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25 Jul 2017

Full-Time Personal Lines CSR

Insurance Career Network – Posted by Jan Mahood –  Mississauga, Ontario, Canada

Job Description

Our client is a major insurance brokerage firm with a branch office in Mississauga now looking for a Personal Lines Account Manager.

GENERAL DESCRIPTION:

·         Provide service to our Personal Insurance clients

·         Process renewals, policy changes, cancellations and claims transactions in accordance with company workflows and quality service standards

·         Handle incoming calls, e-mails, faxes and walk-ins

·         Prepare quotes, cross-sell, upsell and remarket clients as necessary

·         Function as the front line underwriter ensuring all risks are properly qualified and insured

·         Review policy wordings and documents to ensure accuracy and adequacy of coverage

·         Process transactions into various insurance company portals or as per company workflows require

·         Maintain client records & documentation using in our BMS (Applied TAM)

·         Manage Accounts Receivables (collection and reconciliation) as is required

·         Manage follow-up activities

·         Maintain professional business relationships with industry partners
PERSONAL CHARACTERISTICS

·         Professional, ethical, friendly and courteous in all interactions with clients and co-workers

·         Committed team player capable of multi-tasking and adaptable to change

·         Positive attitude

·         Excellent customer service and professional selling skills

·         Performs well in a busy organization. Remains calm when under pressure

·         Organized, efficient time manager who has ability to prioritize responsibilities

·         Excellent written and oral communication skills
QUALIFICATIONS

·         Minimum High School Diploma but Post-Secondary Education is an asset

·         RIBO licensed and current with continuing education requirements

·         3-5 years of Personal Insurance experience

·         Enrolled or working towards C.A.I.B. or C.I.P. Designations

·         Working knowledge of TAM or similar BMS

·         Familiarity with MS Office suite of products

How to Apply

Insurance Career Network is a recruitment agency focused exclusively on the insurance industry. Our relationships, knowledge and experience enable us to connect leading insurers, brokerages, and independent insurance firms with the most talented candidates for each role.
For consideration send your resume to jan@insurancecareernet.com or contact Jan at 416 703 5120 ext. 202

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

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