Our client is located in Wellington County (just north of Guelph). Their pride and focus is on community, clients and employee relationships as key and equally fundamental importance. Relationship based, insurance professionals connecting with clients to build that bond of trust and support for the ultimate client experience.  A fun, energetic, team atmosphere, an all inclusive and rewarding opportunity to excel in your career with a long standing community brokerage.  Fun! How about hosted quarterly social events for the entire team during business hours.

OFFERING: Paid benefits, 4 weeks vacation, 6 personal days, $500 annual fitness membership, related education paid, new business written/commercial business commission at 35%.  Offering a full bonus program paid at year end based on merit and results.

DUTIES:

• Interaction and communication with commercial lines clients
• Timely follow up and communication with clients and company partners will be an essential component in the job function
• Make coverage recommendations based on client profiles and assessments of client’s needs, discussing products offered while addressing needs and gaps in coverage
• Policy endorsement changes will be documented within the client management system. If necessary, updates to carrier electronic portals.
• Timely communication with internal staff regarding commercial lines business inquiries will be an essential component in the job function
• Paperless office: Electronic client file documentation in SigXP, DocXP and ComXP on all client related issues to ensure the file is up to date
• Know and understand the commercial lines business appetite of each of our company carriers, ensure the appropriate business is placed/quoted with the right company
• Monitor and follow up with all documentation requests made to clients and other parties to ensure a timely response to company carrier requests
• Read and understand verbal and written work orders and instructions such as leases, contracts, legislation, monitoring, summarizing transactions, and controlling processes
• Work with the Producer to ensure all renewal documentation is correct and delivered to the client within the prescribed time frames of the policy
• Work in cooperation with the Producer to follow up on any outstanding accounts receivable within 30 days of invoice
• Report any error and omission type issues ported to Management as soon as possible
• Know, understand, and work within the established policies, procedures, workflows and guidelines of the brokerage
• Attend training sessions and seminars as required
• Occasionally provide guidance, instruction, and direction for others
• Other duties as assigned

REQUIREMENTS: