This job listing has expired and may no longer be relevant!
5 May 2021

Full-Time Portfolio Manager – Personal Lines

Jobborn Solutions – Posted by MeredithH Markham, Ontario, Canada

Job Description

Portfolio Manager – Personal Lines 
Markham   $55K plus commissions

Our client is an established, diverse, fast-paced and friendly large brokerage with their head office located in Markham, Ontario. They are currently seeking an organized, detail oriented Portfolio Manager to service their Group and House accounts.

Key responsibilities for this position include:

  • Manage a portfolio of existing House accounts
  • Provide full service to allocated portfolio, this includes but is not limited to: Re-markets, Payments and Policy changes
  • Gathering and assessing background information on new personal auto and property applications
  • In-House Group Insurance sales and service with their current 20+ groups
  • Detailed analysis of MVR and AutoPlus
  • Work with personal lines managers on VIP accounts
  • Review client accounts on an annual basis and make decisions on the best course of action
  • Contacting and working with various company underwriters
  • Up-sell/cross sell coverages on existing policies
  • Maintain complete and accurate client activity notes in Power Broker
  • Assessing risks and ensure that all applications and renewals are rated correctly

Qualifications:

  • RIBO Licensed
  • Proven customer service skills
  • Excellent communications skills
  • Minimum 2 years’ experience within a Brokerage
  • Ability to work with little supervision
  • Strong organizational and time management skills
  • Detail-oriented
  • Knowledge or experience with selling techniques is preferred
  • Knowledge of Home and Auto insurance products
  • Ability to analyze MVR & AutoPlus
  • Underwriting knowledge will be considered a strong asset
  • Working knowledge of Compu-Quote, Powerbroker and Company portals
  • Professional, friendly and respectful in all interactions with company partners and colleagues
  • Team player, willing and able to adapt to change
  • Able to perform well in a busy office and be steady under pressure
  • Understanding of Group Insurance products an strong asset (Economical, Aviva Traders and lntact-Novex)
  • University or College Graduate or equivalent work experience

Preference will be given to those who are familiar and have working knowledge with Power Broker, Compu-Quote and Company Portals and experience in a Brokerage setting.

Our client offers:

a Group Benefits Plan,

3 weeks paid vacation,

Financial support in furthering your insurance education.

Plus Commission on New Business generated.

They are offering a one year work from home option, post-pandemic, this position will be in office.

Text Me – I’ll Text You Back!
647-766-1758
Meredith Howell, Insurance Recruiter
JOB-BORN Executive Search Inc.

How to Apply

Apply Now! Refer to Job ID J-19735

Job Categories: Personal Lines. Job Types: Full-Time. Salaries: 40,000 - 60,000.

469 total views, 1 today

Apply for this Job