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Location

Vaughan, ON | Canada

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Job description

Our Client is large a brokerage located in Vaughan.  They are currently looking for an Intermediate Personal Lines Account Manager  (CSR) to grow with their team. 

If you have a minimum of 5+ years experience as a RIBO Licensed CSR working in a brokage and have a desire to continue their insurance career in a highly energetic and positive environment, then this office is where you would like to be. 

• TAM Experience 
• Service Clients needs via phone and in person.
• Call Clients for direct bill over due notice.
• Send out inspection recommendation letters.
• Follow up on company requests for underwriting info.
• Forward cheques to company on behalf of client.
• Rate and quote all existing, renewal and monoline Personal Lines risks.
• Remarket clients if required in order to maintain business.
• Screen and process Personal Lines applications, obtaining complete information from client.
• Review applications, renewal requests, and endorsements for compliance with underwriting authority and guidelines.
• Process Lombard changes on line and forward letter to client.
• Prepare and/or authorize ID cards for Auto clients when necessary.
• Initiate, screen, and prepare endorsement requests on Personal Lines.
• Handle mortgagee requests and inquires by telephone and /or letter. (binders)
• Collect A/R process cancellation requests.
• Rate and compute endorsement, cancellation, additional, or return premiums.
• Keep up to date on rate, form, and coverage changes through bulletins, circulars and comp-u-quote.
• Take claim reports and maintain claim files on clients handled.
• Contact Clients when cancellation notice is received to see if it can be reinstated.  If not add activity to follow/up to write business again and add activity to state why business was lost.
• Participate in seminars and classes for skill and knowledge development.
• Perform other duties as required.
• Authorize Personal Lines coverage binding within authority granted by carrier and meeting RDA underwriting guidelines.
• Contact carriers as needed.
• Contact producers as needed.
• Maintain client files and client contact as needed.
• Submit required reports to Personal Lines CSR Supervisor in a timely manner.
• Adhere to and comply with established agency procedures.
• Communications Log (cancelled clients) – Daily
  Expiration Report (F/U Renewals if missed) – Weekly
  Age Receivable Report (payments) – Weekly
  Claims Report (F/U on large payouts, review and underwrite as required) – Monthly – QuarterlyMonoline List (Solicit the Business) – Daily/Weekly

Email, text or call me: JOB # JOS0000000127

[email protected]
(289) 649-0946

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Job tags

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Salary