Personal Insurance Sales Support

3 weeks ago

Elmira, Canada Programmed Insurance Brokers Inc. Full time

Personal Insurance Sales Support
Elmira, ON | Full-Time - Hybrid

POSITION OVERVIEW

This role is essential to PIB's success by supporting Personal Insurance (PI) sales efforts to acquire, maintain, and grow our
client base. You will also assist co-workers as needed, focusing on sales support and service, while fostering relationships in
collaboration with PIB’s Account Executive and Account Manager.

ABOUT US

Programmed Insurance Brokers Inc. (PIB) is a leading full-service, multi-line insurance, and financial services agency,
established in 1980. As a nationally licensed agency with access to a diverse insurance carrier market and investment firms, PIB
offers unique insurance solutions and custom financial services that empower our clients with real choices. Our personalized
approach, industry expertise, and commitment to integrity have helped us earn and retain our clients’ trust and confidence
over the years.

No matter how small or how large your insurance or financial planning needs are - whether you have a personal or
corporate need - we can help you find an insurance or financial solution that will work for you.

Wealth Management & Financial Planning
Commercial Business Solutions
Group Benefits & Group Retirement Services
Life Insurance & Living Benefits
Home & Auto Insurance

RESPONSIBILITIES
Issue new business policies and provide support to the Account Executive Sales team.
Upload and issue documents through carrier portals, confirming insurance coverage and billing.
Validate information and support underwriting and sales audits.
Maintain and enhance relationships with clients.
Negotiate and collaborate with clients and carriers to ensure optimal retention and satisfaction.
Act as a liaison between clients and external insurance partners, facilitating underwriting negotiations with

Account Executives as needed.
Identify opportunities and foster leads throughout the sales and service cycles.
Serve as a backup resource for brokers, assisting clients with policy reviews and coverage changes.
Provide guidance and support to all PIB branches.

07.29.24

BUSINESS INSURANCE ACCOUNT MANAGER

QUALIFICATIONS
Service experience in the industry in a broker support role.
Strong time management, communication, decision-making, client relations.
Organized.
Flexible, collaborative, and proactive.
Must have the ability to effectively interface with clients and PIB team members.
Attention to detail.
Excellent computer skills and proficiency with broker management systems (EPIC, TAM, Applied Rating

Services)

BENEFITS AND PERKS
You will enjoy a very competitive compensation model
A comprehensive employee group benefits package (health,

dental, disability, life and travel)
Profit sharing and company pension
Flexibility within the role, hours, and office locations
Wellness Programs and Social Committee to provide team,

family and individual collaboration and culture around
strategic goals, fun, wellness, health and lifestyle

Committed to diversity, equity and inclusion

PIB is an innovative leader in the insurance industry. Our head office is in
Elmira, ON, with subsidiary offices in London and Chatham, ON, Bedford,

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