Executives who are dedicating their sales efforts to the growth of  market share in the Life Sciences economic vertical (“Niche”)?

Can you accomplish this but maintain responsibility to meet your own new business growth targets as well as to provide service to, and renew, a book of Commercial business?

POSITION DESCRIPTION:

PRACTICE LEADERSHIP:

1. Organize and chair meetings on a regular basis with the practice team and its members to plan and execute strategy and actics to exceed targets for new business growth, as well as retain and add other types of policies to the programmes of
   existing customers.
2. Regularly meet with less-experienced sales people and take them on calls and/or accompany them on calls to foster development of their skills.
3. Contribute and / or provide editorial over-sight to brokerage blogs on topics relevant to the niche; actively participate in social media discussions on relevant topics within the vertical.
4. Represent brokerage at events within insurance industry or niche; develop reputation as a thought leader in the field.

NEW BUSINESS

1. Following the brokerage sales system, demonstrate industry knowledge within the niche market(s) and know how to present insurance products within that niche;
2. Identify prospective clients through referrals and other prospecting techniques and secure face-to-face appointments;
3. Present  to prospects and secure letters of engagement as the Broker of Record;
4. Develop submissions, for engaged clients, (in conjunction with the Marketing Department) to insurance markets that will meet the present and emerging needs of the client;
5. Close the sale of insurance products to the client.

RENEWAL BUSINESS

1. Provide (or arrange for the provision of) value-added services designed to reduce the total cost of risk for the client;
2. Maintain active liaison with the client and awareness of the issues in the relevant industry(s);
3. Prepare annual reports to management for clients as their policy terms near renewal;
4. Work collaboratively with an Account Manager to arrange for presentation of renewal terms and/or re-marketing strategies to the client; complete the placement of the renewal.

GENERAL

1. Record all client/prospect contact in the Activity section of the SigXp broker management system;
2. Prepare weekly sales activity reports for timely review by the President;
3. Actively participate in meetings with President and members of the Commercial Sales team;
4. Identify opportunities for, and facilitate the ability of, other members of the organization to provide service or products into the client organization, such as individual or group policies for business principals, Directors or employees;
5. Trade-off small accounts on a periodic basis to minimize the total number of client relationships required to maintain book of business at expected levels.

REQUIRED QUALIFICATIONS:

 This role is available to Account Executives who have a minimum book of $500,000 in brokerage revenue per year or more;

 R.I.B.O. licensed and likely possessing a CIP designation

A valid Driver’sLicense

COMPENSATION MODEL:

Draw against earned commission on both New Business and Renewals;

Commission escalators for concentration of business and cross-selling

Incentive plan related to Revenue growth beyond targets (for both self and the “Practice”) and growth in Brokerage Value;

Eligible for partnership, subject to Board approval.

Are you interested in working for a big company that acts like a small company? 

Do you consider yourself to be energetic, solution oriented and creative? 

Are you service oriented, analytical, results oriented and skilled at decision making?  

Are you a team player who wants to work as part of a high functioning team to achieve goals but still have fun? 

Position Overview

• Be responsible for the development and successful execution of broker and territory level business plans, for an assigned field and in accordance with the regional commercial business plan for profitability, growth, retention and service standards.
• Lead broker performance management activities for assigned commercial lines brokers.
• Identify opportunities and find solutions for new commercial and regional program business, and develop of productive and successful working relationships with assigned brokers.
• Make risk selection decisions within assigned level of authority.

 Position Duties                                                                                      

• Underwrites new and existing business with a focus on the development of new commercial business and retention strategies for key renewals. 
• Builds and manages commercial business relationships for an assigned field of brokers and conducts broker calls as appropriate to strengthen relationships and achieve planned objectives.
• Leads and trains members of underwriting team on technical and service issues to ensure continual development of employees to achieve underwriting team business plan and regional objectives.
• Monitors and identifies competitive position in the market for product, price, and service on an ongoing basis and proposes strategies to improve or maintain relativity as appropriate.
• Develops, communicates, implements, monitors the annual underwriting team business plan for each assigned broker as part of the broker performance management process. Analyzes inconsistencies and develops action plans as necessary to address variances to plan, and to achieve profit, production, and retention objectives.

Position Requirements 

• Successful completion of University degree or two year college diploma in an insurance or business related field and five C.I.P. courses OR a Chartered Insurance Professional (CIP) designation;
• Four years of progressive mid market commercial underwriting experience (property and casualty experience mandatory with preference given to candidates who also have auto experience)
• Demonstrated broker management and marketing experience;
• Ability to select, underwrite and manage large commercial accounts;
• Knowledge of commercial products and policy wordings;
• Account development and analysis skills; selling skills; knowledge of regional objectives; negotiation skills;
• Knowledge of broker/insurance company relationships and the ability to apply this knowledge to underwriting of an account;
• Broker management and development skills;
• Knowledge of competitors and the insurance market;
• Knowledge of political and business environments and the ability apply this knowledge to underwriting issues;
• Computer literate (i.e. PMS or Business Handling Systems, Microsoft Office including Word and Excel);
• Excellent oral and written communications

Would you like to work for a successful organization that has a reputation for providing excellent service to a specialized group of commercial customers?

Would you like to work on both program and non program business for these customers?

Are you interested in working for a somewhat unusual brokerage with a specialized organizational structure and staff who really like their jobs?

DUTIES AND RESPONSIBILITIES:

• Respond orally or in writing to questions from clients regarding coverage, including review of current insurance, expansion of present cover or addition of new coverage’s
• Review contracts and agreements and recommendations
• Oversee production of various documents, including third party certificates, coverage summaries, premium summaries, bordereaux, etc
• Produce renewals
• Make regular contacts with subscribers through meeting and presentations
• Review and assess new applications, negotiate premiums, deductibles, and policy terms and then develop a quotation independently or with other staff
• Present the quotation to the applicant and follow up the status after
• Assess needs of clients for new products and services available in the marketplace
• Calculate amounts to be invoiced, including premiums for new business and other charges
• Assist with annual renewal procedures as required
• Adjust premiums as required
• Act as initial contact for non-liability claims
• Advise clients re deductibles and coverage
• Meet regularly with claims examiners to discuss coverage issues and specific claims
• Communicate orally or in writing how coverage will match client needs
• Recommend new or changed coverage; determine appropriate market; arrange for implementation with the selected insurance market
• Review subscriber and industry publications for changing needs and products
• Consult with staff in other departments regarding various issues and special projects
• Supervise activities of CSR staff in brokerage on document processing or client service
• Assist in the training of new staff
• Other duties as assigned

SKILLS AND ATTRIBUTES REQUIRED:

• Well organized with the ability to multi-task
• Customer service oriented
• Ability to maintain a high level of accuracy and confidentiality
• Highly developed presentation skills
• Ability to work independently as well as in a team
• Exceptional time management skills
• Outstanding verbal and written communication skills 
• Ability to exercise discretion and tact in sensitive and confidential situations
• Advanced computer proficiency with special emphasis on the Microsoft Office suite of tools
• Superior analytical skills
• Valid Ontario Drivers Licence and access to a vehicle

EDUCATION REQUIRED:

• RIBO Designation
• University or College Education

EXPERIENCE REQUIRED:

• Minimum of 8-10 years commercial general insurance and or brokerage working experience

Are you interested in working for a big company that acts like a small company?

Do you consider yourself to be energetic, solution oriented and creative?

Are you service oriented, analytical, results oriented and skilled at decision making?

Are you a team player who wants to work as part of a high functioning team to achieve goals but still have fun?

Position Overview

• Be responsible for the development and successful execution of broker and territory level business plans, for an assigned field and in accordance with the regional commercial business plan for profitability, growth, retention and service standards.
• Lead broker performance management activities for assigned commercial lines brokers.
• Identify opportunities and find solutions for new commercial and regional program business, and develop of productive and successful working relationships with assigned brokers.
• Make risk selection decisions within assigned level of authority.

