| Position: | Personal Lines - Account Executive (RIBO) | Category: | Sales / Business Development |
| City: | Province: | ||
| 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 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 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 Required: • 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 |
