Senior Associate Lead
5 days ago
Overview
">The Senior Associate plays a vital role in managing a portfolio of clients, providing overall direction to the team and collaborating with the Director to oversee client insurance programs and service teams.
">Responsibilities:
">- ">
- Manage a book of new and existing clients, reporting directly to the Director">
- Develop and deliver renewal strategy plans, ensuring client agreement and timely execution">
- Conduct contract reviews, advising on risk mitigation and compliance">
- Prepare submissions and market programs for insurers, presenting side-by-side comparisons to clients">
- Deliver outcome of renewal negotiations to clients, through written proposals and in-person presentations">
- Execute service agreements and provide stewardship reports, program summaries, and schematics">
- Ensure compliance with regulatory processes, obtaining required disclosures, documentation, and taxes by deadlines">
- Organize service team meetings and attend industry and client meetings">
- Guide the service team to ensure timely and accurate policy delivery, invoicing, and premium financing options">
- Communicate effectively with colleagues and clients, using various channels to foster strong collaboration and execution">
- Stay up-to-date with current and new systems, actively implementing them to ensure consistent and effective service delivery">
Requirements:
">- ">
- Bachelor's Degree or equivalent work experience">
- 5+ years of Commercial insurance experience, CAIB, CRM, CIP, or equivalent designation an asset">
- Strong organizational and project management skills">
- Experience with data management systems, Epic would be a significant asset">
- Proficiency in MS Office suite (PowerPoint, Publisher, Word, Excel)">
- Ability to manage multiple priorities and work in a dynamic environment">
- Attention to detail, meeting deadlines, and excellent written and oral communication skills">
- Level 2 P&C Insurance Agent license is a requirement">
What We Offer:
">- ">
- A competitive and flexible compensation package, commensurate with experience, ranging from $70,000 to $110,000 per year">
- Comprehensive benefits after 90 days of employment, including RRSP matching component">
- Flexible working hours">
- Opportunities for growth, development, and internal promotion">
We are committed to offering a stimulating and rewarding work environment. If you have the necessary skills and qualifications, we encourage you to apply.
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