My Insurance Recruiter Inc
Location
London, ON | Canada
Job description
Personal Lines
New Opportunity - London Ont.
Client Service
Answer telephone calls and handle client inquiries, including all routine calls and act as back-up when other Advisors are unavailable.
Review Renewals for Accuracy and Remarketing
Maintain Download Lists and Renewal Lists in Microsoft Excel
Review Renewal Lists and Short Lists to ensure that all renewals are bound and/or
renewed prior to expiry.
Review Lapse Notices and send confirmation of lapse to the client
Bind coverage within specified binding authority
Prepare binders of insurance as required and forward copies of binders to appropriate
parties
Invoice and/or review download of transactions for all policies and endorsements
Follow-Up/Abeyance for all outstanding documentation required to complete the client
file
Provide quotes for coverage to clients when outside of the new business guidelines
Provide quote for new business or forward to Account Executives for quoting in a timely
manner
Discuss any potential problems or concerns the client may have with the Account
Executive in the first year of business including notification of NSF installments and non-
payment
Handle account queries from client and/or the Insurer’s accounting department
Calculate and discuss premium adjustments with the client
Achieve book of business retention goals
Cross Selling & Up Selling
Education
RIBO License required
University Degree or College Diploma, CAIB and/or CIP designation an asset
3-5 years Personal Insurance Experience
Knowledge of EPIC an asset
Comprehensive and effective verbal/written communication skills
Ability to work well under pressure with minimum supervision in a team environment
Strong Emphasis on a Positive Team Dynamic
Excellent time management and organization skills
High attention to detail and accuracy
Ability to multi-task between a variety of tasks, projects, and deadlines
Call, Email, Text at [email protected]Job tags
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