Position Duties

• Underwrites new and existing business with a focus on the development of new commercial business and retention strategies for key renewals. 
• Builds and manages commercial business relationships for an assigned field of brokers and conducts broker calls as appropriate to strengthen relationships and achieve planned objectives.
• Leads and trains members of underwriting team on technical and service issues to ensure continual development of employees to achieve underwriting team business plan and regional objectives.
• Monitors and identifies competitive position in the market for product, price, and service on an ongoing basis and proposes strategies to improve or maintain relativity as appropriate.
• Develops, communicates, implements, monitors the annual underwriting team business plan for each assigned broker as part of the broker performance management process.  Analyzes inconsistencies and develops action plans as necessary to address variances to plan, and to achieve profit, production, and retention objectives.

Position Requirements

• Successful completion of University degree or two year college diploma in an insurance or business related field and five C.I.P. courses OR a Chartered Insurance Professional (CIP) designation;
• Four years of progressive mid market commercial underwriting experience (property and casualty experience mandatory with preference given to candidates who also have auto experience)
• Demonstrated broker management and marketing experience
• Ability to select, underwrite and manage large commercial accounts;
• Knowledge of commercial products and policy wordings;
• Account development and analysis skills; selling skills; knowledge of regional objectives; negotiation skills;
• Knowledge of broker/insurance company relationships and the ability to apply this knowledge to underwriting of an account;
• Broker management and development skills;
• Knowledge of competitors and the insurance market;
• Knowledge of political and business environments and the ability apply this knowledge to underwriting issues;
• Computer literate (i.e. PMS or Business Handling Systems, Microsoft Office including Word and Excel);
• Excellent oral and written communications

Are you interested in working for a big company that acts like a small company?

Are you energetic, always looking for a better way to do things, solution oriented and creative?

Are you a team player who wants to make an impact on the organization by developing employees and building a strong team?

Do you have well developed decision making skills?

Are you analytical and results oriented?

Do you enjoy working with people, having fun but also having a high degree of autonomy?

Position Overview

The Commercial Lines Manager will be responsible for managing and directing Commercial Lines underwriting operations for the assigned territory in accordance with the commercial vision and strategy. The successful candidate will monitor employee performance; provide guidance as necessary; identify training needs and develop plans to ensure that all employees have the skills and knowledge required to achieve regional and corporate objectives. The Commercial Manager will assist in the underwriting of risks in the territory as required, and ensure that all risks underwritten meet established standards and that ensure adherence to corporate guidelines. The Manager will be expected to develop, implement and monitor broker development, financial and other business plans for the assigned territory.

Position Duties

• Manage and co-ordinate commercial lines operations in the assigned territory to achieve regional objectives of service, profitability and growth
• Direct and assist underwriting staff in the underwriting of more complex risks, and approve risks beyond individual authority levels as required, to ensure that quality business is selected and written
• Develop and monitor commercial lines business and financial plans for the assigned territory to ensure that regional goals and objectives are achieved
• Develop, implement and monitor broker management and development plans. Actively oversee the performance management of assigned brokers and ensure compliance with underwriting and corporate guidelines, standards and procedures
• Lead the underwriting team in the successful execution of the regional business plan for profitability, growth and achievement of service standards and work closely with Field and Head Office Underwriting Management to create and maintain the region’s annual business plan. 
• Recruit new employees and identify and provide training and development opportunities, coaching, mentoring and guidance for all team members.
• Maintain continual personal development in the areas of people management, leadership and commercial lines technical ability.
• Direct the regional process of monitoring and responding to the competitive market environment, identifying business challenges and opportunities and oversees communications and actions to resolve or capitalize accordingly
• Develop, communicate, implement, and monitor the region’s annual commercial lines business and direct operating expense plans. Oversee successful execution at the underwriting team and broker levels.  Analyzes inconsistencies and develops action plans as necessary to address variances to plan, and to achieve profit, production and retention objectives.

Position Requirements

• Minimum - Two year post secondary diploma in insurance or business related field, or CIP designation
• Minimum - Four years of progressive insurance experience with exposure to broker management and marketing OR an equivalent combination of education and experience. 
• Demonstrated ability to lead and motivate staff
• Ability to select, underwrite and manage large and/or complex commercial accounts.
• Knowledge of commercial products and policy wordings
• Skills in account development and analysis; selling and negotiation; forecasting and planning; broker development and management; delegation; coaching and counseling and interviewing
• Knowledge of business practices and management principles; knowledge of management styles and techniques; knowledge of workflow distribution and control processes; knowledge of corporate goals and objectives;
• Knowledge of broker/insurance company relationships; competitors and the insurance market; political and business environments;
• Computer literate, (i.e., Windows, PMS, Microsoft Office Word, Excel and PowerPoint)

Would you like a challenging role where you will get compensated for your contribution to the brokerage and may with proven results, and board approval, become eligible for partnership status?

Would you like to lead, by example, a group of Account Executives who are dedicating their sales efforts to the growth of  market share in the Mining economic vertical (“Niche”)?

Can you accomplish this but maintain responsibility to meet your own new business growth targets as well as to provide service to, and renew, a book of Commercial business?

POSITION DESCRIPTION:

PRACTICE LEADERSHIP:

1. Organize and chair meetings on a regular basis with the practice team and its members to plan and execute strategy and tactics to exceed targets for new business growth, as well as retain and add other types of policies to the programmes of existing customers.
2. Regularly meet with less-experienced sales people and take them on calls and/or accompany them on calls to foster development of their skills.
3. Contribute and / or provide editorial over-sight to brokerage blogs on topics relevant to the niche; actively participate in social media discussions on relevant topics within the vertical.
4. Represent brokerage at events within insurance industry or niche; develop reputation as a thought leader in the field.

NEW BUSINESS

1. Following the brokerage sales system, demonstrate industry knowledge within the niche market(s) and know how to present insurance products within that niche;
2. Identify prospective clients through referrals and other prospecting techniques and secure face-to-face appointments;
3. Present  to prospects and secure letters of engagement as the Broker of Record;
4. Develop submissions, for engaged clients, (in conjunction with the Marketing Department) to insurance markets that will meet the present and emerging needs of the client;
5. Close the sale of insurance products to the client.

RENEWAL BUSINESS

1. Provide (or arrange for the provision of) value-added services designed to reduce the total cost of risk for the client;
2. Maintain active liaison with the client and awareness of the issues in the relevant industry(s);
3. Prepare annual reports to management for clients as their policy terms near renewal;
4. Work collaboratively with an Account Manager to arrange for presentation of renewal terms and/or re-marketing strategies to the client; complete the placement of the renewal.

GENERAL

1. Record all client/prospect contact in the Activity section of the SigXp broker management system;
2. Prepare weekly sales activity reports for timely review by the President;
3. Actively participate in meetings with President and members of the Commercial Sales team;
4. Identify opportunities for, and facilitate the ability of, other members of the organization to provide service or products into the client organization, such as individual or group policies for business principals, Directors or employees;
5. Trade-off small accounts on a periodic basis to minimize the total number of client relationships required to maintain book of business at expected levels.

REQUIRED QUALIFICATIONS: 

This role is available to Account Executives who have a minimum book of $500,000 in brokerage revenue per year or more; 

R.I.B.O. licensed and likely possessing a CIP designation

A valid Driver’s License

COMPENSATION MODEL: 

Draw against earned commission on both New Business and Renewals;

Commission escalators for concentration of business and cross-selling;

Incentive plan related to Revenue growth beyond targets (for both self and the “Practice”) and growth in Brokerage Value;

Eligible for partnership, subject to Board approval.

Summary 

This position is involved in the day to day operations across all lines of business ensuring effective and timely processing of new, endorsement and renewal business. Leading a team of underwriting supervisors, underwriters and support employees, the Assistant Underwriting Manager, leads the development of employees, identifies and implements opportunities for efficiencies and manages the transaction service levels of the underwriting department.

 Duties and Responsibilities 

Organizational Effectiveness and Strategy

• Implement and support policies, guidelines, and procedures as established by the Underwriting Manager.
• Develop, co-ordinate and conduct the appropriate technical training for all underwriting employees.

 Management

• Accountable for developing and managing process efficiencies across all lines of business and transactions.
• Actively participates in ratemaking and product development processes and partners in the overall implementation of changes.
• Accountable for the implementation of the Underwriting file audit process and reporting.
• Partners in the implementation of recommendations of portfolio reviews.
• Accountable for timely reporting to regulatory and industry partners.

