Location
Markham, ON | Canada
Job description
Client Service Associate - Personal Lines
Markham, Ontario
Our client has an exciting opportunity available for a Client Service Associate supporting their Personal Lines Team in Markham!
WHAT THEY OFFER: - Excellent growth and advancement opportunities
- Competitive pay based on experience.
- Generous benefits package: health, dental, vision, etc.
- Employee Stock Purchase Plan.
WHAT YOU’LL DO: - Responsible for the day-to-day account management of an assigned book of business, including but not limited to processing policies/endorsements, invoicing, issuance of certificates of insurance, claims reporting and follow-up as needed, premium breakdowns, auto ID cards, policy changes, review of policy forms, providing coverage comparisons, loss analysis and responding to coverage questions.
- Build courteous and successful relationships with clients and carriers to improve client retention.
- Processing and submitting any endorsements on carrier portal or liaison with direct underwriters.
- Be able to provide proper risk management on client’s profile based on their need and ensure proper insurance coverage and limits are offered to the client.
- Identify gaps in coverage and consult leadership or producer of options to advise the client.
- Assist in growing the assigned book of business through account rounding and referrals.
- Support marketing and sales teams as needed.
- Follow agency guidelines, policies, and procedures.
- Promote teamwork, support, knowledge sharing, and a positive attitude in the department.
- Promote a commitment to achieve or exceed internal and external performance standards.
- Participate in training opportunities to remain current on industry information, and new products.
- All other duties as assigned.
WHAT YOU’LL NEED: - Minimum 3 years of insurance experience with RIBO License in good standing.
- Knowledge of Personal Lines Insurance products
- Strong organizational, good verbal and written communication skills.
- Strong attention to detail and accuracy.
- Knowledge of Applied Rating Services.
- Proficient knowledge of Microsoft Office 365 products, including but not limited to Outlook, Word and Excel.
- Efficient in TAM and/or EPIC.
- Positive attitude and ability to multitask.
Job tags
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