- Grow a Book of Business specific to the Homeowners Personal Lines Insurance Department – Including Auto of Homeowners
- Cross-sell or up-sell other products and services the brokerage offers to new and existing clients
- Adhere to and meet/exceed performance metrics identified by the brokerage
- Maintain positive and proactive relationships with all stakeholders in the process
- Follow all Mango procedures, forms, checklists and workbooks as outlined in the Mango Process, including pre-renewal activities, customer updates, coverage review checklists, marketing and renewal presentations, completed on time as per company policy
- Build marketing relationships with Mango designated underwriters, maintaining positive and proactive relationships with underwriting, always putting the client's needs first
- Be familiar with, and follow, company policies and procedures as established (Employee Handbook, Renewal Procedure, Claims Procedures, Collections and AR Procedures, etc.)
- Respond to and address all client inquiries and requests promptly
- Collection of deposit premiums, premiums, and finance deposits and contracts on behalf of the brokerage
- Collection of all outstanding underwriting requests from customers
- Obtain and share underwriting information, as required
- Maintain, update, and organize all data; electronic & paper filing systems utilized by the department/organization
- Provide clear instructions to CSO (Client Service Officer) team for all transactions; request cancellation of overdue/unpaid accounts; focus on client service with timely response and proactive timelines
- Report any problems on potential lost accounts before occurrence to the Director of Retention or President
- Report all potential bad debts immediately to the Director of Retention or President
- Take all steps to prevent E&O, and report any potential E&O to the Director of Retention or President
- Escalate concerns/issues to President; keep Director of Retention or President abreast of department activities
- Supervise and check the processing of the Customer Service Representatives to ensure accuracy
- Attend and participate in team meetings, general staff meetings and company functions
- RIBO or AIC - Level 1 or 2 Licensed Insurance Agent
- 3+ years of experience within an insurance environment or professional business environment
- 3+ years of experience within a team environment in a customer service position
- Ability to drive sales and growth
- This job operates in a professional office environment. This description is not exhaustive and duties may change with notice.
- Seniority level: Mid-Senior level
- Employment type: Full-time
- Job function: Sales and Customer Service
- Industries: Insurance Agencies and Brokerages
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Personal Lines Sales Executive - Edmonton - Mango Insurance
Description
Overview
As a Personal Lines Sales Executive, you will help our company succeed and grow by selling all Personal Lines products to Homeowner clients/prospects. You are responsible for ensuring that all of our clients have the best coverage at the best price and for helping anticipate their future insurance needs. The Personal Lines Sales Executive will be responsible for growing a portfolio of personal insurance clients. Day-to-day tasks include providing tailored insurance solutions, educating clients on product offerings, quoting policies, negotiating with insurance carriers, and maintaining long-term client relationships. The role also involves cross-selling additional services and ensuring client satisfaction.
Responsibilities
Qualifications and Experience
Organization and Compliance
Employment Details
Location: Edmonton, Alberta, Canada. Salary: CA$65,000.00–CA$72,000.00.
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