Insurance Portfolio Manager

4 days ago


Ottawa, Ontario, Canada TEEMA Solutions Group Full time
Job Summary
TEEMA Solutions Group is seeking a highly skilled Insurance Portfolio Manager to join our team. As an Insurance Portfolio Manager, you will be responsible for front-facing client management, focusing on maintaining high standards of service excellence.

Key Responsibilities
• Promptly respond to calls, e-mails and mail in a courteous and professional manner, ensuring maintenance of TEEMA Solutions Group's high level of service.
• Create and execute new business workflows in partnership with account executives.
• Efficiently perform and implement the renewal process, including complete renewal reviews, making recommendations.
• Ensure that policy information is promptly and accurately entered into the policy management software system to streamline workflow and help your team.
• Review requests for Certificates of Insurance as required.
• Accurately handle change requests and ensure risk management is prioritized.
• Provide creative solutions for all accounts in your assigned portfolio- from simple to complex/large accounts- to meet the needs of the client.
• Act as a front-line underwriter by working closely with clients to assess their insurance needs, ensuring their qualifications and promoting sound business solutions.
• Assist clients with reporting claims and follow up in a timely manner to maintain the high quality service from our insurance partners.
• Manage accounts receivables as required to ensure timely payments.
• Work closely with account executives to identify additional lines of business and cross-sell opportunities for your shared portfolio.
• Provide back up coverage for the team as required.

Requirements
• RIBO licensed, with 5+ years of experience in the insurance industry required.
• Business Administration Degree would be an asset.
• Working towards CAIB or CIP designation is an asset.
• Computer savvy and proficient with the MS Office Suite of programs, especially Outlook, Excel & Word.
• A team player with a strong work ethic and excellent oral and written communication skills.
• Experience with PowerBroker and PolicyWorks would be an asset.
• Strong attention to detail including strong organizational skills and the ability to prioritize/manage workload under pressure with tight deadlines.
• Change resilient, autonomous worker with the ability to multitask and problem solve with confidence.

Benefits
• Company events
• Dental care
• Extended health care
• Paid time off
• RRSP match
• Schedule
• 8 hour shift
• Day shift
• Monday to Friday
• Ability to commute/relocate
• Stoney Creek, ON L8G 1C1: reliably commute or plan to relocate before starting work

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