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 Re-marketing

 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 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

 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

 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

Personal Attributes

 Maintain strict confidentiality

 Demonstrate a strong work ethic

 Be honest and trustworthy

 Be respectful of clients, co-workers and Management

 Highly motivated with a positive can-do attitude

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 Francis for more information 416 703-5120.