Service Broker

2 weeks ago

Hamilton, Canada My Insurance Broker Corp Full time

**Job purpose**

Main function of this role is to assist, manage, and support all new business and existing client concerns in a call centre environment. This is a Full Time Position located in Hamilton with regular business hours, Monday to Friday.

**Duties and responsibilities**
- Strengthen relationships with existing clients by providing the highest level of customer service
- Providing and maintaining a professional standard of conduct at all times while promoting a positive image of the brokerage
- Manage and follow up on your activities
- Performing full insurance policy reviews at points of contact with clients
- Submitting policy changes and updates for policy processing - including procuring documentation needed to renew or revise policies for changes or renewals
- Collecting/processing insurance premium payments for endorsements, renewals or reinstatements
- Administrative tasks such as paperwork, inputting data to a computer system correspondence, keeping detailed records of all calls (through recorded queue)
- Providing support and guidance to service team in handling client inquiries, complaints, escalations
- Maintaining an active insurance license by meeting all annual licensing requirements
- Ensuring compliance with all audit and risk management requirements, regulatory legal and ethical policies and requirements
- Remaining alert for opportunities to up-sell/cross-sell coverage
- Maintaining specific retention ratios for the brokerage which includes assisting to review, and re-underwrite existing policies to retain existing clients
- Advising management of any immediate hazards, concerns or issues pertaining to policies, current workflows, associate brokers, etc.
- Keep a healthy rapport with all staff, associate brokers, and carrier partner admin.

**Qualifications**
- Education - Minimum College or University level Degree/Undergraduates Degree
- R.I.B.O (Level I) License
- Minimum 3 to 5 years of successful broker experience in a general insurance brokerage
- Call Centre experience is an asset
- Strong negotiation skills
- Solid leadership skills with the ability to prioritize tasks and demonstrate effective time management skills
Excellent communication (written and verbal) skills
- Exceptional phone and customer service skills
- Technical knowledge of a variety of personal lines products
- Outstanding organizational skills
- Experience in company portals and Broker Management System (( Epic)
- Ability to create realistic schedules and meet deadlines under stress and interruptions
- High level of integrity, confidentially, and accountability
- Working towards completion of CAIB/CIP

**Benefits**:

- Casual dress
- Dental care
- Extended health care
- Paid time off
- Vision care

Flexible Language Requirement:

- French not required

Schedule:

- 8 hour shift

Work Location: In person

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