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Location

Burlington, ON | Canada

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Job description

Our client is a small, boutique based brokerage located in Burlington, ON. In business for over 30 years, they pride themselves on providing excellent customer service to their clientele. They believe in personalized, quality, professional service, and offering their clients the best insurance package for their needs.

They are  seeking a full-time, in-house Account Representative to service new and existing clients.

Qualifications

• Must be R.I.B.O licensed with experience in a brokerage setting
• Thorough understanding of personal lines business
• Strong client service and time-management skills, with high attention to detail
• Willingness to communicate with clientele over the phone
• Ability to work with minimal supervision
• Excellent verbal, written and numeracy skills
• Systems Proficiency with Power Broker, Compu-Quote and Microsoft Office software

Assets

• Knowledge of commercial lines business
• Experience with Insurance Company portals
• Preference will be given to local candidates

Duties

• Assisting existing clients with policy, billing, and informational needs
• Renewal reviews, with recommendations to clients
• Providing in-house quotations to potential clients and referral business
• Preparation of new business and/or remarketing of accounts
• Reporting and monitoring client claims
• Communicating with underwriters and insurance company representatives

They offer a comfortable and pleasant working environment with career growth opportunities. Centrally located, they are an equal opportunity employer and value a work/life balance.

Compensation Package: Salary position commensurate with experience, health benefits, professional development opportunities, and free parking.

For more info please contact me 

JOB ID# JOS000000379

Liz Gilthorpe CIP CRM
President, My Insurance Recruiter Inc.
Direct: 289 649-0946
[email protected]

Loving your job matters!

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Job tags

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Salary