Full-Time Commercial CSR (Insurance Broker)

JOB-BORN Executive Search Inc. – Posted by Job-Born Executive Search Inc. – Anywhere

Job Description

Our client is searching for a RIBO-licensed Commercial Insurance Advisor, capable of soliciting and growing the business with new accounts.

RESPONSIBILITIES:

Responsible for managing a renewal book of business while soliciting and growing the business with new accounts.
Works closely with Producers and other staff on all aspects of client service, marketing, and renewal while adhering to best practices and standard procedures.
Initiate account planning 100 days in advance of the renewal
Maintain a retention rate of 95% or higher on your Book of Business
Set clear expectation for client and business partners by providing same day response time
In collaboration with Producers; coordinate, support plans, discuss arising issues and create comprehensive plans for existing clients
Develops new business from existing accounts and assigned leads, and contributes to meeting departmental production goals. Identifies and follows-up on cross-selling opportunities when appropriate
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
Maintain up-to-date workflow documentation and ensures workflows are followed
Ensure accurate and timely servicing and billing of accounts
Participate actively in cross-sell campaigns and other initiatives as required
Actively develop an increased knowledge of related insurance products and client needs
May participate in or conduct client meetings when necessary
Participate in training and professional development courses to enhance skills and industry knowledge
Other duties as assigned

REQUIREMENTS:

Minimum 5 years of commercial insurance experience required
University degree preferred
I.B.O license required
Working towards C.I.P. or C.A.I.B. designation
A team player with a strong work ethic
An unwavering commitment to delivering professionalism and expertise to our clients
Computer proficiency in MS Office

Mary Ann Warriner, President

LINKEDIN PROFILE

519-502-9607 TEXT ME AND I WILL TEXT YOU BACK

maryann@jobbornsolutions.com