PRODUCER – PERSONAL INSURANCE (Positions in Mississauga and Ajax)

GENERAL DESCRIPTION

Prime Directive: “New Business development”

• Insurance sales to new and existing clients through incoming calls, emails, faxes and referrals

• Quote, provide advice, council regarding coverage, appropriate product, pricing and payment options

• Function as first line underwriters, qualifying clients to maintain and promote quality business representing corporate objectives

• Review policy wordings and documents to ensure accuracy and adequacy

• Manage accounts receivables (collections and reconciliation – as required)

• Manage appropriate follow up activity

• Maintain professional relationships with business partners

• Tam input (prospect data, nb data, file documentation)

• Insurer portal transactions/activity

• Lead generation activity, alone & in collaboration with sale and marketing colleagues

• Participate as requested in PL planning and execution of growth, retention and continuous improvement goals and action plans

• Maintain RIBO hours as defined by RIBO continuing education guidelines

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

• Perform well in a busy operation, remain calm under pressure

• Strong organizational and time management skills and ability to prioritize

• Excellent written and oral communications skills

• Decision maker

• Positive customer service and sales attitude

QUALIFICATIONS

• Minimum High School Diploma – post secondary education an asset

• Current R.I.B.O. license with continuing education requirements imposed by RIBO

• 2-5 years insurance experience with minimum 2 years Personal Insurance experience

• CAIB, CIP accreditation or participation

• Working knowledge of TAM or similar BMS

• Familiarity with MS Suite of products

For consideration send your resume to jan@insurancecareernet.com or call Jan at 416 703 5120 ext. 202