Position: Personal Lines - Account Executive (RIBO) Category:

Sales / Business Development


Branch Name: Mississauga Dress Code:
Branch Phone: (905) 5688828 Job ID: 5519
Pay Info: Order Type: DH

Job Summary
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

• 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 Company’s 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 License
• 2 - 5 years’ of personal lines insurance experience, VIP clients an asset
• Minimum 5 years of experience with VIP Clients will be an asset
• 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 the 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