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Insurance Client Service Associate
2 months ago
Job Summary:
Brown & Brown Canada is seeking a highly skilled Client Service Associate to join our Private Client Team in Markham. As a key member of our team, you will be responsible for delivering exceptional client service and building strong relationships with our high-net-worth clients.
Key Responsibilities:
- Manage a portfolio of high-net-worth clients, providing personalized service and ensuring their insurance needs are met.
- Process policies, endorsements, and claims, ensuring timely and accurate completion.
- Build and maintain strong relationships with clients and carriers, driving client retention and growth.
- Identify opportunities to upsell and cross-sell insurance products, increasing revenue and client satisfaction.
- Stay up-to-date on industry trends, legislation, and new product developments, applying this knowledge to provide expert advice to clients.
- Collaborate with internal teams, including marketing and sales, to drive business growth and improve client engagement.
- Adhere to agency guidelines, policies, and procedures, ensuring compliance and quality service.
- Participate in ongoing training and professional development to maintain and enhance skills and knowledge.
Requirements:
- 2+ years of experience in insurance, with a focus on high-net-worth clients and personal lines.
- Strong knowledge of carriers and their offerings, including umbrella, excess coverage, and valuable articles.
- Excellent organizational and communication skills, with the ability to multitask and prioritize tasks.
- Proficient in Microsoft Office 365 products, including Outlook, Word, and Excel.
- Experience with TAM and/or EPIC systems.
- Positive attitude and strong work ethic.
What We Offer:
- Competitive compensation and benefits package.
- Opportunities for growth and advancement within the company.
- Employee Stock Purchase Plan.
- A dynamic and supportive work environment.
Equal Opportunity Employer:
Brown & Brown Canada is an equal opportunity employer, committed to diversity and inclusion. We welcome applications from qualified candidates who share our values and are passionate about delivering exceptional client service.