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13 May 2019

Full-Time PERSONAL LINES ACCOUNT MANAGER / CSR

Heather Cox & Associates Inc. – Posted by Heather Cox & Associates Anywhere

Job Description

Linking Talent to Opportunity – Positively Impacting People and Businesses

PERSONAL LINES ACCOUNT MANAGER/CSR

Location: Markham  

Why work for our client?

  • Growing brokerage that has access to all the major markets and provides stability and advancement opportunities

Responsibilities:

  • Obtain information from Clients and/or Producers to create submissions to Insurers
  • Prepare underwriting submissions, client proposals and maintain accurate documentation with respect to new submissions and renewals
  • Negotiate terms/pricing/policy conditions with Underwriters and analyze proposals with the ability to make recommendations in terms of the best options for price, coverage and risk alternatives
  • Process binders, invoices, Certificates of Insurance and other documents
  • Review policy wordings and other documentation for accuracy
  • Follow up with Insurers/Clients for outstanding information, endorsements, policy documents
  • Respond to telephone calls/written enquiries from Clients and Underwriters in a timely and professional manner
  • Maintain up-to-date records, expiry lists, daily abeyances
  • Maintain receivables
  • Build & maintain strong relationships with Insurers and Clients
  • Train and mentor junior staff

Qualifications: 

  • RIBO with a minimum of two years’ Personal Lines experience
  • Strong customer service skills in order to maintain long-term growth and retention
  • Excellent organizational, planning and prioritizing skills
  • Proactive approach to problems and issues, working ahead of potential challenges
  • Well-spoken and great interpersonal skills
  • Goal oriented, highly motivated and resourceful to achieve results
  • Positive attitude with a strong work ethic

How to Apply

To apply for this opportunity please submit your resume to the attention of Heather Cox via e-mail: resumes@ hcox.ca  or Phone: (416) 935-0901 or LinkedIn https://www.linkedin.com/in/heather-cox-883062a We thank all applicants for their interest, however, only candidates selected for an interview will be contacted Heather Cox & Associates will accommodate people with disabilities through the recruitment and selection process. Applicants are encouraged to make their needs known in advance if accommodation is required.

Job Categories: Account Manager. Job Types: Full-Time. Job Tags: Heather Cox.

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