Customer Service Representative (Insurance Broker, RIBO)

POSITION OVERVIEW :

Condominium Insurance Solutions is hiring for an experienced Commercial Lines Account Manager who is a knowledgeable expert advisor in commercial insurance lines of business.

The successful candidate will be responsible for managing a book of business, servicing clients in a courteous and professional manner, and assisting the producer in obtaining, maintaining, and expanding business.

RESPONSIBILITIES :

Responsible for managing a renewal book of businessWorks closely with Producers and other Condo Insurance staff on all aspects of client service, marketing, and renewal while adhering to Condo Insurance best practices and standard procedures.

Initiate Account Planning with Producer 100 days in advance of the renewalMaintain a retention rate of 95% or higher on your Book of BusinessSet clear expectation for client and business partners by providing same day response time.

In collaboration with Producers; coordinate, support plans, discuss arising issues and create comprehensive plans for existing clientsDevelops new business from existing accounts and assigned leads, and contributes to meeting departmental production goals.

Identifies and follows-up on cross-selling opportunities when appropriateResponsible for the preparation of proposals for prospect and stewardship reviews for existing clientsManage account documentation (i.

e., routine inquires, quotes, binders, statement of values, insurance contracts, endorsements, cancellations, etc.)Review client’s current coverage and exposures, loss experience and analyze risk to determine the product / service requirementsMaintain up-to-date EPIC workflow documentation and ensures workflows are followedEnsure accurate and timely servicing and billing of accountsParticipate actively in cross-sell campaigns and other initiatives as requiredActively develop an increased knowledge of related insurance products and client needsMay participate in or conduct client meetings when necessaryParticipate in training and professional development courses to enhance skills and industry knowledgeMaintain positive working relationships with clients, staff, other Condo Insurance departments and officesOther duties as assigned

REQUIREMENTS :

Minimum 5 years of commercial insurance experience requiredR.I.B.O. license requiredC.I.P. or C.A.I.B. designation(s) preferredClient development / relationship management experienceSolid understanding of policy wordings / coveragesAbility to mentor others and proven negotiation skillsStrong attention to detail, time management, problem solving and analytical skillsAbility to be a self starter with strong written and oral communication skills as well as organizational skillsAdvanced skills in Outlook, Excel, Word and EPIC

Condominium Insurance Solutions is actively committed to support diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities.

We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply.

We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs.