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11 Nov 2019

Full-Time VIP Personal Lines Accounts Executive

Confidential – Posted by Pooja –  Anywhere

Job Description

Job Summary

This position is responsible for the day-to-day sales and servicing of customer needs, marketing and making changes to existing accounts. The Broker will act as a professional intermediary working directly with existing clients, prospects and underwriters. The successful candidate must be highly motivated and have the ability to work in a fast-paced environment. They will be part of a team whose core objective is to maintain a high level of professionalism while exceeding expectations at each client interaction.

Essential Job Functions

  • Business Development and Remarketing
  • Solicit new business sales via inbound and outbound calls
  • Prepare and complete applications, endorsements, binders and invoicing using TAM and carrier portals
  • Gather underwriting information, such as ordering MVR’s, Autoplus, Hits and Ezitv
  • Perform quotation transactions (Compu-Quote)
  • Recommend additional coverages and pursue cross-selling / up-selling opportunities
  • Meet with clients offsite to deliver group program presentations (some travelling required)
  • Send marketing material, emails, and other forms of correspondences to customers, through Facebook,
  • Twitter, LinkedIn and other social media mediums
  • Analyze daily premium comparison reports provided by management

Renewals

  • Perform annual renewal reviews and risk exposure analysis of policies
  • Provide competitive quotes to clients
  • Process insurance policy changes, renewals and cancellations
  • Communicate and confirm coverages to clients
  • Maintain control of renewal expiration lists, binders, audits, and aged receivables

Customer Service

  • Formulate and foster strong working relationships with the client and insurance company underwriters
  • Respond to client inquiries, company requests and insurance company representatives via telephone, incoming e-mail and mail
  • Provide customers detailed explanations on Company’s products and services
  • Advise clients regarding insurance coverage(s) and risk management issues
  • Prepare proof of insurance (binders and endorsements) for financing and lease companies
  • Perform other related duties and special projects, as required
  • Agency Management / File System
  • Update and maintain electronic client files in TAM and ensure all required documentation and activities are recorded

Qualifications & Experience

Required:

  • RIBO License
  • Minimum of five (5) years’ of personal lines insurance experience, specifically VIP clients
  • Thorough understanding of personal lines underwriting and coverages
  • Able to upload and process new business and policy changes to company portals
  • Familiarity with The Agency Manager (TAM) and/or Compuquote

An Asset:

  • Have completed or working towards CIP and/or CAIB designation
  • Skill Sets Required
  • Effective verbal and written communication skills
  • Excellent organizational and time management abilities
  • Self-motivation with the ability to problem-solve with limited supervision
  • Flexibility to work in a fast-paced and dynamic environment with changing priorities
  • Ability to work independently and as a team member
  • Technically proficient in Microsoft Office programs: Outlook, Word, Excel and PowerPoint
  • Accurate data entry skills

Personal Attributes

  • Maintain strict confidentiality
  • Demonstrate a strong work ethic
  • Be honest and trustworthy
  • Be respectful of clients, co-workers and Management
  • Highly motivated with a positive can-do attitude

 

How to Apply

If this position is of interest, Please forward a copy of your resume to :  Pooja@resolverecruit.com or  call Pooja for more information 905-568-8500 ext 224.

Job Categories: Personal Lines. Job Types: Full-Time. Salaries: 60,000 - 80,000.

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