Dalton Timmis Insurance – Broker Position

Posted Jul 12th, 2017 in Job Postings

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

It is Dalton Timmis’ policy to give preference to qualified internal applicants. Dalton Timmis welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process. Please submit all applications to the attention of Matt LeMaire, Human Resources Manager at hr@daltontimmis.com. Please note that due to the volume of applications received; only those selected for interview will be contacted. 

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