Client Associate, Commercial Lines - Toronto, Canada - Jones DesLauriers Insurance Management Inc

Jones DesLauriers Insurance Management Inc

Verified Company

Toronto, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

WHAT 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
Flexible paid time off

POSITION OVERVIEW:

Jones DesLauriers is hiring for an experienced commercial insurance broker who is committed to delivering great customer service with a focus on retention of accounts on an assigned book of business.

The Client Associate will play a central role in renewing existing accounts by serving JDIMI clients in assessing and fulfilling their insurance needs to the highest standards of satisfaction.

The Client Associate is accountable for determining customer needs, negotiating coverages and terms, responding to complaints and inquiries, and processing of transactions.

RESPONSIBILITIES:

Handle a book of business of up to approximately $500,000 in premium
Responsible for retention of 95% on renewal book of business
Manage renewal list of accounts at 120 days in advance of policy renewal
Follow up and collect accounts receivables based on weekly accounts receivables report
Answer client inquiries on the book of business and provide support to Client Managers on their book of business
Market and communicate client accounts to Insurers
Handle claims inquiries from clients
Attend client and Insurer meetings/events as necessary
Issue certificates of insurance within 24 hours for assigned Client Managers and send to appropriate insurer
Generate/issue liability slips for renewals, endorsements and new business
Process documents: renewals, endorsements, and new business
Invoice and execute on premium finance contracts and premium allocations
Run MVRs/driver abstracts, CVOR, etc.
Maintain and update premium comparisons, summaries, executive summaries (if applicable)
Perform Auto Quotes on Compu-Quote when required es related to equity plans / programs, benefits, and broader total rewards programs.
Manage effectively the abeyance system
Creating policy binders to send out to clients
Other duties as assigned

QUALIFICATIONS:

Minimum 1 to 2 years of commercial insurance experience required
R.I.B.O license required
Working towards C.I.P. or C.A.I.B. designation(s)
Strong attention to detail, time management and analytical skills
Ability to be a self starter with strong written and oral communication skills as well as organizational skills
Advanced skills in Outlook, Excel, Word and EPIC
Jones DesLauriers 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._

Benefits: