Insurance Broker - Account Manager - Iroquois Falls Office

Business Line: Personal Lines, Sales
Hours Per Week: 35 (Full-Time)
Location: Iroquois Falls, Ontario
Job Duration: Full-Time, Permanent


  • Respond promptly to telephone, email and fax enquiries, ensuring a high level of service is maintained
  • Provide expert advice, recommendations, and counseling to prospects and clients about their personal insurance coverage geared to their unique needs and exposures
  • Document EPIC customer files, using correct activity codes, noting all conversations with customers, insurers, etc.
  • Renewal review, recommendations, comparison quotes and remarket when needed
  • Action all renewals, endorsements and claims
  • Process change requests and new business/remarkets on insurance company portals
  • Review and invoice all endorsements and renewals (if not automatically invoiced by the system)
  • Release renewals after making appropriate changes when needed
  • Scan and attach documents to EPIC
  • Quote cross sells and up sell as much as possible
  • Issue pink slips when needed in addition to completing miscellaneous duties as assigned
  • Prepare new business documents to be sent for signatures via DocuSign, etc.
  • Report order: MVR, Autoplus, HITS,
  • Support other members of the team, as needed
  • Preparing documentation for clients: complete applications for, issue insurance certificates, and set application for processing by internal or external keying team
  • Maintaining professional and collaborative relationships with key underwriters
  • Resolving any concerns or complaints with a professional demeanor by leveraging product and service knowledge
  • Quoting new prospects using Applied Rating Services or Company Portals
  • Keeping current on industry changes, underwriting rules, and workflow processes
  • Actively participate in training initiatives

To apply:



200 Main Street, P.O. Box 29
Iroquois Falls, Ontario  P0K1G0
ATTN: Manager