Employee Support and Supervision

• Provide leadership and technical support across all underwriting lines to a team of underwriters and support employees.
• Assist in overseeing the day-to-day operations of the underwriting teams, assisting employees in problems and coordinating workflow.
• Participate in the interview process and make recommendations to the Underwriting management team on the hiring of new employees.
• Assist the Underwriting management team in conducting performance appraisals annually.
• Conduct department meetings to review research, discuss technical issues and gather feedback on suggestions/recommendations for new products, rates and procedures.

Qualifications

• Post Secondary Education and/or completion of CIP/FCIP designation considered an asset.
• A minimum of 10 years experience with P&C insurance.
• Effective communication skills; verbal, non-verbal and written; and ability to communicate on all levels of the organization; presentation skills
• Excellent leadership and organizational skills are essential.
• A well-defined sense of diplomacy, including solid negotiation, conflict resolution, and people management skills.
• Good project management skills and the ability to motivate teams to produce quality work within tight timeframes.
• Sound morals, ethic and confidentiality with ability to develop trusting and effective working relationships with peers and employees.
• Ability to identify developmental needs of employees and provide coaching, mentoring, and assistance in goals.
• Strong computer literacy, proficiency in all Microsoft Office programs and Internet navigation.

Work Environment

With the open concept of our work environment, the incumbent must be able to handle noise distractions, privacy concerns, interruptions, minimal storage space while working. Every effort has been made to make the environment as safe and comfortable as possible. Overtime may be required at times and travel for related meetings or training opportunities.

Mental Requirements

Functions of mental effort include: data entry, word processing, active listening, data analysis and research. As the nature of this position is employee based, continual distractions will come from employee questions, issues or concerns, whether over the telephone or in person; manager inquiries or tasks; organizational change and outside sources.

 Physical Requirements

The incumbent must also be physically able to spend a majority of their day in a seated position and using computers. Fine motor skills will be stressed using computer equipment daily and paperwork processing.

 Accountability

References will be made to policy manuals, relevant Associations documents, and regulatory guidelines to assist in decision making process. The Underwriting Manager will be consulted on matters that require additional assistance or approval. Consequences of incorrect information or inappropriate decisions can put the Company in danger of underwriting risks, damage broker portfolios, policy wording misrepresentation, estoppels, and lawsuits from complaints handling. Disintegration of business relationships and reputation may occur with discomfiture to the company and decreased business profits. All measures will be taken to ensure accountability and confidentiality is maintained.

 Direct reports

Property, Commercial, and Auto Line Supervisors and all underwriting employees report directly to the Assistant Underwriting Manager.

Forward thinking professionals with strong people skills who want to be recognized for their efforts are encouraged to apply!  Resumes can be submitted to careers@allperilsclaims.com

Please note that a Level 3 Adjusting License is a requirement.

We are excited about the opportunities that will arise as we grow and are looking for people who will be just as excited to be an integral part of our growing team!

Forward thinking professionals with strong people skills who want to be recognized for their efforts are encouraged to apply!  Resumes can be submitted to careers@allperilsclaims.com

We are excited about the opportunities that will arise as we grow and are looking for people who will be just as excited to be an integral part of our growing team!

Forward thinking professionals with strong people skills who want to be recognized for their efforts are encouraged to apply!  Resumes can be submitted to careers@allperilsclaims.com

Please note that a Level 3 Adjusting License is a requirement.

We are excited about the opportunities that will arise as we grow and are looking for people who will be just as excited to be an integral part of our growing team!

All Perils is currently looking for an experienced Independent Claims Adjuster to launch, grow and manage our first office in Edmonton, AB.  We are looking for someone who takes pride in their work and is customer service focused. The successful candidate must be highly motivated and focused on growing the All Perils brand in Alberta. 

We can offer competitive remuneration and benefits packages.  You will also be working in a dynamic and entrepreneurial environment where the latest in technology will be utilized in order to ensure that you are as efficient as possible. 

Forward thinking professionals with strong people skills who want to be recognized for their efforts are encouraged to apply!  Resumes can be submitted to careers@allperilsclaims.com

Please note that a Level 3 Adjusting License is a requirement.

We are excited about the opportunities that will arise as we grow and are looking for people who will be just as excited to be an integral part of our growing team!

BCAA'sCourtenay ServiceLocation has an opening for apermanent part-time (20 or more hours per week)Level I Licensed Insurance Advisor. As one of BCAA’s Member-facing team members, you are an insurance professional who delivers amazing Member experiences, every time. While working in one of our BCAA service locations, you are a source of positive brand impressions to all BCAA Members. You create long lasting relationships with our Members by continuously driving revenue growth through consultative selling to support BCAA to be the most trusted organization in British Columbia.

Sells, upgrades and cross-sells BCAA products and services to new and renewing Members

• Through consultative in-person or over the phone sales, acquires new membership and personal lines Insurance business to meet prescribed sales and retention targets, BCAA and AAA/CAA best practices, standards and Underwriting guidelines
• Collaborate with BCAA or other supplier’s Underwriters
• Review product terms and conditions including, but not limited to, coverages, limits and exclusions to limit errors and omissions
• Create and follow up on future business leads and upcoming renewals
• Deepen Member relationships through thoroughly reviewing and renewing Memberships and Insurance policies, cross-selling other BCAA products and services and meeting prescribed BCAA and AAA/CAA Member satisfaction goals

Manage Member accounts and concerns

• Update Member information and insurance policy details in applicable systems
• Process insurance endorsements and updates coverages
• Issue new and renewal membership transactions such as memberships, Trip Tiks (auto travel planning), passport photos, international driving permits, Member maps, tour books and camp guides
• Resolve Member concerns by following BCAA’s Member resolution standards and meeting BCAA and AAA/CAA Member satisfaction goals

Process and manages Member/customer documents

• Process payments and follow up on outstanding payments
• Issue new, renewing and make changes to memberships
• Issue new and renewal insurance policies, cancellations, endorsements, auto insurance plates and transfers
• Meet all required processing standards for storage, retrieval, confidentiality, accuracy and timeliness

Acquire and maintains industry, product and systems knowledge

• Active learning: Keeps up to date with industry knowledge and competitor’s product offerings
• Maintains working knowledge of all BCAA membership and personal insurance lines manuals, best practices, standards, policies and systems
• Attends required BCAA and industry training courses
• Maintains annual insurance licensing requirements

Education:

• Completion of Grade 12
• Insurance Agent Level 1 license
• Completion of Autoplan Essentials

Experience:

• 2 years experience in a sales and service environment, including 1 current year of general insurance experience

Skills:

• Demonstrated sales productivity and selling skills
• Knowledge of personal lines insurance products (except life insurance)
• Ability to work within a fast-paced team environment. Demonstrated multi-tasking skills
• Proven judgment and decision making abilities. Must be able to consider costs and benefits of potential products in order to make appropriate recommendations
• Proven critical thinking abilities. Must be able to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
• Ability to meet set sales, retention and customer satisfaction targets and objectives
• Strong written and verbal communication skills
• Fluent in applicable systems
• Intermediate knowledge of MS Office Suite Products (Word, Excel, Outlook)

Background Check:

• Must successfully pass a background check, which may include a criminal, credit, and credential check.

• Completion of CAIB 1 and 2
• Limited history of Errors & Omissions. Be in good standing with the Insurance Council of BC.

BCAA'sCustomer ContactCentrehasan openingfor a permanentfull-timeLevel II Licensed Insurance Advisor. As one of BCAA’s Member experience creators, you are an insurance professional who delivers amazing Member experiences, every time. While working at BCAA’s Customer Contact Centre (CCC), you are a source of positive brand impressions to all BCAA Members. You create long lasting relationships with our Members by continuously driving revenue growth through consultative selling to support BCAA to be the most trusted organization in British Columbia.

