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19 Apr 2018

Full-Time Commercial Lines CSR

Insurance Career Network – Posted by Jan Mahood Markham, Ontario, Canada

Job Description

Experienced Commercial Lines Account Executive to manage and service Commercial Lines accounts ranging from risks small in nature to large international accounts.  We require an individual with the ability to quote new business, process renewals, mid term policy changes and assist with day to day customer inquires both over the phone and via email.

  • Obtain information from Clients and/or Producers and create submission to Insurers
  • Prepare underwriting submissions, client proposals and maintain accurate documentation with respect to new submissions and renewals
  • Process binders, invoices, Certificates of Insurance and other documents as required
  • Review policy wordings and other documentation for accuracy
  • Follow up with Insurers/Customers for outstanding information, endorsements, policy documents
  • Respond to telephone calls and written inquiries from clients and underwriters in a timely and professional manner
  • Maintain up to date records, expiry lists, daily abeyances,   Maintain receivables
  • Negotiate terms/pricing/policy conditions with Underwriters and analyze proposals with the ability to make recommendations in terms of the best options for price, coverage and risk alternatives and brokerage income  Build & maintain strong relationships with Insurers and clientele
  • Train and mentor junior staff where needed  Other miscellaneous duties and special projects as assigned

Qualifications:

  • R.I.B.O. licensed with a minimum of two years Commercial Lines experience
  • Strong customer service skills in order to maintain long term growth and retention
  • Able to work effectively as part of a team
  • Ability to meet deadlines and communicate the status of assignments
  • Ability to effectively participate in multiple projects High degree of resourcefulness, flexibility and adaptability
  • Skill in teamwork, communication, innovation, adaptability and decision making
  • Advanced skills in Microsoft Office & Excel Proactive approach to problems and issues, working ahead of potential challenges
  • Excellent organization, planning and prioritizing skills
  • Ability to work independently with limited supervision
  • Ability to work well with members of the team & other coworkers
  • Excellent verbal and written communication skills
  • Ability to always provide professional customer service
  • Positive attitude & strong work ethics
  • Well spoken, great demeanor and great interpersonal skills Goal oriented and highly motivated and resourceful to achieve results

How to Apply

Insurance Career Network is a recruitment agency focused exclusively on the insurance industry. Our relationships, knowledge and experience enable us to connect leading insurers, brokerages, and independent insurance firms with the most talented candidates for each role.
For consideration send your resume to jan@insurancecareernet.com or contact Jan at 416 703 5120 ext. 202

Job Categories: Broker. Job Types: Full-Time.

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