Responsibilities :
- Provides a high level of customer service in person, by email, fax or over the phone.
- Maintains a Personal Lines Book of Business of homes, condo’s and tenant’s which includes significant client counseling and following all EPIC workflows.
- Quoting new Personal lines.
- Writing new business.
- Review product, home evaluations and quotes with all clients, preferably 30 days ahead of renewals. Remarket when required, (have client(s) best interest in mind).
- Report claims and follow up with clients post claims to ensure customer satisfaction, as per ONE guidelines.
- Works closely with company underwriters as well as customer representatives such as lawyers and realtors.
- Follow up and document conversations with clients and companies for accounts receivable while adhering to the ONE AR procedure.
- Transacting Autopac as required.
- Advice and process clients on Blue Cross or other travel products.
- Responsible for filing and keeping client files in order.
- Documentations of all client conversations, attaching emails and quoting process(es).
- Saturday rotation as required.
Qualifications :
Level 2 or 3 Insurance Brokers License with IWS certificationHigh School and / or University degree or diploma is an asset3-5 years prior experience as an Insurance Broker responsible for a Personal lines BOB3-5 years of Autopac and SRE experienceSignificant experience in Customer service including conflict resolutionDemonstrated working knowledge of TAM and / or EPICEffective working skills of MS Word, Excel, Outlook and IWSBe a resource to co-workers for personal lines knowledge.High level of product knowledgeA high level of judgment and risk assessmentStrong customer service skills with a strong attention to detailDemonstrated ability to communicate effectively both verbally and in writingDemonstrated problem solving, conflict resolution and practical thinking skillsAble to deal with customers tactfully and professionallyProfessional appearance and mannersPositive attitudeAbility to translate complex information into layman’s terms for customersIf you are talented and hardworking, looking for an exciting new challenge, we encourage you to apply for this position.