Insurance Broker for Small Business Enterprises

5 days ago

Toronto, Canada Purves Redmond Limited Full time

We are seeking an experienced Insurance Broker to manage a portfolio of Small Business Enterprises in Toronto. The successful candidate will have excellent client service skills and be able to handle a high volume of accounts.

Key Responsibilities:

  • Provide exceptional client service while managing a large book of Small Business Enterprise accounts
  • Conduct thorough research and analysis to understand clients' operations and provide tailored insurance solutions
  • Prepare renewal files 90+ days in advance, including loss runs and required documents
  • Draft key insurance documents, including Broker of Record letters, underwriting submissions, quote comparisons, renewal reports, binders, and policy summaries
  • Assist with client proposals, reports, analysis, and presentations
  • Ensure compliance with company workflows, including maintaining accurate records and client information in the broker management system
  • Manage market placements and respond to client coverage questions and concerns
  • Process policy amendments, cancellations, and follow-ups, including reviewing all insurance documents and endorsements for accuracy
  • Oversee day-to-day account management, liaising with internal teams and clients
  • Review insurance contract terms and indemnity provisions
  • Foster strong relationships with clients and underwriters
  • Coordinate issuance of invoices, premium finance quotes, Auto Liability Pink Slips/Cards, and Certificates of Insurance
  • Track receivables to ensure timely collections

The ideal candidate will have:

  • 2-5 years of experience in insurance brokering or underwriting
  • A valid Registered Insurance Brokers of Ontario (RIBO) license
  • A commitment to outstanding client service
  • Experience with broker management systems (e.g., EPIC)
  • Proficiency with Microsoft Office Suite
  • Excellent time management and organizational skills
  • Strong attention to detail and data analysis skills
  • Self-motivation, a growth mindset, and a collaborative approach

The estimated salary range for this position is $60,000-$80,000 per year, depending on experience. We offer a competitive benefits package and opportunities for professional growth and development.

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