Sells, upgrade and cross-sell BCAA products and services to new and renewing Members

• Through telephone and/or web-based consultative sales, acquires new membership and personal lines insurance business to meet prescribed sales and retention targets, BCAA and AAA/CAA best practices, standards and Underwriting guidelines
• Collaborate with BCAA or other supplier’s Underwriters
• Review product terms and conditions including, but not limited to, coverages, limits and exclusions to limit errors and omissions
• Create and follow up on future business leads and upcoming renewals
• Deepen Member relationships through thoroughly reviewing and renewing memberships and insurance policies, cross-selling other BCAA products and services and meeting prescribed BCAA and AAA/CAA Member satisfaction goals

Manage Member accounts and concerns

• Update Member information and insurance policy details in applicable systems
• Process insurance endorsements and update coverages
• Issue new and renewal membership transactions such as memberships, Trip Tiks (auto travel planning), passport photos, international driving permits, Member maps, tour books and camp guides
• Resolve Member concerns by following BCAA’s Member resolution standards and meeting BCAA and AAA/CAA Member satisfaction goals

Process and manages Member documents

• Process payments and follow up on outstanding payments
• Issue new and renewal insurance policies, cancellations, endorsements
• Issue new, renewing and makes changes to memberships
• Meet all required processing standards for storage, retrieval, confidentiality accuracy and timeliness
• Meet all required practices for voice and e-signatures

Acquire and maintain industry, product and systems knowledge

• Active learning: Keeps up to date with industry knowledge and competitor’s product offerings
• Maintains a working knowledge of all BCAA membership and personal insurance lines manuals, best practices, standards, policies and systems
• Attends required BCAA and industry training courses
• Maintains annual insurance licensing requirements

Education:

• Completion of Grade 12
• Insurance Agent Level 2 license

Experience:

• 2 current and consecutive years of general insurance experience, with 1 year experience in selling home insurance

Skills:

• Demonstrated sales productivity and selling skills
• Good knowledge of personal lines Insurance products (except Life insurance)
• Ability to work within a fast paced team environment. Demonstrated multi-tasking skills.
• Proven judgment and decision making abilities. Must be able to consider costs and benefits of potential products in order to make appropriate recommendations.
• Proven critical thinking abilities. Must be able to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
• Ability to meet set sales and customer satisfaction targets and objectives
• Strong written and verbal communication skills
• Fluent in applicable systems
• Intermediate knowledge of MS Office Suite Products (Word, Excel, Outlook)

• Must successfully pass a background check, which may include a criminal, credit, and credential check.

• Completion of CAIB 1, 2 and 3
• Limited history of Errors & Omissions. Be in good standing with the Insurance Council of BC
• Have previous experience working ina call centre environment

At BCAA, we offer competitive compensation packages and excellent career advancement opportunities. To find out more, ask the hiring managers during your interview.

Comma Recruitment are looking for Brokers, Underwriters and Risk Analysts with exceptional customer service skills to work with a book of business, service and develop small to mid size commercial accounts.  

•             Providing continuing (including post sales) customer service to new and existing clients, for the creation and renewal of policy documents and providing advice on policy changes.

•             Responding quickly and accurately to product questions by maintaining full knowledge of features and benefits of products and services and seeking proactively, to stay informed of program changes.

•             Analyzing customer inquiries and providing appropriate information on products/services ensuring a match between customer needs to insurance company’s products/services; converting a high percentage to sales.

•             Handling portfolio of small-medium commercial and personal lines accounts (includes retailers,ight manufacturing and professional offices).

•             Servicing existing programs and responding to new business inquiries by analyzing and defining the risk exposure, and coverage required.

•             Demonstrating confidence while on the phone with customers to manage any ambiguity in customer needs.

•             Reviewing coverage(s) and recommending changes as necessary.

•             Resolving customer concerns/complaints with authority limits, immediately and effectively while displaying professionalism and courtesy at all times.

•             Referring complex/difficult customer complaints or inquiries to the appropriate team leader or supervisor as required.

Operational Tasks

•             Assessing risks and obtaining all information needed to take an application, prepare quotations, calculate premiums, bind coverage and prepare documentation for billing.

•             Processing related information/documentation in computer system.

•             Contacting other departments to obtain information requested by customers e.g. claims.

•             Maintaining quality controls, checking work for accuracy.

•             May be required to process documents, including customer letters and invoices.

•             Ensuring the identified Key Performance Indicators are met on a regular basis.

•             Meeting or exceeding targets

•             Accurately inputting, retrieving and accessing information regarding a customer from a computer system.

•             Attending and actively participating in all required training programs. Showing eagerness and capacity to learn new products and programs.  Providing feedback and suggestions to Team Leaders/Trainers for program improvement.

Qualifications and Experience

•             RIBO or CAIB license or ability to attain one within first 3 months

•             Ensure the mandatory product knowledge, soft skills and customer service training is completed successfully (all training will be provided in-house).

•             Post secondary education is an asset.

•             Ideally 2 years commercial and/or extensive personal lines insurance experience.

•             Customer service orientation.

•             Professional business acumen.

•             Excellent interpersonal, communication and presentation skills.

•             Ability to work collaboratively as a key member of a service team.

•             Comfortable working in a fast paced environment.

•             1 year customer service, sales experience (Retail, Consumer, Corporate).

•             Competent keyboarding, computer and data entry skills.

•             Possess strong communication skills with the ability to understand and implement verbal and/or written instructions.

•             Accurate and efficient typing speed.

•             Ability to deal with clients/customers in a friendly and professional manner.

•             Ability to solve problems and think critically.

•             Strong multi-tasking skills: speaking with the customer while researching information.

•             Ability to exert confidence while speaking to customers.

•             Flexibility in working hours is essential and punctuality is a must.

•             Demonstrated ability to handle work under pressure.

 Please forward resume to info@commarecruitment.ca   

Catapult your claims career with this amazing opportunity!

Our client, a leading and progressive insurance company whose focus is on building strong relationships as well as providing the best service to their customers, experienced Multi Line Insurance Adjusters to join them in expanding their organization in Red Deer, Grande Prairie and Fort McMurray.

If you have experience in a claims environment, and are interested in establishing a branch location for a large independent adjusting firm this is the perfect role for you. The successful candidate will enjoy a vibrant, but smaller center, the opportunity to grow within an organization and the ability to work independently or as part of a team.

Job Responsibilities and Qualifications:

• Must have strong understanding of claims, property and casualty insurance, as well as legal principles.
• Experience in investigating, negotiating, and settling of Multi Line claims.
• Able to prepare a general damage scope and appraisal evaluation.
• Must be able to interpret and apply property lines policy wordings.
• Must have proficient computer skills
• Able to prepare a general damage scope and appraisal evaluation.
• A High school diploma.
• A minimum of 3 years experience working in the insurance industry specifically in multi line adjusting.
• Candidates must have a C.I.P designation or must be actively pursuing a C.I.P designation.
• Alberta Adjusting License.

If this sounds like a position fit for you, please send your resume to barb@perkinsprosearch

Do you have a sales background and experience in the insurance industry? Are you looking to start a new career that combines both of these assets? If so, this may just be the career you have been looking for!

Our client, located in Edmonton AB is seeking a Commercial Lines Producer to grow a $850,000 book of business!

Essential Job Duties:

• Network and make cold calls in order to create new business to grow your book of business.
• Pursue account opportunities and referrals from existing accounts.
• Present renewals to clients.
• Effectively manage customer expectations.
• Review and analyze claims and discuss with clients.
• Explain coverage to clients.
• Up sell and cross sell.
• Prepare marketing submissions, proposals and summaries of insurance.
• Review daily activity report.

Requirements:

• Must have post- secondary education.
• Previous experience in a sales role.
• Experience in the insurance industry with knowledge of Insurance Brokerage practices and procedures.
• Strong communication, decision making and judgment skills.
• Self motivated, energetic and profit motivated.

If this sounds like a position for you, please send your resume to barb@perkinsprosearch.com

Make your next career opportunity a long and prosperous one where a plan is in place to take ownership for the right individual and allows you unlimited earning potential!!!

PPS a highly successful boutique search firm is searching for an individual who can implement the firm?s succession plan. The individual musthave a true desire to be a business owner, be extremely motivated, ambitious and entrepreneurial with immense energy. If you are results ?oriented, persuasive, driven and thrive working in a commissioned structured environment, then this might be the ideal next step for your career, allowing you to achieve personal and financial independence. PPS offers a comprehensive one on one training program that will allow you to learn all facets of the recruiting cycle.

