Insurance Industry Professional

2 weeks ago

Burlington, Ontario, Canada BrokerLink Full time

At BrokerLink, our core values guide our actions: integrity, respect, customer focus, excellence, and generosity. We're looking for like-minded individuals to provide exceptional customer service and carry themselves with professionalism.

We're committed to investing in our employees' growth and success. With over 200 offices across Canada, including those in Southern Ontario Region (Burlington or Oakville), we offer flexible work arrangements and a dynamic environment that values our team members.

As a Commercial Account Manager with BrokerLink, you'll handle walk-in customers and callers, assist the Commercial Insurance Account Executive, and provide prompt service to customers. You'll receive and process commercial paperwork, assist with quotes, and review existing coverage.

The successful candidate will have a high school and/or post-secondary education, 2-5 years of experience in an office environment, and commercial insurance experience. RIBO License and exposure to Epic are assets. You'll demonstrate the ability to handle multiple priorities, have strong analytical and organizational skills, and excellent verbal and written communication skills.

As part of our employee promise, you'll enjoy a flexible health and dental insurance benefits package, personal spending amount, RRSP with company matching, ESPP with matching, 'Dress for your day,' competitive compensation package with bonus aspect, employee discount program, and paid time off.

We're a recognized employer, consistently named one of Canada's best employers. We're looking for a team member who can work in a fast-paced office environment, control the flow of customers, provide assistance, and engage with customers. You'll be part of a dynamic team that values diversity and inclusion.

BrokerLink is dedicated to providing a respectful and inclusive work environment. We're committed to diversity, equity, and inclusion, and we welcome applications from all qualified candidates. If you're looking for a challenging and rewarding role, apply today.

Key Responsibilities:

  • Control the flow of walk-in customers and callers
  • Provide assistance to the Commercial Insurance Account Executive
  • Provide customers with prompt service by providing advice, help customers understand insurance, discuss customer concerns
  • Receive and process all incoming commercial paperwork
  • Assist with quotes to customers, review existing coverage, and update customer file information
  • Prepare documentation for insurers, complete applications for new clients, issue insurance certificates
  • Process endorsements, invoices, and follow up on payments
  • Communicate with Insurance companies, negotiate with underwriters on customers behalf, negotiate renewal of terms, follow up with Adjusters on claims status
  • Source and obtain additional information requested by the underwriter and complete applications

Requirements:

  • High School and/or Post-Secondary Education
  • 2-5 years' experience in an office environment
  • Commercial insurance experience an asset
  • RIBO License an asset
  • Exposure to Epic is an asset
  • Previous sales experience is an asset;
  • Demonstrated ability to handle multiple priorities successfully;
  • Strong analytical and organizational skills;
  • Excellent verbal and written communication skills

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