Broker, Small Business Entreprise
2 weeks ago
We are looking for a Broker to join our expanding General Industries team in Toronto. In this role, you will manage a book of Small Business Entreprise (SME) accounts and support our International Team. If you are client-focused, detail-oriented, and eager to contribute to growing team, this role could be for you.
Accountabilities:
- Provide exceptional client service while managing a high volume of SME and International accounts
- Conduct research and analysis to understand clients' operations thoroughly
- Prepare renewal files 90+ days in advance, including loss runs and required documents
- Draft key insurance documents, including Broker of Record letters, underwriting submissions, quote comparisons, renewal reports, binders and policy summaries
- Assist with client proposals, reports, analysis, and presentations
- Ensure compliance with company workflows, including maintaining accurate records and client information in the broker management system
- Manage market placements and respond to client coverage questions and concerns
- Process policy amendments, cancellations, and follow-ups, including reviewing all insurance documents and endorsements for accuracy
- Oversee day-to-day account management, liaising with internal teams and clients
- Review insurance contract terms and indemnity provisions
- Foster strong relationships with clients and underwriters
- Coordinate issuance of invoices, premium finance quotes, Auto Liability Pink Slips/Cards, and Certificates of Insurance
- Track receivables to ensure timely collections
- Performing other duties as assigned
The ideal candidate meets the following requirements:
- 2- 5 years of experience in insurance brokering or underwriting
- Valid Registered Insurance Brokers of Ontario (RIBO) license
- Commitment to outstanding client service
- Experience with broker management systems (e.G., EPIC)
- Proficient with Microsoft Office Suite
- Ability to manage competing priorities and deadlines effectively under pressure
- Strong attention to detail and data with excellent organizational, communication, and problem-solving skills
- Self-motivated, eager to learn, and growth-oriented
- Team player with collaborative approach
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