Insurance Account Coordinator
2 weeks ago
We are seeking a skilled Commercial Insurance Service Representative to join our team at BrokerLink. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients.
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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