Personal Lines Client Service Associate, Vip

4 weeks ago

Markham, Canada Brown & Brown Insurance Full time

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Brown & Brown has an exciting opportunity available for a Client Service Associate, VIP supporting our Private Client Team in Markham

How You Will Contribute
- Responsible for the day-to-day account management of an assigned book of business, including but not limited to processing policies/endorsements, invoicing, issuance of certificates of insurance, claims reporting and follow up as needed, premium breakdowns, auto ID cards, policy changes, review of policy forms, providing coverage comparisons, loss analysis and responding to coverage questions.
- Build courteous and successful relationships with clients and carriers to improve client retention.
- Processing and submitting any endorsements on carrier portal or liaison with direct underwriters.
- Be able to provide proper risk management on client’s profile based on their need and ensure proper insurance coverage and limits are offered to the client.
- Identify gaps in coverage and consult leadership or producer of options to advise the client.
- Assist in growing the assigned book of business through account rounding and referrals.
- Support marketing and sales teams as needed.
- Follow agency guidelines, policies and procedures.
- Promote teamwork, support, knowledge sharing and a positive attitude in the department.
- Promote a commitment to achieve or exceed internal and external performance standards.
- Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, and technology including professional development and continuing education required for valid licensing.

Licenses and Certifications:

- Active RIBO License or equivalent in good standing

Skills & Experience to Be Successful
- Minimum 2+ years of insurance experience in dealing with High-Net-Worth clientele in PL
- Knowledge of carriers that plays in the high-net worth space and their offering including but not limited to umbrella, excess coverage, valuable articles, recreational vehicles, boats, etc.
- Strong organizational and good verbal communication skills.
- Proficient knowledge of Microsoft Office 365 products, including but not limited to Outlook, Word and Excel. Able to create and edit pivot tables, charts, spreadsheets, etc.
- Efficient in TAM and/or EPIC.
- Positive attitude and ability to multitask.

LI-HO1

The Power to Be Yourself

We are an Equal Opportunity Employer. Brown & Brown is committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.

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