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17 May 2018

Full-Time SURETY BROKER – OTTAWA

Insurance Career Network – Posted by Monica Ottawa, Ontario, Canada

Job Description

This position will support a dynamic Surety team in the Ottawa office. The successful candidate must be a self-starter that is able to assist in the management of the existing book of business.  In addition, the candidate will interpret financial statements while providing support to account managers, clients, and the management team.

By joining our client’s team, you will become part of a growing company that offers extensive training and frontline knowledge of the overall insurance industry.  We offer a competitive, salary based, compensation package including group health and retirement benefits, with future advancement opportunities within our organization.

Essential Job Functions

·         Meet with clients to gather updates, discuss their needs, and provide input as necessary to maximize their surety arrangement

·         Interact with underwriting staff to negotiate favourable terms for the client while meeting deadlines

·         Analyze accountant-prepared and client-prepared financial statements and interpret accordingly

·         Data entry for issuance of surety bonds

·         Prepare and issue any required paperwork and external correspondence

·         Provide support to management in both existing and new client meetings/communications

·         Ensure customer service expectations of the team are consistently met

·         Prepare invoices and maintain financial files

·         Assist with the training and mentoring process of other team members

·         Represent the company and attend industry-related social events from time to time

·         Perform other related administrative duties including assistance in premium collection

·         Prospecting and special projects, as required

 

Qualifications & Experience

·         Must be RIBO licensed, or willing to work towards the license or enrollment within 3 months; completion within 6 months

·         Three (3) to Five (5) years of experience

·         Ideal candidate would have either banking, surety, and/or financial analysis background

·         Post-secondary education in a financial or business-related field is an asset

·         Experience in similar role is an asset

Job Specific & Technical Skills

·         Proficiency in MS Office, namely Outlook, Word and Excel

·         Effective verbal and written communication skills

·         Excellent organizational and time management skills with the ability to prioritize tasks

·         Self-motivation with ability to problem-solve with limited supervision

·         Ability to work independently and as a team member

·         Proficiency to analyze information and make recommendations/decisions with information provided

·         Flexibility to work in a fast-paced and dynamic environment with changing priorities

·         Accurate data entry skills

 

How to Apply

Insurance Career Network is a recruitment firm focused exclusively on the insurance industry.  Our relationships, knowledge and leading experience enable us to connect leading insurers, brokerage firm and independent adjusting firms with the most talented candidates for each role. Since 1991, we have been building and nurturing relationships and with over 13,000 registered candidates, we can tap into our highly technical experience for our clients.  Our recruiters come directly from insurance related positions and bring a wealth of knowledge to each recruitment assignment. TO APPLY: Register and submit your resume through email to monica@insurancecareernet.com  or call Monica for more information 416 703-5120 ext 201.

Job Categories: Account Manager. Job Types: Full-Time.

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