CAREERS
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
RESPONSIBILITIES:
- 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:
Email:
kevin.robichaud@robichaudinsurance.com
or
Mail:
200 Main Street, P.O. Box 29
Iroquois Falls, Ontario P0K1G0
ATTN: Manager