Contract Personal Lines Service Broker
Job Description
PERSONAL LINES CUSTOMER SERVICE BROKER:
The purpose of this role is to provide quality, responsive day-to-day client service. The Client Service Broker must be well organized, possess the ability to prioritize workflow in a timely manner and provide excellent customer service.
Client Service
• Respond to all client inquiries in a timely manner and act as back-up when other CSB’s are unavailable.
• Review renewals for coverage, accuracy and market when required • Adhere to binding authority set out by carriers
• Process and/or review all transactions
• Follow internal workflow
• Achieve division retention goals
• Identify upsell opportunities, explain and recommend to clients
• Identify cross selling opportunities and produce quality leads to sales team
• Discuss any potential problems or concerns the client may have with the Account Executive in the first year of business including notification of non-payment cancellations
Education
• RIBO License required
• University Degree or College Diploma, CAIB and/or CIP designation an asset
• 3-5 years personal insurance experience
• Knowledge of EPIC an asset
• Comprehensive and effective verbal/written communication skills
• Ability to work well under pressure with minimum supervision in a team environment
• Strong emphasis on a positive team dynamic
• Excellent time management and organization skills
• High attention to detail and accuracy
• Ability to multi-task between a variety of tasks, projects, and deadlines
How to Apply
Contact: Liz@myinsurancerecruiter.ca (289)649-0946 JOB # (JOS000000146)470 total views, 2 today
