3-5 years of Personal Lines sales experience including VIP high net wealth account management experience.
Comparable years of experience working with VIP insurers (i.e. Chubb, AIG, GCNA).
Confident professional who is able to sell and develop new business based on internal cross-selling opportunities & inside sales referrals.
Independent self-starter who is able to make effective prospect calls and develop new relationships based on leveraging existing networks, connections and centers of influence in the local community (i.e. outside sales).
Good listening skills and able to determine VIP client’s needs and priorities.
High performance team player, with a positive & outgoing attitude.
Excellent verbal & written communication skills.
Strong attention to detail & accuracy.
Excellent organization skills with the ability to manage multiple tasks, and follow-up on uncompleted tasks in a timely manner.
Current RIBO license.
Working knowledge of Applied Systems, The Agency Manager (TAM) system.
Working knowledge of MS Office – Word and Outlook.
Proactively strive to develop new VIP Private Client accounts with incoming & outgoing sales calls as well as client visits.
Respond to any internal VIP cross-selling and sales referral opportunities promptly and efficiently.
Conduct front line underwriting for any new client files, and all existing accounts.
Super-qualify new prospective VIP clients. Provide premium estimates and best “solution” for all clients & prospects.
Complete application process for new clients.
Work effectively as a team with Account Managers in order to oversee the service of a book of business including guidance on client renewals.
Uphold the VIP service standards to all Private Clients.
Complete remarketing of existing accounts, where necessary.
Document all account changes on client file in TAM.
Complete renewal applications and order reports.
Send all required documentation to clients.
Promote account-rounding with all clients.
Promote cross-selling & up-selling opportunities.
Complete customer-satisfaction calls.
About Insurance Career Network
Insurance Career Network is a recruitment firm focused exclusively on the insurance industry. Our relationships, knowledge and leading experience enable us to connect leading insurers, brokerage firm and independent adjusting firms with the most talented candidates for each role.
Since 1991, we have been building and nurturing relationships and with over 13,000 registered candidates, we can tap into our highly technical experience for our clients. Our recruiters come directly from insurance related positions and bring a wealth of knowledge to each recruitment assignment.
Register and submit your resume through this site or call Magda for more information 416 703-5120 x 205.