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Account Manager and New Client Specialist (Personal Lines)

Bryson & Associates Insurance Brokers Ltd.
Ajax, ON

Postuler rapidement

Détails du poste

Temps plein

Profil recherché

Microsoft Word
Prospection commerciale
Recommandation de produits
Microsoft Outlook
Traitement des renouvellements de polices d'assurance
Fidélisation de la clientèle
Licence RIBO
Développement des relations avec la clientèle
Développement commercial
Service à la clientèle
Orientation vers les ventes
Orientation axée sur le service à la clientèle
Prospection
Soutien à la clientèle
Consultation auprès de la clientèle
Vente d'assurance
Gestion des comptes
Compétences en communication
Interaction avec les clients
Gestion du temps

Description complète du poste

The position – R.I.B.(Ont) Licenced Account Manager and New Client Specialist (Personal Lines Insurance)
We are looking for an experienced, enthusiastic, and motivated individual to join our growing team! The ideal candidate would have a minimum of five years’ experience working in the insurance industry and a passion for delivering extraordinary service.
Key responsibilities: Provide an extraordinary Bryson experience by offering appropriate insurance solutions, flexible service options, and a best-in-class customer experience that results in surpassing new business and retention targets.

Duties:

Provide ongoing friendly Customer Service, advising on insurance matters, assessing needs, recommending solutions, answering inquiries
Ensuring clients understand policy coverage and exclusions through clear and concise communication
Retaining existing clientele through extraordinary service levels, remarketing of renewals to alternate insurance companies, ensuring soliciting of mono-line accounts
Ensure the quality of business renewed or re-written meets guidelines
Processing policy changes on company portals and proactively communicating billing changes to clients
Responsible for pulling reports after obtaining required consents and documenting file
Responsible for generating new business opportunities in alignment with targets
Be timely and responsive to inbound insurance requests
Ensure the quality of business renewed or re-written meets guidelines
Quick and accurate quoting of all new prospects
Communicate with underwriters and obtain approvals for all underwriting referrals
Utilize services of the New Business Technical Assistant

Personal Attributes:

Comfortable with interacting with a variety of people
Can-do positive attitude
Strong understanding of insurance wordings
Strong Customer Service Skills including effective listening and people skills
Strong written and oral communication skills
Strong organizational and time management skills
Strong computer skills, MS Word, Excel, Outlook, CQ, EPIC, Blue Butler, and company portals
Effective listening and people skills
The ability to work in a fast-paced environment
Attention to detail imperative to eliminate any errors or omissions
Ability to work under pressure and multi-task
Strong ability to problem-solve difficult situations and provide solutions
Coachable

Education and Experience:

Minimum 5 years experience in the insurance industry
Applied EPIC experience an asset
CIP or CAIB designation or working toward this designation an asset
RIBO license required
Experience in handling VIP clients is an asset
Sales Experience a requirement

What’s in it for you?

The opportunity to be part of a successful and growing company with a great culture
The chance to grow professionally and make a difference
The opportunity to work close to home
Contribute to a high performing team in a collaborative environment
Comprehensive compensation and benefits package

Job Location: Ajax, Brooklin, or Hybrid (flexible option) ON

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broker assistant emplois - columbus

Account Manager and New Client Specialist (Personal Lines)

Underwriter – Property & Casualty

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