Insurance- Personal Lines Account Executive

6 months ago


Mississauga, Canada Trehan and Associates Insurance Brokers Ltd Full time

We are a well-established General Insurance Brokerage, proudly serving our community since 1991 and successfully transitioned to our current structure in 2018. We are excited to announce an opportunity for a Personal Lines Accounts Executive to join our dynamic team of 14 professionals.

**Position Overview**:
We are seeking an enthusiastic and dedicated individual who is eager to learn and shares our unwavering commitment to meeting our clients' needs. At our brokerage, we deeply value the personal and professional relationships that only individual brokers can provide.

**Work Environment**:
We offer flexible working arrangements, including a work-from-home option. Our office hours are 8:30 a.m. to 5:00 p.m., Monday to Friday.

**Role and Responsibilities**:

- Handling policy changes, renewals, endorsements, claims, and payments.
- Processing new business policies.
- Providing excellent customer service and managing incoming/outgoing phone calls related to policy changes, claims, and additional product offerings.

**Qualifications**:

- R.I.B.O license in good standing.
- Minimum of 3 years of experience in Personal Lines.
- Proficiency in the Sig XP Broker Management System (an asset).
- Experience with Compu-Quote Rating System.
- Familiarity with online broker portals of various insurers.
- Strong computer skills related to brokerage tasks.
- Excellent customer service and interpersonal skills.

**Compensation**:
We offer a competitive salary commensurate with experience, comprehensive employee benefits, and performance-linked bonuses.

Join us and be part of a team that values your expertise and dedication

Schedule:

- 8 hour shift

Work Location: Hybrid remote in Mississauga, ON


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