Personal Lines Insurance Broker - North York, Canada - Paisley Partners Insurance Brokers
2 weeks ago
Description
WE OFFER:
- Great learning and growth opportunities
- Hybrid remote work flexibility
- A competitive compensation package
- Full Benefits Package
- RRSP Matching Program
- Professional Development Courses & Designations
- 100% tuition reimbursement for business relevant courses and training
- Half volunteer day to make a difference and give back to your community
- Vary Days
COMPANY OVERVIEW:
Paisley Partners is hiring for a
Personal Lines Account Manager who will report to the Director - Personal Insurance.
As a knowledgeable and professional Insurance Broker, you will be responsible to provide exceptional customer service to our Personal Lines Portfolio of Clients, cross sell and upsell where possible while ensuring clients' risks are mitigated.
You must be experienced and knowledgeable in Personal Insurance and be RIBO licensed already in order to be considered.RESPONSIBILITIES:
- Renewal review, recommendations, comparison quotes and remarket when needed
- Total account sales awareness, cross sell and up sell as much as possible
- Action all renewals, endorsements and claims
- Process change requests on EPIC/company portals, when needed
- Review and invoice all endorsements (and renewals, if necessary)
- Issue inhouse endorsements and new business on company portals, when needed
- 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, etc.
- Report order: MVR, Autoplus, HITS
- Support other members of the team when needed
REQUIREMENTS:
- Minimum 5 years insurance experience
- R.I.B.O and C.I.P designation required as well as C.A.I.B or at minimum working towards the designation
- Client relationship experience with Personal Lines VIP Accounts
- Strong knowledge of major insurance carriers
- Superb interpersonal, communication, and effective problem solving skills
- Ability to be a selfstarter with strong written and oral communication skills as well as organizational skills
- Advanced skills in Outlook, Excel, Word and EPIC
- Paisley Partners 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._
Job Types:
Full-time, Permanent
Schedule:
- Monday to Friday
Work Location:
Hybrid remote in North York, ON M2P 2B5
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