Insurance Account Consultant

1 month ago

Vaughan, Ontario, Canada BrokerLink Full time

At BrokerLink, we embody our core values: integrity, respect, customer focus, excellence, and generosity. These principles guide our commitment to fostering a diverse and inclusive workplace.

We seek individuals who are dedicated to delivering exceptional customer service and maintaining a high level of professionalism.

We believe in investing in our employees. Your achievements are our achievements, and our mission of 'we're here to help people' inspires us to retain the remarkable talent we attract. We aim to cultivate the best in our team members by providing numerous growth opportunities and an environment that values our most important asset: you. With over 200 offices across Canada, we encourage you to inquire about our flexible work arrangements.

We are currently in search of a Commercial Account Manager to join our team at BrokerLink, working from one of our offices in the Southern Ontario Region on a permanent full-time basis.

As part of our employee commitment, here are some of the many benefits of working with us:

  • Comprehensive health and dental insurance benefits
  • Personal spending account to support your healthy lifestyle
  • Registered Retirement Savings Plan (RRSP) with company matching
  • Employee Share Purchase Plan (ESPP) with matching options
  • 'Dress for your day' policy, allowing you to dress according to your daily schedule
  • Competitive salary package with bonus opportunities
  • Employee discount program with various partners
  • Generous Paid Time Off, including personal days, volunteer days, study time, jury duty, and starting at three weeks of vacation annually
  • Recognition as one of Canada's top employers, such as Kincentric 2023

Key Responsibilities:

  • Manage the flow of walk-in clients and incoming calls
  • Support the Commercial Insurance Account Executive
  • Deliver prompt service to clients by providing guidance, addressing concerns, and clarifying insurance details
  • Process all incoming commercial documentation
  • Assist clients with quotes, review existing coverage, and update client records
  • Prepare documentation for insurers, complete applications for new clients, and issue insurance certificates
  • Handle endorsements, invoices, and follow up on payments
  • Communicate with insurance providers, negotiate with underwriters on behalf of clients, and follow up on claims status
  • Gather additional information requested by underwriters and complete applications

Qualifications:

  • High School and/or Post-Secondary Education
  • 2-5 years of experience in an office setting
  • Commercial insurance experience is an asset
  • RIBO License is a plus
  • Familiarity with Epic is advantageous
  • Previous sales experience is beneficial
  • Proven ability to manage multiple priorities effectively
  • Strong analytical and organizational skills
  • Excellent verbal and written communication abilities

*If you believe you possess equivalent skills, we encourage you to apply.*

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