Description:
- Communicate with clients via incoming phone queue, outgoing phone requests, and email in an efficient and positive manner
- Provide knowledgeable insurance advice to clients on current prices, coverage, and opportunities
- Stay up to date with insurer market change and follow all insurer and Aon workflows to ensure accuracy and minimize E&O exposure
- Advise and process client requests in insurer portals and our BMS ensuring all underwriting criteria is correct and the client informed to ensure mutually agreeable outcome
- Help drive results by supporting and implementing initiatives that will increase sales and retention opportunities within the Personal Lines team
- Upsell or cross-sell products/service to existing clients
- Comfortable working in a fast-paced environment with specific targets
- Build relationships with prospective clients, colleagues, underwriters, and industry professionals
How this opportunity is different
As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions. As a Service Broker you will report directly to the Team Leader of Commercial Risk Solutions.
Skills and experience that will lead to success
- 2+ years’ experience in Home and Auto Personal Lines insurance with proven customer service success preferred
- Post-secondary diploma or degree or a combination of education and equivalent years is a definite asset
- Demonstrated ability to manage time effectively and prioritize requests while maintaining a positive attitude
- High level of organization, efficiency, and attention to detail
- Excellent interpersonal and communication skills, both verbal and written
- Proven ability to develop and deepen relationships with clients, colleagues, and insurer partners
- Valid provincial license is a requirement; relevant certifications such as CIP and CAIB are assets