We offer a top-tier commission schedule that will enable you to have unlimited earning potential and give you the flexibility to balance your home/work lifestyle. If this opportunity seriously appeals to you then please send your resume to barb@perkinsprosearch.com. Previous sales experience in a specific industry or area expertise that will allow to build a desk practice is highly recommended

Do you want to learn Commercial Lines or expand on your already present experience? Do you want a rewarding career with a top brokerage? If so, than this may be the role you?ve been looking for!

Our client, a brokerage that has been specializing in Commercial Insurance since 1986 specializes in the oil and gas industry. They pride themselves on their positive work environment, competitive salaries and their training and development opportunities. They are seeking a Senior Commercial Lines Account Manager to join their expanding team.

The successful candidate will be responsible for providing technical and administrative duties on all aspects of the accounts that they handle. This will include client services, marketing activities and client coverage?s.

Responsibilities:

• Handle and Service a book of business.
• Receive and process client requests.
• Coordinate client information for the renewal process.
• Review endorsements, cover notes and certificates of insurance to ensure accuracy and completion.
• Other duties as required

Qualifications:

• 5+ years of related commercial insurance experience, preferably in oil and gas.
• Ability to work as part of a team or independently.
• Excellent communication, interpersonal and presentation skills.
• Strong organizational skills.
• Level 1 General Insurance License
• CAIB Designation is preferred but not an asset.

If you feel you meet these qualifications and would be a strong candidate for consideration, please send your resume to barb@perkinsprosearch.com

Are you an experience insurance professional with a go getter attitude? Do you want to grow your insurance career and expand on your skill set? If so, than this may be the exciting new opportunity you?ve been looking for!

Our client, a thriving and successful brokerage is looking for a talented, eager insurance professional to join their team as an IBU Account Executive.

The successful candidate will be responsible for growing a book of business with premiums less than $20,000.

Job Responsibilities:

• Service and existing book a business while working to expand the client base.
• Follow up on leads from Personal Lines, Large Commercial and New Business.
• Provide proposals and quotes to new prospects.
• Work with Account Assistants to ensure all client policies are documented and followed as required.
• Understand that new business and client retention are key to being successful in this role.
• Attend monthly commercial meetings.

Qualifications:

• Must have CIP Designation or working towards it.
• Must have a Level 2 Insurance License.
• Must have some Personal Lines and Commercial Lines experience.
• Experience in TAM, Outlook, Excel and Word.
• Must be self motivated and able to work independently or as part of a team.
• Must be comfortable in a sales environment.

If you are interested in this opportunity, please send your resume to barb@perkinsprosearch.com

Do you have insurance industry experience as well as a successful background in Commercial Lines and Sales? If so, than this may be the new role you?ve been looking for!!

Our client, a top, leading brokerage is seeking an experienced Commercial Lines Account Manager to join their team of Insurance professionals.

The successful candidate will develop marketing and promotion strategies and develop and maintain relationships with new and existing clients.

Responsibilities

• Develop new group opportunities.
• Develop presentations for prospective groups and provide resource support.
• Complete required documentation.
• Monitor the development of existing groups.
• Develop and implement effective marketing plans for new groups.
• Continuously prepare updated marketing plans.

Qualifications

• A post secondary diploma in related field would be considered an asset.
• General Insurance Level 2 License is required.
• Must have a CIP designation or CAIB designation, or working towards it.
• 5+ years of insurance industry experience.
• Business development, marketing and sales experience is a must.
• Must be focused on developing and maintaining client relationships.
• Strong communication and interpersonal skills.
• Ability to work in a team environment.
• Strong organization skills and ability to prioritize.
• Proficient computer skills and ability to use Microsoft Office.

If you feel you meet the qualifications of this position, please send your resume to barb@perkinsprosearch.com

Are you ready to take your Personal Lines career to the next level? Do you feel your years of experience and skill set enable you to be in an Account Manager role? If so, this may be the change you?ve been looking for!

Our client, a thriving brokerage is seeking an experience Personal Lines Account Manager to join their team. This brokerage provides a welcoming work environment with a great work/life balance. The successful candidate will have great communication skills as well as experience working in Personal Lines and will be handling a 1.5-1.8M book of business.

Responsibilities:

• Manage a portfolio of client accounts.
• Provide service to clients.
• Prepare quotes and sell new policies to maintain new business goals.
• Develop and manage relationships with underwriters.
• Collect receivables and handle payment transactions.
• Process changes and issue insurance documents.

Qualifications:

• 5+ years of Personal Lines experience.
• Level 2 Insurance License.
• CAIB or CIP Designation or working towards it would be considered an asset.
• Knowledge and experience using Microsoft Office.
• Must be client focused with outstanding customer service skills.
• Ability to work independently.
• Excellent organizational and time management skills.

If you are interested in this position, please send your resume to barb@perkinsprosearch.com

Commercial Lines Property and Casualty Underwriter

Desire! That's the one secret of every man's career. Not education. Not being born with hidden talents. Desire.?- Bobby Unser

Are you looking to gain more experience as an underwriter? If you are, and are interested in property and commercial lines, this is the position for you!

This company provides home, automobile, recreational vehicle, group and business insurance to a large number of customers. They are looking for a motivated individual to work as a Commercial Lines Property and Casualty Underwriter, if you"re a team player and a great relationship builder, this is a position for you!

Job Responsibilities:

• Price and negotiate new and existing business.
• Provide technical knowledge to rating, underwriting
  and documentation.
• Work within Corporate Guidelines
• Respond to inquiries.
• Develop and maintain quality relationships with
  brokers to achieve goals and develop profitable relationships.

Required Experience:

• 3-5 years of experience in Commercial Property
  & Casualty underwriting experience.
• Effective problem solving, negotiation, decision
  making and time management skills.
• Strong written, verbal and communicating skills.
• Strong computer skills.
• CIP designation or enrollment in the program.
• Strong attention to detail.

If you are a driven individual who strives for success, please send your resume to barb@perkinsprosearch.com.

Are you looking to get a foot in the door in the insurance industry? Do you have strong organizational skills and experience working in an Administrative capacity? If so, than our client has just the role you’ve been looking for!

Our client, a thriving insurance brokerage located in Edmonton AB is seeking to hire a motivated and energetic Administrative Assistant. The successful candidate must be able to work under pressure, have strong interpersonal skills and the ability to work with minimal supervision

Responsibilities:

• Data Entry.
• Provide office reception support.
• Set up and coordinate meetings.
• Order and maintain office supplies.
• Provide support for mail out materials.
• Provide administrative support.

Qualifications:

• 1-2 years of experience working in an administrative capacity.
• Must have strong organizational skills and the ability to work independently.
• A strong ability to meet deadlines and work under pressure.
• Must be able to multi task.
• Experience using Microsoft Office (Word, Excel and PowerPoint).
• Strong communication and interpersonal skills.

If you are interested in this exceptional opportunity, please send your resume to barb@perkinsprosearch.com

Are you ready to take your adjusting career to the next level with a top Alberta adjusting firm?

Our client, located in Peace River AB is a top adjusting firm that provides its employees with a competitive compensation package as well as a great work/life balance. They are seeking an experienced adjusting professional to join their team as a Branch Manager.

The successful candidate will report to the Regional Manager and will also act as a producing adjuster. The Branch Manager is responsible for operating the branch in the most effective and profitable way. They will provide leadership and encouragement to all employees within the branch.

Job Responsibilities:

• Work as an adjuster within the branch.
• Hire and supervise adjusting staff and provide training and development.
• Provide adjusters and supporting staff by continuously mentoring and coaching.
• Ensure that all work completed meets company standards.
• Prepare annual branch budget.
• Approve expense accounts for Adjusters according to the company’s policies and procedures.
• Assist with the collection of Accounts Receivables.
• Perform administrative duties.
• Attend all regional branch manager meetings.

Qualifications:

• Post secondary education would be considered an asset.
• Must be a licensed Independent Adjuster with a minimum of 3 years of insurance related experience.
• Strong adjusting and negotiating skills.
• Effective supervisory, interpersonal and communication skills.

If you are interested in this position and would like to learn more, please send your resume to barb@perkinsprosearch.com

Our client, a top insurance brokerage in Edmonton AB is seeking an experienced Surety Broker to join their team of insurance professionals.

The successful candidate will produce new Surety Accounts, provide surety advice to existing clients and service and maintain existing Surety Accounts.

