• Respond to all client inquiries in a timely manner and act as back-up when other Client Service Brokers’ are unavailable.

• Will work closely with Producers (both Personal and Commercial)

• Review renewals for coverage, accuracy and market when required

• Adhere to binding authority set out by carriers

• Process and/or review all transactions

• Follow internal workflow

• Achieve division retention goals

• Identify upsell opportunities, explain and recommend to clients

• Identify cross-selling opportunities and produce quality leads to the sales team

• Discuss any potential problems or concerns the client may have with the Account Executive in the first year of business including notification of non-payment cancellations

Education

• Minimum of 5 years relevant insurance and/or industry related experience

• University Degree or College Diploma, CAIB and/or CIP designation an asset

• 5 years RIBO License required

• Knowledge of EPIC an asset

• Comprehensive and effective verbal/written communication skills

• Ability to work well under pressure with minimum supervision in a team environment

• Strong emphasis on a positive team dynamic

• Excellent time management and organization skills

• High attention to detail and accuracy

• Ability to multi-task between a variety of tasks, projects, and deadlines