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18 Oct 2021

Full-Time Commercial Lines Insurance Broker-Customer Service Representative

McLean & Dickey Ltd. – Posted by McLean and Dickey Ltd Orillia, Ontario, Canada

Job Description

Commercial Lines Insurance Broker – Customer Service Representative

Orillia, Ontario

Full-time, flexible work program

McLean & Dickey Ltd is looking for a RIBO-licensed professional to join our Commercial Team. If you’re passionate about delivering outstanding customer service and you’re a people person who enjoys building and nurturing long-term relationships with insurance partners, clients and your team members, then we’d like to meet you. You need to be detail-oriented with critical thinking skills that will enable you to provide our commercial clients with the best possible insurance solutions for their needs.

The Job:

Reporting to the Commercial Lines Manager, you will manage and grow an existing book of business. You’ll draw on your knowledge of commercial insurance to provide timely and expert advice to our commercial clients and contribute to our company’s overall sales projections by developing cross-selling opportunities and pursuing assigned leads.

Key Responsibilities:

  • Provide timely and professional customer service on existing client accounts.
  • Prepare proposals, market to insurers, calculate premiums, bind coverage, and prepare documentation, based on client needs.
  • Perform risk analysis, identify potential gaps in coverage and provide clients with insurance choices.
  • Make recommendations for coverage enhancements and identify and develop cross-selling opportunities.
  • Coordinate payment/financing arrangements.
  • Prepare renewal reviews and participate in negotiations and remarketing as required.
  • Build strong relationships with insurance providers and clients.
  • Remain up to date on product knowledge and continue self-development through industry training.
  • Participate in various related projects, as needed.

What you’ll need:

  • RIBO licensed
  • Minimum 2 years’ experience in commercial lines insurance
  • A positive attitude and a willingness to share knowledge and insight with the team.
  • Strong communication skills – both written and oral
  • Excellent negotiation skills
  • Strong conflict resolution skills with the ability to influence decisions and gain agreement and support
  • A strong attention to detail, ability to take initiative and meet deadlines.
  • Computer proficiency in MS Office
  • A results-oriented professionalism with a strong work ethic.
  • Experience with broker management systems – bonus points if you know Applied Epic and Policy Works.

Who we are:

Established in 1922, McLean & Dickey Ltd. is Simcoe County’s leading independent insurance brokerage servicing clients across Ontario. Don’t let our age fool you. We’re a thriving company with a dynamic and progressive work environment that fosters and supports continued education, community volunteerism and work-life balance. With lots of opportunities for growth and advancement, this position allows you to provide insurance solutions within a paperless, technology driven environment. If you like the idea of stepping away from the frantic big city pace and pursuing your career in a flourishing lakeside community, this is the place for you.

We offer:

  • Competitive compensation package
  • Flexible work program around core hours, Monday to Friday, based on a 35-hour work week, including a hybrid opportunity
  • Vacation and paid personal/sick days
  • Extended health care coverage including health, dental and vision care, life and travel insurance
  • Defined Contribution Pension plan
  • Tuition reimbursement for related education
  • RIBO Licensing and industry Association memberships paid
  • Continuing Education hours paid
  • Community volunteer hours reimbursement
  • Annual Performance Reviews
  • Afterhours claims service provided by Third Party Company
  • Support from in-house HR and IT departments
  • Free parking
  • Too many perks and incentives to list

How to Apply

Apply by email with resume to:  LindaA@mdins.ca

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

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