Accounting and Client Service Specialist
6 days ago
DGA Careers is seeking a highly skilled Accounting and Client Service Specialist to join our team. This is a full-time position based in Mississauga, offering a competitive salary of $65,000 - $80,000 per annum.
Job DescriptionThis hybrid role involves servicing a book of clients from a service and sales perspective. The successful candidate will be responsible for growing their assigned alpha split of clients through cross-selling, upselling, and handling all aspects of the alpha split, including servicing changes on portals, quoting new business, reporting claims, and addressing accounting issues.
Key Responsibilities:- Provide exceptional day-to-day service to clients and handle client file activities
- Negotiate and bind coverage with insurers based on program guidelines for new business and renewal
- Prepare new and renewal quotations in accordance with MGA agreements
- Maintain professional relationships with key insurers to ensure maximization of new business growth and retention opportunities
- Report claims on behalf of program clients, ensuring service excellence
To succeed in this role, you will need:
- 5 years of insurance experience (commercial or programs preferred but not required)
- A valid RIBO license or willingness to pursue RIBO designation within 3 months
- CIP, FCIP, or CAIB designation an asset
- Exceptional client service skills
- Strong analytical, organizational, and time management skills
- Excellent interpersonal, verbal, and written communication skills
- Ability to multi-task in a fast-paced environment
- Proficiency in Microsoft Office products and experience with Applied Epic is an asset
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