Insurance Broker- Personal Lines - Greater Sudbury, Canada - Paul Ayotte Insurance Brokers Ltd

Paul Ayotte Insurance Brokers Ltd
Paul Ayotte Insurance Brokers Ltd
Verified Company
Greater Sudbury, Canada

2 weeks ago

Sophia Lee

Posted by:

Sophia Lee

beBee Recruiter
Description

Personal Insurance Broker

Position Overview


The Personal Insurance Broker account executive will be responsible for providing front-line sales and customer service, to customers in person, online and via the telephone to assess and fulfill their insurance needs.


About Paul Ayotte Insurance Brokers Ltd
Paul Ayotte Insurance Brokers Ltd is a family owned independent general insurance brokerage with 5 offices in Northern Ontario.


Responsibilities:


  • Analyze client specific risk exposure and make appropriate coverage recommendations. Take a proactive and solutions oriented
- approach to customer risk management.

  • Quote and write new business for new and existing clients, while maintaining service levels for an existing book of business
  • Review renewals/endorsements for accuracy
  • Up sell/Cross Sell existing clients
  • Submit & Follow up on claims
  • Have overall responsibility for account management and retention of an assigned book of business that includes and is not limited to renewal reviews and prompt response to service requests.
  • Deliver superior customer service while adhering to high professional standards and workflows as set out by Paul Ayotte Insurance Brokers Ltd.
  • Keep up to date on company partner products, offerings, and market intelligence.
  • Collaborate with internal colleagues to work effectively for issue resolution or service enhancement opportunities that support and grow the existing personal insurance client portfolio.
  • Develop and maintain industry relationships.
  • Meet assigned production targets by increasing revenues with existing clients
  • Keep up to date with follow ups/activities
  • Perform various duties as assigned and support other members of the team

Qualifications:


  • RIBO licensed
  • Minimum 2 years of Personal Lines Insurance experience as a CSR Broker
  • Exposure to TAM/Epic is an asset
  • Strong skills in verbal and written communication, organization, time management and attention to detail

Schedule:

  • Monday to Friday

Work Location:
In person
More jobs from Paul Ayotte Insurance Brokers Ltd
See all jobs of Paul Ayotte Insurance Brokers Ltd