VIP Personal Lines

Location

Vaughan, ON | Canada

Job description

This position is responsible for the day-to-day sales and servicing of customer needs, marketing and making changes to existing accounts.

The Broker will act as a professional intermediary working directly with existing clients, prospects and underwriters.

The successful candidate must be highly motivated and have the ability to work in a fast-paced environment. They will be part of a team whose core objective is to maintain a high level of professionalism while exceeding expectations at each client interaction.

Essential Job Functions

• Business Development and Remarketing

•   Solicit new business sales via inbound and outbound calls

•   Prepare and complete applications, endorsements, binders and invoicing using TAM and carrier portals

•   Gather underwriting information, such as ordering MVR’s, Autoplus, Hits and Ezitv

•   Perform quotation transactions (Compu-Quote)

•   Recommend additional coverages and pursue cross selling / up selling opportunities

•   Meet with clients offsite to deliver group program presentations (some travelling required)

•   Send marketing material, emails, and other forms of correspondences to customers, through Facebook, Twitter, LinkedIn and other social media mediums
•   Analyze daily premium comparison reports provided by management

Renewals

• Perform annual renewal reviews and risk exposure analysis of policies
•  Provide competitive quotes to clients
• Process insurance policy changes, renewals and cancellations
• Communicate and confirm coverages to clients
• Maintain control of renewal expiration lists, binders, audits, and aged receivables

Customer Service

• Formulate and foster strong working relationships with the client and insurance company underwriters

•   Respond to client inquiries, company requests and insurance company representatives via telephone, incoming e-mail and mail

•   Provide customers detailed explanations on Masters products and services

•   Advise clients regarding insurance coverage(s) and risk management issues

•   Prepare proof of insurance (binders and endorsements) for financing and lease companies

•   Perform other related duties and special projects, as required

Agency Management / File System

 Update and maintain electronic client files in TAM and ensure all required documentation and activities are recorded

Qualifications & Experience

Required:

•   RIBO Licence

•   Minimum of five (5) years’ of personal lines insurance experience, specifically VIP clients

•   Thorough understanding of personal lines underwriting and coverages

•   Able to upload and process new business and policy changes to company portals

•   Familiarity with The Agency Manager (TAM) and/or Compuquote

  An Asset:

•  Have completed or working towards CIP and/or CAIB designation

Skill Sets Required:

•   Effective verbal and written communication skills

•   Excellent organizational and time management abilities

•   Self-motivation with ability to problem-solve with limited supervision

•   Flexibility to work in a fast-paced and dynamic environment with changing priorities

•   Ability to work independently and as a team member

•   Technically proficient in Microsoft Office programs: Outlook, Word, Excel and PowerPoint

•   Accurate data entry skills

To apply, please send your updated resume to:

Rachel Hoevenaars

Job Reference j-760

My Insurance Recruiter

VP Underwriting and Risk Management

[email protected]

Job tags

Salary