Responsibilities:

• Produce new Surety accounts and service existing accounts.
• Prepare new business and market accounts.
• Handle day to day bond requests.
• Review construction contracts.
• Check all out going bonds for accuracy.
• Follow up on leads and referrals from Account Executives.
• Follow up on Accounts Receivables.
• Keep abreast with changes in within the industry by maintaining contacts.

Qualifications:

• Strong knowledge and understanding of Contract Surety, Accounting and Construction.
• CIP or CAIB Designation would be considered an asset.
• Strong written and verbal communication skills.
• Ability to multi task and prioritize.
• Must have experience using Microsoft Office and TAM.
• Valid driver’s license as this role does include some travel.

If you are interested or would like to learn more about this exciting opportunity, please send your resume to barb@perkinsprosearch.com

UNDERWRITING DIRECTOR,  BOILER & MACHINERY  

Responsibilities: 

• Manages the B&M underwriting department.
• Administers and monitors underwriting rules and guidelines.
• Underwrites the most complex/largest risks.
• Develops, maintains & collaborates with other lines of business.
• Recommends and implements action plans after reviewing books of business.
• Develops and maintains relationships with brokers in support of business retention and acquisition.
• Supports a sales culture.
• Develops and implements policy, procedures and standards. 

Qualifications: 

• University Grad.
• Advanced technical experience in Boiler and Machinery having lead a group of Underwriters.
• Proven ability to effectively manage and build rapport with a team.
• Excellent communication skills.
• Superior negotiation skills.
• Strong customer service orientation. 

To apply for this opportunity please submit your resume to the attention of Rudy Dabideen via e-mail: resumes@hcox.ca   Phone: (416) 935-0975

We thank all applicants for their interest, however, only candidates selected for an interview will be contacted

 Location:                120 South Town Centre Blvd., Markham, Ontario L6G 1C3

 Duties:        Responsible for a group of clients on an Alpha split basis.  This individual will handle all aspects of a client’s file.  This would include discussing and reviewing endorsements and renewals with clients, any remarketing of accounts to the appropriate Insurance Company when required, monitoring claims and accounts receivable.  Would be accountable for set percentage of retention and ability to cross-sell existing accounts.  Responsible for building rapport with assigned clients.

Requires RIBO plus at least five years experience in personal Insurance, preferably with VIP clientele.  Having completed or enrolled in the CAIB or CIP program a strong asset. 

Reports to:     Manager

Resumes should be submitted to:

Vice President

B:  905-305-5942

F:  905-948-2721

E:  linda.laanes@cgbgroup.com

 Responsibilities:

• Liaise between Company and assigned brokers through face to face by visits at least 2 days a week, and other mediums of contact to produce and underwrite profitable new Commercial Property / Casualty business within service standards in accordance with company guidelines and within assigned authority.

• Market our Commercial Insurance products and services to brokers through presentations.

• Ensure that the renewal underwriters and underwriting assistants issue new business, renewals and endorsements accurately and within service standards with the appropriate wordings, schedules, and certificates attached.

• Develop and maintain strong broker relationships.

• Analyze and evaluate results and use individual/collaborative judgment to maintain profit and growth.

• Communicate results, outstanding issues, opportunities to Director of Commercial Insurance.

• Record underwriting information for the purpose of evaluation, assessment, and profitability.

• Negotiate Facultative Reinsurance and process as required, within assigned authority and maintain facultative closings and certificates.

• Assist with training and coaching of other staff as required.

• Additional duties as assigned by the Director of Commercial Insurance.

 Required Experience and Qualifications:

• ·        5+ years of experience in commercial Property/Casualty underwriting including senior-level experience in this area.

• ·        Strong product knowledge, and the ability to make sound underwriting decisions while managing mid-market, complicated accounts.

• ·         Process strong oral and written communication skills, superb time management and organizational skills and strong negotiation and sales skills.

• ·         Ability to work well independently as well as part of a team.

• ·         Valid driver’s license. Ability to travel overnight.

Accountability, customer-centric thinking, teamwork and a commitment to excellence.

This is an exciting opportunity for an enthusiastic and ambitious individual with a desire to make a significant growth and profit contribution to our Commercial Lines Department

Please forward resume to info@commarecruitment.ca  

Review and adjudicate Dental Claims, as part of Group Benefits Claims Adjusters you will focus on Dental claims and investigate, negotiate and adjudicate claims from start to finish.

Must have experience adjusting third party benefits with at least one year in Dental and/or Health Claims.

Excellent communication skills and a talented negotiator, you must be very organised and analytical.

Experience in a fast paced environment, multi tasking and high energy.

Must be fluently bilingual in English and French

Please forward resume to info@commarecruitment.ca   

• Data entry of new business and renewals.
• The accurate production and issuance of policies, both new business and renewals, and related endorsements.
• Handling the invoicing requirements of the department.
• Assorted filing, data entry and report production.
• Other related duties as may be required.

Required Skills

• Good oral & written communication skills are required.
• Strong problem solving and have decision making skills required.
• High level of inter-personal skills.
• A desire to learn and a commitment to continuing education preferred.
• The preferred candidate will be self-motivated and well organized, with a proven ability to multi-task in a fast-paced team environment.

Experience Required

• Experience in the Insurance industry an asset.
• Working knowledge of Microsoft Office products (Word, Excel, Outlook)
• TAM database experience an asset.

Cutomer Service Representative

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, then working for Dan Vacca Insurance Agency is the career for you! We are a leading provider of auto, fire, life insurance and financial services in Ontario, with the passion to become the customer's first and best choice in the products and services we provide. This is a full time position with Dan Vacca Insurance Agency, in Thornhill, Ontario.

Skills/Abilities:
• Excellent communication skills
• Self-motivated, goal-oriented and enthusiastic
• Ability to assess client needs and conduct effective sales interviews
• Enthusiastic about the role insurance and financial products play in helping people manage the risks
• Detail, diligent and hardworking
• Preference may be given to candidates who are already licensed, multi-lingual, and with prior sales and/or marketing experience.

Requirements:
• To complete all applicable licensing requirements and learn how to market and service all State Farm products.
• To provide quality service to State Farm Customers.
• Proficiency with computer software including Microsoft Office products.
• Within 3 months of the start of employment, applicants will be required to secure the General and Life insurance licenses. Training will be provided. RIBO/OTL and State Farm experience an asset.

We offer a challenging and rewarding environment with competitive compensation, which includes an excellent base salary depending on experience. In addition, we offer benefits, commissions, bonuses and other incentives which will be based on individual productivity. We are currently seeking motivated team members for our Thornhill location.

This employment opportunity is with a State Farm Agent, not with State Farm Insurance Companies and requires the successful completion of licensing requirements to solicit and service State Farm products.

TO APPLY:
If you are interested in joining our dynamic team, please e-mail your resume to:
dan@danvacca.ca, attention: Dan Vacca, Agent.

NB. We thank all applicants for their interest, however, only those selected for interview will be contacted.

RSA values diversity.

Responsibilities:

• Manage and service a book of personal lines clients; process new business, renewals and endorsements
• Sales and business development
• Build and maintain relationships with clients
• Maintain electronic files in an orderly manner
• Perform special projects as requested 

The Ideal Candidate has: 

• A superior customer service approach
• Two or more years of insurance experience and strong personal lines knowledge
• A Level 2 General Insurance Agent’s license
• The ability to work well in a team environment and is a driven self starter
• Experience working with Intelliquote (IQ) and The Brokers Workstation (TBW)   an asset
• Attained or working towards CAIB/CIP an asset
• Strong written and verbal communication skills
• Good time management skills, is detail oriented and well-organized

We offer competitive wages, a bonus program and health benefits commensurate with experience.

Although we appreciate your interest, we will only contact those candidates who qualify for an interview.

Please forward your resume and cover letter to:

rimsg@riverstoneinsurance.ca

Responsibilities:

• Proactively manage commercial lines book of business in coordination with Commercial Producer
• Obtain premium finance quotes & contracts, issue Certificates of Insurance, coordinate with underwriters and maintain list of renewals
• Accountable for all service requests on commercial lines book of business
• Develop and manage client relationships
• Maintain electronic files in an orderly manner
• Perform special projects as required

The Ideal Candidate has:

• A superior customer service approach
• Three or more years of commercial lines insurance experience
• A Level 2 General Insurance Agent’s license
• Experience working with Intelliquote (IQ) and The Brokers Workstation (TWB) an asset
• Strong written and verbal communication skills
• Effective time management skills and is detail oriented
• Demonstrated ability to meet deadlines and work under pressure
• Attained or is working towards CAIB/CIP is an asset

 This position may allow the right candidate the opportunity of a work from home arrangement

We offer competitive wages, a bonus program and health benefits commensurate with experience.

