Office Manager, Insurance Brokerage

1 week ago

Kitchener, Canada Collectivfide Full time

Bollenbach has been servicing the Kitchener area since 1975 with a loyal client following and incredible customer retention rates. We have a unique opportunity that allows you to really flex your skill set. The current Office Manager/Principal Broker is retiring so we are looking for her successor. She is a wonderful ambassador for her clients, the brokerage, and the insurance industry so you will get to learn and be mentored from one of the best to support a seamless transition.

In this role you will have full oversight for the day-to-day operations of the brokerage. You will also have the ability to do the account reconciliation, AP & AR, as well as service a book of clients serve as the Principal Broker. With this opportunity you will have your hands in all aspects of the business supported by a larger team at Collectivfide.

This role is in-office position in our Kitchener location. Actual salary at time of offer will depend on overall level of experience.

**So, What Will You Spend Your Days Doing?**
- Full cycle client support - quote, new business, endorsements, renewals, cancellations, etc. for a book of business.
- Serve as a liaison between clients and insurance carriers.
- Office administration tasks including account reconciliation, month end processing, bank deposits, AP & AR etc.
- Conduct detailed reviews of risk and underwriting information to ensure accuracy and optimal insurance solutions for your clients.
- Recognize and realize sales opportunities where it makes sense.
- Remarket lines policies as necessary.
- Take new claim reports and submit them to the insurance carrier.
- Diligent follow-up on clients’ accounts to ensure outstanding activities are resolved.

**Qualifications**
- Must be RIBO licensed.
- Minimum 3-5 years Broker experience in personal lines, commercial lines is an asset.
- Proven track record servicing all aspects of an assigned book of business.
- Prior experience with office administration, bookkeeping, account reconciliation or month end processing in an insurance brokerage.
- Remain current and develop expertise in assigned markets, staying open to new market opportunities.
- Must remain professional and always serve as a company ambassador.
- RIBO Level 2 is an asset but must be willing to obtain it (company supported).
- Working knowledge of PowerBroker is an asset.

**Accessibility Statement**

We are committed to creating an inclusive environment that accommodates all individuals, including those with disabilities. We support the goals of the _Accessibility for Ontarians with Disabilities Acts (AODA) _and have established policies, procedures and practices which adhere to the accessibility standards set out in the AODA. Please advise us should you require any accommodation throughout the recruitment & selection process.

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