Full-Time Personal Lines VIP Broker
Job Description
This position is responsible for the day-to-day sales and servicing of customer needs, marketing and making changes to existing accounts. The Broker will act as a professional intermediary working directly with existing clients, prospects and underwriters. The successful candidate must be highly motivated and have the ability to work in a fast-paced environment. They will be part of a team whose core objective is to maintain a high level of professionalism while exceeding expectations at each client interaction.
Essential Job Functions
Business Development and Re-marketing
Solicit new business sales via inbound and outbound calls
Prepare and complete applications, endorsements, binders and invoicing using TAM and carrier portals
Gather underwriting information, such as ordering MVR’s, Autoplus, Hits and Ezitv
Perform quotation transactions (Compu-Quote)
Recommend additional coverages and pursue cross selling / up selling opportunities
Meet with clients offsite to deliver group program presentations (some travelling required)
Send marketing material, emails, and other forms of correspondences to customers, through Facebook, Twitter, LinkedIn and other social media mediums
Analyze daily premium comparison reports provided by management Renewals
Perform annual renewal reviews and risk exposure analysis of policies
Provide competitive quotes to clients
Process insurance policy changes, renewals and cancellations
Communicate and confirm coverages to clients
Maintain control of renewal expiration lists, binders, audits, and aged receivables
Customer Service
Formulate and foster strong working relationships with the client and insurance company underwriters
Respond to client inquiries, company requests and insurance company representatives via telephone, incoming e-mail and mail
Provide customers detailed explanations on products and services
Advise clients regarding insurance coverage(s) and risk management issues
Prepare proof of insurance (binders and endorsements) for financing and lease companies
Perform other related duties and special projects, as required
Agency Management / File System
Update and maintain electronic client files in TAM and ensure all required documentation and activities are recorded
Qualifications & Experience
RIBO Licence
Minimum of five (5) years’ of personal lines insurance experience, specifically VIP clients
Thorough understanding of personal lines underwriting and coverages
Able to upload and process new business and policy changes to company portals
Familiarity with The Agency Manager (TAM) and/or Compuquote
Effective verbal and written communication skills
Excellent organizational and time management abilities
Self-motivation with ability to problem-solve with limited supervision
Flexibility to work in a fast-paced and dynamic environment with changing priorities
Ability to work independently and as a team member
Technically proficient in Microsoft Office programs: Outlook, Word, Excel and PowerPoint
Accurate data entry skills
Personal Attributes
Maintain strict confidentiality
Demonstrate a strong work ethic
Be honest and trustworthy
Be respectful of clients, co-workers and Management
Highly motivated with a positive can-do attitude
How to Apply
Submit your resume through email to monica@insurancecareernet.com or call Monica for more information 416 703-5120 ext 201426 total views, 1 today