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Location

St Catharines, ON | Canada

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Job description

Job Summary:

The Personal lnsurance Specialist performs service, sales and related tasks. The objective of this position is to provide service beyond expectation to all of our clients according to our Brokerages procedures and standards. The foundation to be used in all situations will be to apply our Companies Values of "lntegrity, Competency and Empathy" in all of our dealings with clients, companies and fellow co-workers. 

Service Responsibilities:

• Primary function is to always be working proactively to retain accounts.
• Assess client's needs and provide accurate insurance advice to cover their exposures and meet their needs to their satisfaction.
• Provide solutions to client issues while meeting insurer obligations. 

New Business:

• Place new clients with insurers in accordance with their binding authorities and underwriting guidelines.
• Adhere to our companies new business guidelines and protocols with appropriate selection of business and documentation both to the client and on WINTAM.
• lntroduce the our companies Claims Advantoge to the new client.
• Advise clients of any limitations of coverage including Accident Benefits and Water 

Endorsements:

• Obtain and record all pertinent information as well as required documentation needed for the requested change. Complete a binder with the correct details and required documentation
• Process customer changes via lnsurer Portal in a timely and efficient manner. 

Renewals:

• Review renewals for accuracy (rating, discounts). Send VARIED TERMS letter as necessary. Contact the insured to address coverage needs or gaps such as 284, water limit, change in deductibles etc., and discuss any further insurance requirements and request referrals.
• Adhere to our companies renewal review and retention guidelines and protocols. 

Qualifications:

• RIBO licensed
• Excellent people skills, with experience collaborating in a diverse dynamic team
• Good communication skills
• Proven effectiveness in service
• Positive, supportive and enthusiastic team member
• Enthusiasm towards work with a passionate desire for meeting challenges
• Flexible and a self-starter, able to multi-task
• Strong understanding of Customer and lnsurance market dynamics and requirements
• Personal qualities of integrity, empathy, strong work ethic, credibility and a commitment to the Vision and Values of our company

Please contact:
Email/Text/Phone
Rebecca Collins 
905-836-3714
[email protected]
JOB# - JOS000000295

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Job tags

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Salary