Commercial Insurance Advisor

Description:

• Assist producer and marketer with all aspects of servicing commercial accounts
• Meet existing clients’ needs and process documentation (Certificates of Insurance, Cover Notes, Renewals, Proposals, Endorsements, In-House Policies, Invoicing, Finance Contracts, Customer Correspondence)
• Review and ensure accuracy of policy documentation from insurers before forwarding to the client
• Contact clients for renewal information
• Take client calls and answer questions regarding coverages, accept and process online quotes
• Negotiate with insurers on coverage and price so as to best meet the needs of the client in conjunction with the producer
• Update client information as changes occur
• Answer account related questions/requests from clients, lawyers, and banks
• Provide policy and coverage information to clients upon request or inquiry
• Will be assigned some minimal, but regular duties to help support the floater position

What you will bring:

• Level 2 Insurance License or willingness to obtain
• Self-motivated with a strong sense of urgency
• Motivated to help support a diverse team and contribute in a team environment
• Minimum of one year commercial insurance experience as an Insurance Advisor
• Pro-active and a self-starter with a keen attention to detail
• Strong customer service focus with the ability to deliver positive client experiences and meet their desired needs
• Demonstrated ability to communicate (written and verbal), present and influence credibly and effectively at all levels of the organization
• Works well in a fast paced, client-focused environment
• Proficiency in Microsoft Word, Excel, and Outlook
• Industry designation an asset (CIP, CAIB, CRM, General Insurance & Risk Management Diploma – BCIT)