Full-Time Senior CL Account Executive
Job Description
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
How to Apply
For consideration send your resume to jan@insurancecareernet.com9048 total views, 1 today
