Crm Jobs in Oshawa, ON

Summary:
● Integral member of the Commercial Lines team.
● Responsible for daily administration of assigned book of business.
● Manage renewals, onboarding, policy adjustments, and client communication.
● Collaborative teamwork, initiative, and discretion required.
Essential Job Functions:
● Orchestrate renewal process, including proposals and binders.
● Generate documentation, complete applications, and issue insurance certificates.
● Provide insurance counsel and recommend coverage options.
● Execute bond issuance and manage surety process.
● Oversee third-party financed premiums.
● Administer accounts receivable for agency bill policies.
● Initiate and monitor claim submissions.
● Engage with underwriters for policy negotiations.
● Maintain understanding of underwriting guidelines.
● Deliver superior client service.
● Drive revenue growth through cross-selling.
Knowledge/Skills/Abilities:
● Proficiency in managing deadlines and prioritizing tasks.
● Mastery of the English language.
● Refined communication skills, oral and written.
● Familiarity with organizational policies and procedures.
Qualifications:
● Valid RIBO License.
● Minimum three years experience as Commercial Account Manager.
● Proficiency in Microsoft Word, Excel, Outlook, SigXP, and ComXP.
● Exceptional verbal and written communication capabilities.
● Proven interpersonal and problem-solving skills.
● Substantial knowledge of policy language and coverage.
● CAIB/CIP or CRM designation desirable Want to know more? Let's Talk! Call or text me at 519-572-6095

Cindy Gowing, PRC

AIRS, Certified Professional Recruiter

JOB-BORN Executive Search Inc.

519-572-6095

BIG ENOUGH TO SERVE YOU …small enough to know you