Business management Jobs in St catharines on
Last updated: 1 day ago
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Business Account Specialist
Job BornSt. Catharines, ONBusiness Development - Strategic Development Program
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Aerosports Trampoline ParkSt. Catharines, ON, CARemote Work From Home-Entry Level Management Position
American Income Life AO - Joshua SpenceSt Catherines, ON, CABusiness Account Specialist
Job BornSt. Catharines, ON30+ days ago
Salary
CAD45000–CAD70000 yearlyJob type
- Permanent
Job descriptionProvide solutions to client issues to their satisfaction while meeting insurer obligations Always be working proactively to retain accounts Ensure accurate and timely servicing and billing of accounts Place new clients with insurers in accordance with their binding authorities and underwriting guidelines Adhere to Group new business guidelines and protocols with appropriate selection of business and documentation both to the client and on EPIC Be responsible for the input of standard applications in EPIC as received by the Business Account Executive(s) and for the preparation of proposals for prospects and existing Be responsible for the review and accuracy of all policy documents prior to delivery to the client Advise Business Account Executive(s) of any limitations of coverage Obtain and record all pertinent information as well as required documentation needed for the requested change Process customer changes in a timely and efficient manner Review renewals for accuracy (exclusions, warranties). Contact the Business Account Executive(s) to address coverage needs or gaps and discuss any further insurance Adhere to Group renewal review guidelines and protocols Coach the client on the loss in order to enable them to make an informed decision on how to proceed, while making sure to deliver on the “ Claims Advantage” if applicable Complete claims report and transmit to the Insuring Company. Enter a LOSS activity in EPIC to follow up on policy changes required as a result of the loss. Advise Insurance Follow-up with the client to ensure satisfaction with Claims Handling Advise client by registered letter of non-renewal. Be prepared with an alternative market for the insured to ensure no lapse in coverage. If the client requests cancellation, explore reasons. Document cancellation and reason At the client’s request, send fully completed cancellation voucher or obtain renewal At the Insurance Company request for Non-Pay – process cancellation At our Accounting Department request, send the request per the Group If payment is received, obtain authorization to reinstate through company underwriting Respond to client inquiries in a timely manner with the goal of exceeding their Continuous effort to stay current on all products provided by our contracted insurers Maintain up to date, organized client files following Group procedures and Update client information on system as required (EPIC and Policy Works) Participation in in-house and seminar courses and implement learning into the Obtain a minimum of 8 continuing education hours annually Refer Life and Health leads to Group Life department Remain open to learning and share knowledge and skills with others Adherence to developed Group standard operating procedures and guidelines Be an effective team player to both the department and the Group as a whole Maintain processing time limits in accordance with required Group Binding RIBO license and working on or completion of CAIB OR OTL Licensed Excellent people skills, with experience collaborating in a diverse dynamic team Good communication skills Proven effectiveness in service Positive, supportive and enthusiastic team member Enthusiasm towards work with a passionate desire for meeting challenges Flexible and a self-starter, able to multi-task Strong understanding of Customer and Insurance market dynamics and requirements Personal qualities of integrity, empathy, strong work ethic, credibility and a commitment to the Vision and Values of the Insurance Group
Business Account Specialist St Catharines- HYBRID opportunity
Job ID # J43893
The Business Account Specialist works closely with Business Account Executive(s) performing a
high level of support, service, and related tasks. The objective of this position is to provide
service beyond expectation to all clients, companies and colleagues, always applying the
foundation of Group Core Values, “Integrity, Competency and Empathy”, while adhering
to all Group procedures and standards.
Service Responsibilities :
- In collaboration with Business Account Executive(s) (and at times independently) assess
clients’ needs and provide accurate documentation to cover clients exposures
New Business and Rewrites :
clients as required
Endorsements :
Renewals :
requirements.
Claims :
Company of the required policy changes if required.
Non-Renewal :
Cancellations
signed by client indicating cancellation
guidelines
Performance Standards :
expectations
together with their underwriting rules and requirements
protocol for doing so
practical work environment
Qualifications :
INTERESTED? LET'S CHAT ! CALL ME OR TEXT ME - 519-572-6095
ALWAYS ON THE HUNT FOR YOU !
Cindy Gowing, Insurance RecruiterPRC Professional Recruiter CertifiedJOB-BORN Executive Search Inc.519-572-6095
BIG ENOUGH TO SERVE YOU …small enough to know you