My Insurance Recruiter Inc
Location
Hamilton, ON | Canada
Job description
SUMMARY OF JOB: Personal Lines VIP CSR
VIP Account Manager will service needs of our client's “Signature Clients” & manage the section.
Handle renewals, claims, all service needs of clients
Account round, quote new sales and referrals for clients and their families.
Cross sell to Commercial & Financial Service.
Meet sales goals as set out with management.
REQUIREMENTS:
Valid RIBO License
Minimum 4 years Brokerage Experience
Minimum 2 years VIP Personal Lines
CAIB/CIP Designation or working towards
Knowledge of Company Portals
DESCRIPTION OF MAJOR DUTIES: Handle all major duties with minimal supervision. Have a complete knowledge of all rules and regulations for all insurers.
Must have the ability to communicate and perform clearly and quickly. Responsible for daily client calls. Process changes and request from clients.
Underwrite all renewals thoroughly – responsible for the retention of the assigned Signature Client alpha section with expectation of 95% retention. Always keeping loss ratio and profitability in mind.
Acquire x-date for second/third piece of business. Communicate to client that our client offers a full range of Financial and Commercial Services. Advise their sales team who will then follow up with a contact call to process the sale.
Utilize the computer system to its fullest. Utilize TAM, company portals and EDI.
Responsible for any accounts receivable on agency bill accounts.
Responsible to take claims from client, report claim to the insurance company and assist client if there are any problems. Attach claims to correct date of loss, send out claim follow-up letters and bring any large or problem claims to manager’s attention.
Must have working knowledge of Microsoft Office Products: Outlook, Word and Excel & Company portals.
Address courier and mail for the alpha section. CSR Assistant is available for assistance.
For more info please email me
JOB ID# 641
Sue Warner
Senior Executive Recruiter,
[email protected] 289 829 0526
Loving your job matters!
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