Full-Time Portfolio Manager – Personal Lines
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.
How to Apply
Apply Now! Refer to Job ID J-19735469 total views, 1 today