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15 Jun 2022


Job-Born Executive Solutions Inc. – Posted by Lorie Smith Burlington, Ontario, Canada

Job Description

Great potential for advancement in this roll!
With multiple locations, this brokerage is looking for leaders and innovators to join their fast growing commercial lines department.
Salary is negotiable based on experience.


  • Being the central marketer for all producers
  • Quote new business
  • Service existing commercial book of business
  • Being a contributor in the development of commercial department workflows, policies and procedures
  • CRM (Zoho): Having the skillset and eager involvement on data input and best practice workflows in fully utilizing the CRM
  • Interaction and communication with commercial lines clients
  • Timely follow up and communication with clients and company partners
  • Make coverage recommendations based on client profiles and assessments of client’s needs, discussing products offered while addressing needs and gaps in coverage
  • Team environment, communication and working with internal staff regarding commercial lines business inquiries
  • Know and understand the commercial lines business appetite of each of our company carriers
  • Monitor and follow up with all documentation requests made to clients and other parties
  • Read and understand verbal and written instructions such as leases, contracts, legislation, monitoring, summarizing transactions
  • Ensure all renewal documentation is correct and delivered to the client within the prescribed time frames
  • 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
  • RIBO Licensed
  • CAIB courses or CIP a valued asset
  • Strong customer service skills: Exceptional conflict resolution, negotiation, and objection handling skills. A flexible attitude, with solid interpersonal skills.
  • Able to effectively communicate both orally and in writing
  • Effective working skills in MS office applications such as Word, Excel and e-mail based systems
  • Ability to navigate, extract information, and update Insurance Company portals
  • Proven accurate data entry and typing skills
  • Professional: customer service, appearance and manners
  • Familiarity of insurance regulations and ability understand written manuals and directives
  • Strong work ethic and positive team attitude
  • Able to work well under pressure
  • Strong attention to detail
Does this feel like a great opportunity for you!

How to Apply

Job#: j-33001
Lorie Smith Recruiter for the Insurance Industry 905-320-9967
BIG ENOUGH TO SERVE YOU …small enough to know you

Job Categories: Commercial Lines. Job Types: Full-Time. Salaries: 60,000 - 80,000.

Job expires in 17 days.

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