Full-Time Portfolio Manager – Personal Lines
Job Description
Portfolio Manager (RIBO Licensed)
Rai Grant Insurance Brokers is an established, diverse, fast-paced and friendly large brokerage with our head office located in Markham, Ontario. We are currently seeking an organized, detail oriented Portfolio Manager to service our Group and House accounts at our Markham office.
Key responsibilities for this position include:
- Manage a portfolio of existing House account business.
- Provide full service to allocated portfolio, this includes but is not limited to: Re-markets, Payments and Policy change requests.
- Gathering and assessing background information on new personal auto and property applications
- In-House Group Insurance sales and service with our current 20+ group accounts.
- Detailed analysis of MVR and AutoPlus reports.
- Work with personal lines managers on VIP accounts
- Review client accounts on an annual basis and make decisions on the best course of action to be taken.
- Contacting and working with various company underwriters
- Up-sell/cross sell coverage’s on existing policies (such as optional accident benefits, valuable articles, existing mono-line cross sell, etc.)
- 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 or have a General Insurance Agent License with the willingness to obtain a RIBO license prior to start.
- Proven customer service skills
- Excellent communications skills
- Minimum 3 years’ experience within a Brokerage or Insurance company setting
- 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 reports.
- Underwriting knowledge will be considered a strong asset
- Candidate must be comfortable in a technology dependent environment.
- Working knowledge of Compu-Quote and Power Broker
- 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
- Has strong written and verbal communication skills
- Understanding of Group Insurance products also considered a strong asset (Economical, Aviva Traders and Intact-Novex)
- University/College Graduate or equivalent work experience
Preference will be given to those who are familiar and have working knowledge with Power Broker and Compu-Quote in a Brokerage setting.
This is a full time salary position.
Rai Grant Insurance Brokers offers a Group Benefits Plan, paid vacation, and financial support in furthering your insurance education.
Rai Grant Insurance Brokers is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
We thank all applicants for their interest and advise that only those selected for an interview will be contacted.
How to Apply
If you think you might be a fit, please e-mail your resume to Petar Germanski pgermanski@rgins.ca892 total views, 1 today
