Job Description

This position is responsible for the day-to-day sales and servicing of customer needs, marketing and making changes to existing accounts. The Broker will act as a professional intermediary working directly with existing clients, prospects and underwriters.  The successful candidate must be highly motivated and have the ability to work in a fast-paced environment.  They will be part of a team whose core objective is to maintain a high level of professionalism while exceeding expectations at each client interaction.

Essential Job Functions

Business Development and Re-marketing

 Solicit new business sales via inbound and outbound calls

 Prepare and complete applications, endorsements, binders and invoicing using TAM and carrier portals

 Gather underwriting information, such as ordering MVR’s, Autoplus, Hits and Ezitv

 Perform quotation transactions (Compu-Quote)

 Recommend additional coverages and pursue cross selling / up selling opportunities

 Meet with clients offsite to deliver group program presentations (some travelling required)

 Send marketing material, emails, and other forms of correspondences to customers, through Facebook, Twitter, LinkedIn and other social media mediums

 Analyze daily premium comparison reports provided by management Renewals

 Perform annual renewal reviews and risk exposure analysis of policies

 Provide competitive quotes to clients

 Process insurance policy changes, renewals and cancellations

 Communicate and confirm coverages to clients

 Maintain control of renewal expiration lists, binders, audits, and aged receivables

Customer Service

 Formulate and foster strong working relationships with the client and insurance company underwriters

 Respond to client inquiries, company requests and insurance company representatives via telephone, incoming e-mail and mail

 Provide customers detailed explanations on products and services

 Advise clients regarding insurance coverage(s) and risk management issues

 Prepare proof of insurance (binders and endorsements) for financing and lease companies

 Perform other related duties and special projects, as required

 Agency Management / File System

 Update and maintain electronic client files in TAM and ensure all required documentation and activities are recorded

Qualifications & Experience

 RIBO Licence

 Minimum of five (5) years’ of personal lines insurance experience, specifically VIP clients

 Thorough understanding of personal lines underwriting and coverages

 Able to upload and process new business and policy changes to company portals

 Familiarity with The Agency Manager (TAM) and/or Compuquote

 Effective verbal and written communication skills

 Excellent organizational and time management abilities

 Self-motivation with ability to problem-solve with limited supervision

 Flexibility to work in a fast-paced and dynamic environment with changing priorities

 Ability to work independently and as a team member

 Technically proficient in Microsoft Office programs:  Outlook, Word, Excel and PowerPoint

 Accurate data entry skills

Personal Attributes

 Maintain strict confidentiality

 Demonstrate a strong work ethic

 Be honest and trustworthy

 Be respectful of clients, co-workers and Management

 Highly motivated with a positive can-do attitude

How to Apply

Submit your resume through email to monica@insurancecareernet.com or call Monica  for more information 416 703-5120 ext 201

Job Categories: Account Manager. Job Types: Full-Time.

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