Insurance Solutions Expert
5 days ago
About the Role:
We are seeking an experienced Insurance Solutions Expert to join our team at Lloyd Sadd. As a key member of our Personal Insurance department, you will be responsible for delivering exceptional customer service and providing expert advice on various insurance products.
Key Responsibilities:
- Deliver "best in class" additional services to clients, including personalized risk assessments and customized insurance solutions;
- Participate in growth initiatives to drive business development and expand our client base;
- Liaise with underwriters to negotiate best terms for our clients and ensure seamless policy implementation;
- Maintain strong, long-term relationships with clients by providing value-added services and staying up-to-date with industry developments;
- Stay current on insurance products and services offered by various companies, including regular, non-standard, and relevant markets;
- Collaborate with team members to provide an exceptional customer experience and exceed client expectations;
- Work closely with advisors to develop and implement effective marketing strategies and renewal plans that meet Lloyd Sadd's best practices and standard procedures;
- Manage account documentation, including routine inquiries, quotes, insurance contracts, endorsements, cancellations, and other relevant information;
- Analyze client risk exposure and loss experience to determine optimal insurance solutions;
- Ensure accurate and timely servicing and billing of accounts, adhering to EPIC workflows and maintaining custom forms;
- Stay up-to-date with industry developments through ongoing training and professional development courses.
Requirements:
- 2-4 years of personal lines experience and proficiency in EPIC brokerage software;
- Level 2 General Insurance license or equivalent preferred;
- Completed or working towards C.I.P. or C.A.I.B. designation;
- Proven mentorship skills and ability to lead and motivate team members;
- Solid diplomacy and business acumen with a focus on customer service and overall client experience;
- Strong analysis, problem-solving, critical thinking, decision-making, teamwork, communication, innovation, and adaptability skills;
- Advanced Microsoft Office Suite skills and familiarity with internal Broker Management Systems (EPIC).
Lloyd Sadd is committed to diversity, equity, and inclusion, recognizing and respecting human differences and similarities. We encourage diverse applicants to apply.
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