The position – R.I.B.(Ont) Licensed Account Manager and New Client Specialist (Personal Lines Insurance)

Our client was voted one of the Top 10 Insurance Brokers in Canada , they are proud of the culture and uniqueness they have developed. Also, ranked #3 Best Workplace in Canada in the 25 – 49 employees category by Great Place to Work. Providing insurance solutions since 1980, our client is a leading and well recognized insurance brokerage in the Durham region.  As a progressive insurance brokerage, their success will depend upon employee efforts to work as a team toward achieving the brokerage’s business objectives. By providing their customers with exceptional service and technical competency in a timely manner, they maintain the highest level of integrity and professionalism, attain sales goals, and improve the well being of their employees.

We are looking for an experienced, enthusiastic, and motivated individual to join our growing team! The ideal candidate would have a minimum of five years’ experience working in the insurance industry and a passion for delivering extraordinary service.

Key responsibilities: Provide an extraordinary experience by offering appropriate insurance solutions, flexible service options, and a best-in-class customer experience that results in surpassing new business and retention targets.


Provide ongoing friendly Customer Service, advising on insurance matters, assessing needs, recommending solutions, answering inquiries
Ensuring clients understand policy coverage and exclusions through clear and concise communication
Retaining existing clientele through extraordinary service levels, remarketing of renewals to alternate insurance companies, ensuring soliciting of mono-line accounts
Ensure the quality of business renewed or re-written meets guidelines
Processing policy changes on company portals and proactively communicating billing changes to clients
Responsible for pulling reports after obtaining required consents and documenting file
Responsible for generating new business opportunities in alignment with targets
Be timely and responsive to inbound insurance requests
Ensure the quality of business renewed or re-written meets guidelines
Quick and accurate quoting of all new prospects
Communicate with underwriters and obtain approvals for all underwriting referrals
Utilize services of the New Business Technical Assistant

Personal Attributes:

Comfortable with interacting with a variety of people
Can-do positive attitude
Strong understanding of insurance wordings
Strong Customer Service Skills including effective listening and people skills
Strong written and oral communication skills
Strong organizational and time management skills
Strong computer skills, MS Word, Excel, Outlook, CQ, EPIC, Blue Butler, and company portals
Effective listening and people skills
The ability to work in a fast-paced environment
Attention to detail imperative to eliminate any errors or omissions
Ability to work under pressure and multi-task
Strong ability to problem-solve difficult situations and provide solutions

Education and Experience:

Minimum 5 years experience in the insurance industry
Applied EPIC experience an asset
CIP or CAIB designation or working toward this designation an asset
RIBO license required
Experience in handling VIP clients is an asset
Sales Experience a requirement

What’s in it for you?

The opportunity to be part of a successful and growing company with a great culture
The chance to grow professionally and make a difference
The opportunity to work close to home
Contribute to a high performing team in a collaborative environment
Comprehensive compensation and benefits package

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.