• Current RIBO license
• Minimum 5 years Commercial Insurance experience
• Working knowledge of MS Office – Word, Excel, and Outlook
• CAIB, CIP, CRM – Assets
• High performance team player
• Positive & outgoing attitude
• Excellent verbal & written communication skills
• Strong attention to detail & accuracy
• Excellent organization skills
• Ability to manage multiple tasks, and follow-up on uncompleted tasks
• Sound Commercial Insurance knowledge and experience

Key Responsibilities:

• Update underwriting information
• potentially go out to see a locally based client on their own.
• Prepare pre-renewal client material
• Prepare submissions to market for new & renewal business
• Obtain, negotiate, compare and present terms
• Prepare premium comparison tables and Marketing lists
• Bind coverage and order Policies
• Check and send out policy documents
• Prepare insurance binders, invoices & billing material
• Arrange premium financing quotes & contracts
• Collect all premiums from Clients
• Develop relationship with International Broker Partners & Markets
• Review lease and other contracts
• Prepare prospect/ client proposals
• Have pre-renewal meeting with Client
• Respond to client inquiries & requests
• Correspond with commercial insurance underwriters
• Maintain Renewal List
• Assist Clients with completion of applications
• Respond to underwriting queries

Liz Gilthorpe, CRM, CIP, BA
JOB-BORN Executive Search Inc.
Executive Recruiter
Recruiters for the Insurance Industry
289 649-0946
liz@jobbornsolutions.com
www.jobbornsolutions.com