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12 Sep 2017

Full-Time Personal Lines Client Service Broker

My Insurance Recruiter Inc – Posted by My Insurance Recruiter Inc. London, Ontario, Canada

Job Description

Personal Lines
New Opportunity – London Ont. 

The purpose of this role is to provide quality, responsive day-to-day client service. The Client Service Broker must be well organized and possess the ability to prioritize workflow in a timely manner. As well as must utilize certain skill sets to ensure the best possible service standards are delivered to each client.

Client Service

  • Answer telephone calls and handle client inquiries, including all routine calls and act as back-up when other Advisors are unavailable.
  • Review Renewals for Accuracy and Remarketing
  • Maintain Download Lists and Renewal Lists in Microsoft Excel
  • Review Renewal Lists and Short Lists to ensure that all renewals are bound and/or

    renewed prior to expiry.

  • Review Lapse Notices and send confirmation of lapse to the client
  • Bind coverage within specified binding authority
  • Prepare binders of insurance as required and forward copies of binders to appropriate


  • Invoice and/or review download of transactions for all policies and endorsements
  • Follow-Up/Abeyance for all outstanding documentation required to complete the client


  • Provide quotes for coverage to clients when outside of the new business guidelines
  • Provide quote for new business or forward to Account Executives for quoting in a timely


  • Discuss any potential problems or concerns the client may have with the Account

    Executive in the first year of business including notification of NSF installments and non-


  • Handle account queries from client and/or the Insurer’s accounting department
  • Calculate and discuss premium adjustments with the client
  • Achieve book of business retention goals
  • Cross Selling & Up Selling


  • RIBO License required
  • University Degree or College Diploma, CAIB and/or CIP designation an asset
  • 3-5 years Personal Insurance Experience
  • Knowledge of EPIC an asset
  • Comprehensive and effective verbal/written communication skills
  • Ability to work well under pressure with minimum supervision in a team environment
  • Strong Emphasis on a Positive Team Dynamic
  • Excellent time management and organization skills
  • High attention to detail and accuracy
  • Ability to multi-task between a variety of tasks, projects, and deadlines

How to Apply

Call, Email, Text at (289) 649-0946

Job Categories: Account Manager. Job Types: Full-Time. Salaries: 40,000 - 60,000.

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