Client Coordinator, Vip Personal Insurance - Mississauga, Canada - Jones DesLauriers Insurance Management Inc

Jones DesLauriers Insurance Management Inc

Verified Company

Mississauga, Canada

4 weeks 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
Onsite Fitness Facility
A volunteer day to make a difference and give back to your community
Vary days including a day off for your birthday

POSITION OVERVIEW:

Jones DesLauriers Insurance management Inc. is hiring for a Client Coordinator, VIP Personal Lines, insurance.

The successful incumbent will be responsible for assisting the Client Manager in servicing the client with their insurance needs from the moment they call and inquire to binding coverage accurately and professionally.

RESPONSIBILITIES:

Provide technical assistance to Client Managers
Discuss any concerns or outstanding info with underwriters
Provide backup support to Client Managers when required
Preparing comparison quotation on renewals where necessary
Prepare new business documents to be sent for signatures, etc.
Action all renewals, new business, endorsements and claims
Process change requests on EPIC
Review and invoice renewals and endorsements
Issue inhouse endorsements and new business on company portals
Release renewals after making appropriate changes
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

REQUIREMENTS:

Minimum 12 years personal insurance experience ideal
RIBO is required and preferably working towards CIP or CAIB designation
Client development / relationship management experience
Ability to be a selfstarter with strong written and oral communication skills in addition to strong organizational skills
Proficiency in Outlook, 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. We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs._

Job Types:
Full-time, Permanent

Schedule: