- Full time
- Up to 50K plus commission
- Great Benefits
Responsibilities
• Responsible for acquiring new business/managing renewals
• Works closely with team on all aspects of client service, marketing, and renewal while adhering to best practices and standard procedures.
• Set clear expectation for client and business partners by providing same day response time
• Develops new business from existing accounts/leads. Identifies and follows-up on cross-selling opportunities when appropriate
• Responsible for the preparation of proposals for prospect and stewardship reviews for existing clients
• Manage account documentation (i.e., routine inquires, quotes, binders, statement of values, insurance contracts, endorsements, cancellations, etc.)
• Review client's current coverage and exposures, loss experience and analyze risk to determine the product/service requirements
• Maintain up-to-date EPIC workflow documentation and ensures workflows are followed
• Ensure accurate and timely servicing and billing of accounts
• Participate actively in cross-sell campaigns and other initiatives as required
• Actively develop an increased knowledge of related insurance products and client needs
• May participate in or conduct client meetings when necessary
• Participate in training and professional development courses to enhance skills and industry knowledge
• Maintain positive working relationships with clients, staff, other departments and offices
• Other duties as assigned
Requirements
• Minimum 5 years of commercial insurance experience required
• R.I.B.O license required
• Working towards C.I.P. or C.A.I.B. designation an asset
• Superb interpersonal skills and attention to detail
• Ability to be a self starter with strong written and oral communication skills as well as organizational skills
• Advanced skills in Outlook, Excel, Word
#IND
#ZR