Although we appreciate your interest, we will only contact those candidates who qualify for an interview.

Please forward your resume and cover letter to:

rimsg@riverstoneinsurance.ca

IFS-International Financial Services INC.



Company Product and Service- Insurance Premium Financing

Position -Business Development Manager- Western Canada

The Western Business Development Manager for IFS will be responsible for managing
and creating working relationships with Insurance Brokers in the three Prairie
Provinces and British Columbia. Preferably having experience in the Personal
and Commercial Insurance business, the Manager will develop new business and
work with Insurance Brokers, MGA's or Underwriters that offer third party
financing to their clients. IFS provides financing contracts for both personal
lines and commercial insurance markets.

Our Manager should be well organized in their daily work schedule and be
able to recognize the sales opportunities in the various market areas. The
manager must be able to communicate well with Insurance Brokerage owners and
their producers and is willing to travel on a schedule in Western Canada. The
manager will be based from a home office environment and will have the
assistance of an Inside Sales Group and Customer Service Representatives,
located in Head Office.

Premium Financing is used widely in a number of brokerages, so their
commercial clients can take advantage of better cash flow and free up regular
bank lines of credit with their business operations. With personal insurance,
clients can choose to have monthly payments when faced with premiums that can't
be paid at once, when the policy takes effect.

IFS  is Canada largest privately held
Premium Finance Company and has been providing superior technology solutions
and quality customer care for 35 years.

IFS  offers the Manager a competitive
remuneration plan and incentives along with business tools and travel. Please
respond with your resume and contacts.

Our client, a leading Financial Investment firm is currently seeking individuals who are looking for a position as an Investment Advisor offering both growth and stability.

Responsibilities include:

Providing sales and support of all Financial planning products

Managing contacts/pipeline

Assisting client base while ensuring all inquiries are addressed

Adhering to exceptional customer service experience for each and every client

Continuously assisting in researching of new products and services.

 Experienced Requirements

CSC, CFP, LLQP Licensed

Excellent verbal and written communication skills

Ability to exercise sound judgment quickly responding to all customer service inquiries 

A quick thinker

Very analytical

A strong problem solver problems

Strong interpersonal skills

Strong organizational skills

A good sense to prioritize and multi-task

Proficient in computer software/programs

Or if you have any of these licenses and are looking to expand your career and willing to study for the remainder of the licenses you don’t already have we would be interested in speaking with you. 

Alternatively if you are currently looking for a new career path and seeking other opportunities we would be more than interested in speaking with you.  Please send resumes to:

andreahires@live.com Due to the tremendous responses we receive we will be contacting only those candidates that will be contacted for an interview.  Thank you to all those who apply.

VICE PRESIDENT, BRANCH MANAGER - Commercial Insurance (VANCOUVER)  

Why work for our client? 

• Leadership opportunity as the “CEO of the territory”
• Join a progressive, highly skilled management team
• A corporate culture that prides itself on building highly effective relationships - both internally and externally, while maintaining underwriting integrity
• “A” rated commercial insurer with global underwriting and claims handling network

Responsibilities: 

• Ensures the achievement of continued profitability, growth objectives and operational efficiencies by focusing on account and book-level expense management, pricing, retention and quality control
• Maintains a strong presence with brokers and customers to assess risk tolerance, market appetite and emerging issues
• Leads, directs and has full management accountability for staff with an emphasis on talent management, succession planning and skill development
• Leads the development and oversight of regional broker management strategy
• Monitors the account underwriting process, including referral underwriting, pricing policies and underwriting authority levels
• Analyzes underwriting performance based on quarterly branch evaluations of profit, production, rate, retention, broker performance and cross-sell opportunities
• Coordinates efforts with internal business partners in the areas of Actuarial, Underwriting, Claims, Risk Control and Human Resources
• Consults with head office or product line underwriting leadership to resolve technical issues within a product line or segment 

Qualifications: 

• University Grad. CIP/FCIP preferred
• A minimum of 10-15 years of commercial underwriting experience, with prior experience working in a regional leadership role
• Strong leadership and management skills, demonstrating integrity and professionalism with the ability to mentor and coach others for high performance
• In-depth technical underwriting experience
• Ability to translate business goals and strategies into specific objectives and action plans
• Advanced communication skills
• Must possess a familiarity with the brokers in the region
• Strong analytical, organizational and time management skills 
• Proficiency working with MSOffice Suite, Sales Automation tools and other business related software  

To apply for this opportunity please submit your resume to the attention of Rudy Dabideen via e-mail: resumes@hcox.ca   Phone: (416) 935-0975

We thank all applicants for their interest, however, only candidates selected for an interview will be contacted

At The Guarantee we believe our employees make the difference. That’s why we provide a professional, motivating, team environment where contributions are valued. This belief, supported by an entrepreneurial culture, has helped build a company with a strong history and an exciting future

We are hiring for a Commercial Surety Underwriter in our Toronto office.

Responsibilities: The Commercial Surety Underwriter is responsible for underwriting commercial surety accounts by conducting financial and surety credit analysis in order to establish the surety guarantee support provided to them. The successful candidate will have frequent contact with clients, ensure the development of broker relationships, perform administrative functions relating to the issuance and renewal of bonds and aid in decision making.

Qualifications:             

• University Degree in Commerce, Economics or Legal
• 3-5 years of business experience, preferable working in a field relevant to Commercial Surety bonds, or in a commercial insurance underwriting or brokerage capacity
• Strong interpersonal and communication skills
• Proficiency with MS Office Suite of products
• Ability to work independently
• Highly developed analytical and judgment skills required
• Valid driver’s license

About The Guarantee Company of North America

When The Guarantee Company of North America was founded in 1872, the directors of the Company believed that the best way to build a successful business was through product specialization and financial strength. Today, the Company still conducts its business based on those original principles.

The Guarantee was the first company to offer fidelity bonds in North America. It has developed and grown over time to become the largest contract surety and fidelity bonding company in Canada. The Guarantee Company's continued growth and trusted reputation are a testimony to the vision of its founders

Apply

We invite interested candidates submit their resume and salary expectations in confidence to human.resources@cowangroup.ca or by fax to: 519-650-6368.  

While we appreciate the interest of all applicants, we will contact only those selected for interviews.

Comma Recruitment are looking for an experienced Senior Accountant with extensive insurance industry experience with experience in Mergers and Acquisitions. The key thrust of this role is to provide a wide range of creative, practical and specific financial solutions to the companies Insurance brokers in accordance with the policies and transactional structures put in place by Broker Financial Solutions. Take charge of the analysis, proposal, negotiation and deliverable of the pertinent financial solutions by keeping with and conciliating with the company's strategic objectives and those of its partners. Develop strong relationships with the regional Senior Vice Presidents, regional Vice Presidents, regional Branch Managers and regional and operational teams. Develop strong relationships with the brokers who are partners with the company's with whom relations are established or to be established with Broker Financial Solutions.
The incumbent will report to the Vice President, Broker Financial Solutions.
Responsibilities:
1. Leader, coordinator and expert in the execution and the carrying out of Broker Financial Solutions financial transactions including the valuation of portfolios and brokerage firms, the negotiation of financial agreements as well as the pertinent legal documentation in collaboration with the appropriate regional business units as well as the various internal/external partners. Responsible for the planning and execution of the various transactions (including the strategy, financial structure, due diligence and integration initiatives). 2. Take complete responsibility of mergers and acquisitions (M&A) or investments processes of Broker Financial Solutions with Intact partners.  Analyze, recommend and execute investment decisions related to loans and strategic distribution investments. Develop tailored financial agreements that meet the needs of all parties involved.  Identify and analyse financial, business and tax risks and other issues identified. 3. Support acquisition initiatives by determining and providing required financial analysis, preliminary transaction and approval memos in order to get the necessary approvals. 4. Strong knowledge and comprehension of the P&C insurance products distribution in its region. Actively participates to grow the Intact portfolios executing Broker Financial Solutions transactions. 5. Support brokers, when needed, in determining their strategic, operational and financial objectives – focusing on support for growth and profitability targets.  6. Monitor loans and financial obligations of the brokers under the incumbent’s responsibility.  Identify, recommend and implement necessary solutions to maintain profitability of the existing investments. Sits when needed, on the board of directors meetings of brokerages in which we are invested.

