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Insurance Broker Pl Csr

2 weeks ago

Hamilton, Canada Levitt Insurance Brokers Full time

This is a full Personal Lines Insurance Broker - Account Manager role, 100% working from home.

Your work will focus on 2 main lines of business: Personal property insurance and Personal auto insurance. You will be involved in servicing a book of business. You will enjoy our team meetings, growth sessions, ongoing training classes so you can learn more, earn more, and contribute your ideas to the rest of the team.

We also know how to have fun. Our social events are a blast. Arcade games, Medieval Times shows or a Blue Jays game are just some of the things we are doing to keep the Team Levitt close together.

Our new customers approach us online or call in for service and advice. Your role as a RIBO Account Manager is key in our organization because we have high growth
aspirations and are focused on delivering an excellent customer experience. We are on a path to becoming a major insurance broker in Ontario.

Currently our office hours are 8am - 5pm, M-F. You are expected to work an 8 hour shift during these hours.

**Primary responsibilities include**:

- Prepare insurance quotes using Applied Rating Services (Compuquote) and sell, upsell and/or cross sell insurance policies
- Discuss renewals and endorsements with customers
- Provide an exceptional customer experience at every interaction
- Accurately read and interpret Hits, MVR and Autoplus reports
- Upload policies on insurance company portals, provide quotations to customers and brokers, etc
- Send payment reminders when necessary
- Assist customers in claims situations
- Issue Temporary Liability Cards and Insurance Certificates for customers
- Know, understand and be ready to learn some of our current insurance companies’ portals including: Intact, Aviva, Economical, Travelers, Chieftain, Pembridge, Max, Chubb, Echelon, Pafco, Jevco among others.
- Work directly with TSRs to provide a great customer experience to our customers and increase retention
- Able to take on other tasks as necessary to help the team

**You Need**:

- A RIBO license. Working towards CAIB and/or CIP is a bonus
- 3-5years of prior experience as a TSR, Insurance Customer Service Representative, Insurance Broker, or Junior Underwriter is a must
- Basic skills in Microsoft Outlook, Word and Excel
- Very strong attention to detail
- Strong multi-tasking and time management skills
- Excellent organizational, interpersonal, written, and oral communication skills
- Confidence in your ability to manage a book of business without supervision
- A love for learning new ways of doing things
- Enthusiasm for dealing with people and helping them

**About Us**:
We have been honored with industry awards that confirm our focus on customer service
- the 2022 Consumer Choice Award, the 2018 Elite Broker Award by _Insurance Business Canada. _Also we were awarded the 2018 Broker of the Year Award and were a Finalist in the 2018 Excellence in Customer Service Award.

We are an ideal insurance brokerage for an insurance broker who is looking for a career, not just a job.

We offer a career with a brokerage that is growing and has high aspirations. We need competitive team players that want to be part of, and contribute to, a winning organization. Many insurance companies believe in us and in our growth plans.

Our Account Managers love our compensation plans that allow for a solid base salary and the ability to make extra income through commissions and portfolio performance bonuses.

We are looking for winners who want to be part of a great company. Can you help us achieve our growth objectives? Let’s talk.

Pay: $45,000.00-$60,000.00 per year

**Benefits**:

- Casual dress
- Dental care
- Extended health care
- Life insurance
- Paid time off
- RRSP match
- Vision care
- Work from home

**Experience**:

- Insurance Broker: 5 years (preferred)

Licence/Certification:

- RIBO (required)