Customer Service Agent

4 weeks ago

Markham ON, Canada Condominium Insurance Solutions Full time

Condominium Insurance Solutions is hiring for an experienced Commercial Lines Account Manager who is a knowledgeable expert advisor in commercial insurance lines of business. The successful candidate will be responsible for managing a book of business, servicing clients in a courteous and professional manner, and assisting the producer in obtaining, maintaining, and expanding business.

Works closely with Producers and other Condo Insurance staff on all aspects of client service, marketing, and renewal while adhering to Condo Insurance best practices and standard procedures.
Initiate Account Planning with Producer 100 days in advance of the renewal
coordinate, support plans, discuss arising issues and create comprehensive plans for existing clients
Develops new business from existing accounts and assigned leads, and contributes to meeting departmental production goals. Manage account documentation (i.e., routine inquires, quotes, binders, statement of values, insurance contracts, endorsements, cancellations, etc.)
Review client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirements
Ensure accurate and timely servicing and billing of accounts
Actively develop an increased knowledge of related insurance products and client needs
Participate in training and professional development courses to enhance skills and industry knowledge
Maintain positive working relationships with clients, staff, other Condo Insurance departments and offices
Minimum 5 years of commercial insurance experience required
O. license required
Solid understanding of policy wordings/coverages
Advanced skills in Outlook, Excel, Word and EPIC

Condominium Insurance Solutions is actively committed to support diversity, equity, and inclusion. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply. We are committed to providing accommodation upon request for applicants and employees with disabilities.

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