Please forward a resume to info@commarecruitment.ca

Comma Recruitment are looking for an experienced Appraiser to work from your home, you will be responsible for driving to various locations within the Durham Region and the GTA core for the inspection and appraisals of Heavy trucks, trailers and equipment as well some automobile physical and mechanical damage, market value estimation, and monetary settlements. Provides quality service and ensures prompt and equitable settlement of claims in line with corporate policies and standards.

• Conducts field inspections to evaluate mechanical or physical damages to trucks and equipment of all makes and models through direct and in-person contact with insured's, claimants, and service providers. Prepares repair estimates using an automated appraisal system. Obtains from vendors repair cost agreements or quotations on replacement parts, labour rates, etc. When applicable, prepares total loss evaluations and facilitates their disposal.

• Within established authority limits, negotiates settlements with vendors or insured's. Composes summary reports on claims transactions and settlements and, if necessary, formulates recommendations for further action.

• As necessary, conducts re-inspections to ensure satisfactory completion of repairs in accordance with vendors' agreements.

• Maintains effective communication channels with claims departments. Coaches other appraisers and adjusters when required.

• Establishes and maintains productive business relationships and liaises with repair facilities and other service providers. Assists in the screening and review of vendors' performance to meet professional and corporate standards.

• Maintains current knowledge of insurance products as well as appraisal and investigation techniques and services. Identifies needs for process improvement and recommends changes to policies or procedures to maintain quality service and competitiveness.

Qualifications

• College Diploma or equivalent Industry related qualifications and experience

• Familiarity with Audatex and Mitchell software automating systems required

• Minimum 5 years experience working on Heavy Trucks and specialty vehicles

• Mechanic or Body Shop License preferred

• Training in Auto and Heavy Trucking Appraisal preferred

• Should possess sound knowledge skills including:

              Vehicle construction

              Mechanical systems

              Nomenclature

              Different cosmetic panel identification and repair

              Steering and suspension alignment and component analysis

              Trailer construction and repair

              Frame repair

              Contamination issues

 • Strong analytical skills to define problems/issues, collect data, establish facts, and draw valid conclusions.

• Must possess good market research skills for the determination of ACV's on heavy trucks, trailers and equipment.

• Effective verbal communication skills with experience in negotiating, interviewing, coaching, and dealing with insureds; plus good written communication skills to draft claims reports.

• Comprehensive knowledge of automobile construction and repair procedures

• Must possess a valid driver's license with a good driving record.

• Computer literacy

Please forward resume to info@commarecruitment.ca    

Do you want a short compressed work week?

Do you enjoy having three days off per week?

BCAA's Victoria Service Location has an opening for a permanent part-time (20 or more hours per week) Level II Licensed Insurance Advisor.  The successful candidate is required to work 4 days or 32 hours per week. As one of BCAA’s Member-facing team members, you are an insurance professional who delivers amazing Member experiences, every time.  While working in one of our BCAA service locations, you are a source of positive brand impressions to all BCAA Members.  You create long lasting relationships with our Members by continuously driving revenue growth through consultative selling to support BCAA to be the most trusted organization in British Columbia.

Sells, upgrade and cross-sell BCAA products and services to new and renewing Members

• Through consultative in-person or over the phone sales, acquires new membership and personal lines Insurance business to meet prescribed sales targets, BCAA and AAA/CAA best practices, standards and Underwriting guidelines
• Collaborate with BCAA or other supplier’s Underwriters
• Reviews product terms and conditions including, but not limited to, coverages, limits and exclusions to limit errors and omissions
• Creates and follows up on future business leads and upcoming renewals
• Deepens Member relationships through thoroughly reviewing and renewing memberships and insurance policies, cross-selling other BCAA products and services and meeting prescribed BCAA and AAA/CAA Member satisfaction goals

Manage Member/customer accounts and concerns

• Update Member information and insurance policy details in applicable systems
• Process insurance endorsements and updates coverages
• Issue new and renewal membership transactions such as memberships, Trip Tiks (auto travel planning), passport photos, international driving permits, Member maps, tour books and camp guides
• Resolve Member concerns by following BCAA’s Member resolution standards and meeting BCAA and AAA/CAA Member satisfaction goals

Process and manage Member/customer documents

• Process payments and follow up on outstanding payments
• Issue new and renewal Insurance policies, cancellations, endorsements, auto insurance plates and transfers
• Issue new, renewing and makes changes to memberships
• Meet all required processing standards for storage, retrieval, confidentiality accuracy and timeliness

Acquire and maintain industry, product and systems knowledge

• Active learning: Keeps up to date with industry knowledge and competitor’s product offerings
• Maintains a working knowledge of all BCAA membership and personal insurance lines manuals,best practices, standards, policies and systems
• Attends required BCAA and industry training courses
• Maintains annual insurance licensing requirements

Education:

• Completion of Grade 12
• Insurance Agent Level2 license
• Completion of Autoplan Essentials

Experience:

• 2 current and consecutive years of general insurance experience, with 1 year experience in selling home insurance

Skills:

• Demonstrated sales productivity and selling skills
• Good knowledge of personal lines Insurance products (except Life insurance)
• Ability to work within a fast paced team environment. Demonstrated multi-tasking skills.
• Proven judgment and decision making abilities. Must be able to consider costs and benefits of potential products in order to make appropriate recommendations.
• Proven critical thinking abilities. Must be able to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
• Ability to meet set sales and customer satisfaction targets and objectives
• Strong written and verbal communication skills
• Fluent in applicable systems
• Intermediate knowledge of MS Office Suite Products (Word, Excel, Outlook)

• Must successfully pass a background check, which may include a criminal, credit, and credential check.

Preferred Qualifications:

• Completion of CAIB 1, 2 and 3
• Limited history of Errors & Omissions. Be in good standing with the Insurance Council of BC.

At BCAA, we offer competitive compensation packages and excellent career advancement opportunities. To find out more, ask the hiring managers during your interview.

Gallagher, one of the largest brokers in the world, is expanding in Edmonton. We are looking for an energetic team player in the role of Producer/Account Manager to assume a book of business,  and develop new business, in the areas of  our Dealer programs, construction and manufacturing.  We have a strong team to assist you in achieving your goals, and to have some fun on the way there.  We offer a competitive and definable compensation package with incentives, employee benefits and pension plan. There is large window of opportunity with Gallagher, and a very bright future for the candidate who wants it.

Please send your resume to  Geoff Bell  at  geoff_bell@ajg.com.   All submissions will receive a response.

As an Aviation Account Manager, you will be an integral part of the Team helping grow the VIP Insurance Program for private pilots & aircraft owners across Canada.  This is an exciting growth opportunity to expand your insurance career into the Canadian aviation industry and develop your skills in sales, client management and specialty insurance products.

Our client is one of Canada’s top aviation insurance brokers with over 60 years of industry experience, four offices across Canada serving both private and commercial aviation clients, and several active pilots & aircraft owners working as brokers to deliver customized insurance solutions for the aviation industry.

Requirements:

• Current RIBO License (other provincial licenses a definite asset – especially Quebec)
• 2-3 years insurance experience as a broker
• Working knowledge of The Agency Manager (TAM)
• Working knowledge of MS Office - Word, Excel, and Outlook
• Fluently Bilingual in French and English
• High performance team player with positive and outgoing attitude
• Strong attention to detail and accuracy
• Excellent organization skills and able to manage multiple tasks, and follow-up on uncompleted tasks in a timely manner

Other Responsibilities:

As a member of the Aviation Team, you will also be invited to attend aviation conferences, airport open houses, local air shows and other industry functions to represent the Team as an industry expert in aviation insurance.

Please send your resume in complete confidence to leslie@insurancecareernet.com.