Business Account Specialist

2 months ago


St Catharines, Canada Verge Insurance Group Full time

Job description

Service Responsibilities
- Assess client's needs and provide accurate insurance advise to cover their exposures and meet their needs to their satisfaction while working closely with Business Executive.
- Place new clients with insurers in accordance with their binding authorities and underwriting guidelines
- Endorsements - Obtain and record all pertinent information as well as required documentation needed for the requested change
- Review renewals for accuracy (exclusions, warranties). Contact the Business Account Executive(s) to address coverage needs or gaps and discuss any further insurance requirements.
- Complete claims report and transmit to the Insuring Company
- Process and document cancellations

Performance Standards
- Respond to client inquiries in a timely manner with the goal of exceeding their expectations
- Continuous effort to stay current on all products provided by our insurers together with their underwriting rules and requirements
- Effective team player to both the department and the Verge Group as a whole

**Salary**: $45,000.00-$60,000.00 per year

**Qualifications**:

- RIBO or OTL License Preferred
- Excellent people skills, with experience collaborating in a diverse dynamic team
- Good communication skills
- Positive, supportive and enthusiastic team player
- Personal qualities of integrity, empathy, strong work ethic, credibility and a commitment to the Vision and Values of the Verge Insurance Group

**Benefits**:

- Casual dress
- Dental care
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- RRSP match
- Vision care

COVID-19 considerations:
All safety precautions for covid has been established to protect our staff and clients.

License:
RIBO or OTL License Preferred

**Experience**:
Insurance : 2 years (preferred)

**Job Types**: Full-time, Permanent

**Salary**: $45,000.00-$60,000.00 per year

**Benefits**:

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

Schedule:

- 8 hour shift

Licence/Certification:

- RIBO or OTL (preferred)

Work Location: Hybrid remote in St. Catharines, ON L2R 5J9



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