JOB POSTING: Broker Position (Dalton Timmis Insurance) - Ancaster Location
Position title: Broker
Insurance Brokerage: Dalton Timmis Insurance
Location: 35 Stone Church Road, Hamilton, ON L9K 1S5
Posted: July 12, 2017
Deadline: August 15, 2017
Job Description:
The role of the Account Manager (AM) – Commercial Lines is to provide backup client service of Commercial Lines policies and taking responsibility for assisting our AM team through as-needed coverage. The AM will leverage their industry knowledge and experience to provide a best-in-class client experience through offering solutions that will protect, comfort and recover. The ideal AM is self-motivated, proactive, and client-focused, intent on providing exceptional day-to-day service to maintain and exceed the reputation and service standards of Dalton Timmis Insurance.
Duties & Responsibilities
- Provides expert advice, recommendations and counseling to clients about their commercial insurance coverage geared to their unique needs and exposures
- Conducts needs assessment to offer customized solutions to clients
- Prepares client premium proposals and pre-renewal client material
- Checks and sends out policy documents
- Provides exceptional day-to-day service to clients and handling the client file activities to maintain retention targets
- Contributes to premium growth targets by cross selling other lines and upselling appropriate coverages where applicable
- Prepare documentation for insurers, complete applications for clients, issue insurance certificates, process changes and review renewals
- Maintains professional and collaborative relationships with key underwriters
- Resolves any concerns or complaints with their personable and professional demeanour by leveraging product and service knowledge based on clients’ needs
- Reviews and processes renewals, endorsements and midterm changes; rewriting/remarketing where necessary to enhance the client experience
- Arranges premium financing quotes and contracts
- Processes policy documents where needed
- Reviews leases and other contracts
- Prepares insurance binders, invoices and billing material
- Represents the brokerage at industry functions where required
- Keep current on industry changes, underwriting rules and workflow processes
- Actively participate in training initiatives
Key Skills & Qualifications
- 3 years of insurance industry experience (Commercial experience an asset)
- Current RIBO license
- CAIB, CIP, CRM designations (or in progress) is an asset
- Self managing with strong analytical, organizational and time management skills
- Excellent interpersonal, verbal and written communication skills
- Strong team player—ability to adapt to and collaborate with various team members and individuals
- A keen attention to detail and accuracy
- Ability to multi-task in a fast-paced environment while staying focused on priorities
- Proficient in the Microsoft Office suite of products, working knowledge of TAM and/or EPIC an asset
- Professional, reliable and courteous to clients and colleagues
