EDUCATION & EXPERIENCE REQUIRED:

• University or College Education
• RIBO Designation
• Minimum of 8 – 10 years commercial general insurance and or brokerage working experience

SKILLS AND ATTRIBUTES REQUIRED:

• Well organized with the ability to multi-task

• Customer service oriented

• Ability to maintain a high level of accuracy and confidentiality

• Highly developed presentation skills

• Ability to work independently as well as in a team

• Exceptional time management skills

• Outstanding verbal and written communication skills

• Ability to exercise discretion and tact in sensitive and confidential situations

• Advanced computer proficiency with special emphasis on the Microsoft Office suite of tools

• Superior analytical skills

• Valid Ontario Drivers Licence and access to a vehicle

DUTIES AND RESPONSIBILITIES:

• Respond orally or in writing to questions from clients regarding coverages, including review of current insurance, expansion of present cover or addition of new coverages

• Review contracts and agreements and recommendations

• Oversee production of various documents, including third party certificates, coverage summaries, premium summaries, bordereaux, etc

• Produce renewals

• Make regular contacts with subscribers through meeting and presentations

• Review and assess new applications, negotiate premiums, deductibles, and policy terms and then develop quotations independently or with other staff

• Present quotations to applicants and subsequently, follow up for the status

• Assess needs of clients for new products and services available in the marketplace

• Calculate amounts to be invoiced, including premiums for new business and other charges

• Assist with annual renewal procedures as required

• Adjust premiums as required

• Act as initial contact for non-liability claims

• Advise clients re deductibles and coverages

• Meet regularly with claims examiners to discuss coverage issues and specific claims

• Communicate orally or in writing how coverage will match client needs

• Recommend new or changed coverage; determine appropriate market; arrange for implementation with the selected insurance market

• Review subscriber and health care literature and industry publication for changing needs and products

• Consult with staff in other departments regarding various issues and special projects

• Supervise activities of CSR staff in brokerage on document processing or client service

• Assist in the training of new staff

For consideration send your resume to jan@insurancecareernet.com