Our client has been servicing the Kitchener area since 1975 with a loyal client following and incredible customer retention rates.
We have a unique opportunity that allows you to really flex your skill set. The current Office Manager / Principal Broker is retiring so we are looking for her successor.
She is a wonderful ambassador for her clients, the brokerage, and the insurance industry, so you will get to learn and be mentored from one of the best to support a seamless transition.
In this role you will have full oversight for the day-to-day operations of the brokerage. You will also have the ability to do the account reconciliation, AP & AR, as well as service a book of clients, serve as the Principal Broker.
With this opportunity you will have your hands in all aspects of the business supported by a larger team at Collectivfide.
This role is an in-office position in our Kitchener location. Actual salary at time of offer will depend on overall level of experience.
So, What Will You Spend Your Days Doing? Full cycle client support quote, new business, endorsements, renewals, cancellations, etc.
for a book of business. Serve as a liaison between clients and insurance carriers. Office administration tasks including account reconciliation, month end processing, bank deposits, AP & AR etc.
Conduct detailed reviews of risk and underwriting information to ensure accuracy andoptimal insurance solutions for your clients.
Recognize and realize sales opportunities where it makes sense. Remarket lines policies as necessary. Take new claim reports and submit them to the insurance carrier.
Diligent follow-up on clients’ accounts to ensure outstanding activities are resolved. Qualifications Must be RIBO licensed.
Minimum 3-5 years Broker experience in personal lines, commercial lines is an asset. Proven track record servicing all aspects of an assigned book of business.
Prior experience with office administration, bookkeeping, account reconciliation or month end processing in an insurance brokerage.
Remain current and develop expertise in assigned markets, staying open to new market opportunities. Must remain professional and always serve as a company ambassador.
RIBO Level 2 is an asset but must be willing to obtain it (company supported). Working knowledge of PowerBroker is an asset.
Must either have or be willing to get Principal Broker license. Interested? Message, text, email or call me!
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