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21 Jun 2022

Full-Time PERSONAL LINES CSR

JOB-BORN Executive Search Inc – Posted by CristinFilipuzzi –  Caledonia, Ontario, Canada

Job Description

We work on behalf of our clients to find the best insurance solutions to meet their needs.
Our Account Management team supports our Account Executives in this task, working with a range of insurance companies to find the package and quote that best meets the client requirements and then prepare the offer package, supporting the Executive to complete the deal.
The Account Managers performs the essential functions of client management, supporting the Account Executives, which include aiding clients with service needs and making changes to existing accounts.
They meet service and delivery standards and performs essential functions to the required quality and service levels.
Attention to detail is a must for this role along with a willingness to be part of a collaborative team.

PRIMARY RESPONSIBILITIES

  • Work as an efficient team with Account Executives to assemble, market and place coverage for
    new clients.
  • Provides technical support to Account Executives to benefit clients and to reach Executive and
    agency’s strategic business goals.
  • Help prepare proposals and complete applications in coordination with producers; submits
    applications to eligible and appropriate carriers; obtains client signatures on all applications;
    follows up to ensure timely receipt of quotations and policies.
  • Support clients’ needs by producing, certificates, policies, endorsements, and other related
    items; verifies their accuracy using established checklist
    Retention:
  • Prepares summaries of insurance, schedules, and proposals as needed for account review.
  • Helps re-market renewals, contacts clients, creates renewal proposals, and handles other
    renewal activities in coordination with the producers. This includes 120 day advance account
    review for marketing, renewal letter mailed to insured for updates, Acord applications updated,
    loss runs requested and submission of account 90 days prior to renewal.
  • Renews policies following agency standards; verifies each renewal’s accuracy; ensures that all
    renewals are processed.
  • Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between
    client and carrier.
  • Maintains and updates files in agency management system.
  • Verifies policy and change information, facilitating corrections when necessary.
  • Processes incoming email and mail requests, responding promptly and appropriately.
  • Verifies accuracy of all direct billed cancellations and takes appropriate corrective action when needed.
  • Determines reasons for requests for cancellations; acts to save accounts; notifies producers according to agency standards.

QUALIFICATIONS:

• Effective verbal and written communication skills
• Working knowledge of Personal Lines coverages, products and markets
• Ability to work well under pressure with minimum supervision
• Commitment to positive team dynamic
• Excellent time management and organizational skills
• High attention to detail and accuracy
• Ability to multi-task and respond to time sensitive deadlines
RIBO essential
Salary  $50-52,000
Benefits -50/50 health dental
$500 Group RRSP per annum
Vacation
Free Parking
INTERESTED?  Let’s Connect !

How to Apply

Always on the Hunt for You !
Cristin Filipuzzi
JOB-BORN Executive Search Inc.
Recruiter for the Insurance Industry
289-233-4691

Job Categories: Personal Lines. Job Types: Full-Time. Job Tags: insurance, insurance jobs, jobs, ontario, and personal lines. Salaries: 40,000 - 60,000.

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