Overview

Portfolio Manager – Personal Lines (RIBO Licensed)  Hybrid Role – 2 days per week working from home

Our client is an established, diverse, fast-paced and friendly large brokerage with their head office located in Markham, Ontario.  They are currently seeking an organized, detail oriented Portfolio Manager to service our Group (home & auto) House accounts.

  Key responsibilities for this position include:

·       Manage a portfolio of existing House account business.

·       Provide full service to allocated portfolio, this includes but is not limited to: Re-markets, Payments and Policy change requests.

·       Gathering and assessing background information on new personal auto and property applications

·       In-House Group Insurance sales and service with our current 20+ group accounts.

·       Detailed analysis of MVR and AutoPlus reports.

·       Work with personal lines managers on VIP accounts

·       Review client accounts on an annual basis and make decisions on the best course of action to be taken.

·       Contacting and working with various company underwriters

·       Up-sell/cross sell coverages on existing policies (such as optional accident benefits, valuable articles, existing mono-line cross sell, etc.)

·       Maintain complete and accurate client activity notes in Power Broker

·       Assessing risks and ensure that all applications and renewals are rated correctly

 

  Qualifications:

·       RIBO Licensed or have a General Insurance Agent License with the willingness to obtain a RIBO license prior to start.

·       Proven customer service skills

·       Excellent communications skills

·       Minimum 3 years’ experience within a Brokerage or Insurance company setting

·       Ability to work with little supervision

·       Strong organizational and time management skills

·       Detail-oriented

·       Knowledge or experience with selling techniques is preferred

·       Knowledge of Home and Auto insurance products

·       Ability to analyze MVR & AutoPlus reports.

·       Underwriting knowledge will be considered a strong asset

·       Candidate must be comfortable in a technology dependent environment.

About Insurance Career Network Inc.

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.

TO APPLY:  Register and submit your resume through this site or email your resume to francis@insurancecareernet.com or call Francis for more information 416 703-5120 x200.