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Associate Client Executive Team Lead

4 months ago

Toronto ON, Canada EQUA Specialty Risk Partners Corporation Full time

Full-time, permanent
Location : Remote, or from our Calgary, Toronto, or Vancouver offices, as preferred
We're seeking an Associate Client Executive Team Lead to join our quickly growing and passionate team.
With flexible hours, you'll work across all Canadian time zones to provide full client and broking support to Client Executives and broking teams.
Providing guidance and support to Associated Client Executives (ACE) and Client Service Representatives (CSR) relating to insurance knowledge and processing questions
Managing shared inboxes to assign requests to the ACE on the account
Managing workload capacity for ACE / CSR team during peak periods or team absences
All policies have been renewed across the ACE / CSR team
Assisting with new workflow testing to provide feedback to Director of Operations or the project manager
Providing process training to new employees
Associate Client Executive duties:
Determining renewal strategy plans with Client Executives and broking teams
Working closely with Client Executives and broking teams to prepare market submissions for new and existing accounts
Following up with insurers for quotes and preparing summaries of terms for review with Client Executives
Preparing proposals to present terms to clients, obtaining orders from clients or Client Executives, and binding coverage with insurers
Conducting wording and account reviews, preparing comparisons, and providing recommendations for cross-selling opportunities
Preparing bonds, cover notes, policies, client service agreements or engagement letters, and client correspondence
Interacting directly with clients and insurers to answer questions, resolve problems, and make required changes to policy coverage
Filing client documentation in Epic or in a shared Microsoft Office drive
Creating and following up on abeyances in a timely manner for outstanding items from clients, insurers, client executives, and broking teams
Monitoring and following up on outstanding account receivables
Following policies and procedures, including compliance, privacy, and client security procedures
Technical :
A minimum of five years' experience as an Associate Client Executive within the commercial insurance industry
Provincial license in good standing required (additional out-of-province licenses will be required upon notification)
RIBO license is an advantage
Microsoft Office suite (Outlook, Word, Excel, PowerPoint) skills are required
Knowledge of Applied Epic broker management system is an advantage  
Flexible hours with flexible personal and vacation time (minimum of 20 days per annum)
A company and leadership team that believes in the importance of relationships, work-life balance, integrity, and diversity
We know that diversity and inclusion create strength - we’re proud to be an equal opportunity employer. If you need assistance or an accommodation due to a disability, please contact us at hr@equaspecialty.