Job Description

Employment Status: Permanent, Full-Time

Location: 7501 Keele Street, Suite 400, Vaughan ON, L4K 1Y2

Start Date: January 2021

 

Job Summary

This position involves working as a Group Benefits Broker on a book of business in managing of existing and new business accounts that range from small to mid-size accounts.

The successful candidate must be highly motivated and have the ability to work in a fast-paced environment.  They will become part of a team whose core objective is to service Masters’ group benefit clients’ needs and exceed their expectations.

By joining our Masters team, you will become part of a rapidly, still-growing company that offers extensive training and frontline knowledge of the overall insurance industry.  We offer a competitive, salary-based, compensation package including group health and retirement benefits and work from home opportunities.  Choose a career with Masters Insurance Limited and take the first step toward creating a future that combines a diverse and challenging work environment with financial security and satisfaction.  

 

Essential Job Functions

Act as liaison between the Insurance Company and the client.

Renewals:

  • Coordinate upcoming renewals with the Managing General Agency (MGA)
  • Review renewal and marketing material prepared by the MGA to ensure accuracy
  • Follow up on negotiations and communicate with the client on their renewal status
  • Arrange a meeting with the client to present final negotiated renewal with a licensed broker
  • Follow up on any changes, issues or requests resulting from the meeting

Customer Service:

  • Process traditional and cost plus claims, as well as follow-up until adjudication has been completed
  • Assist with all client inquiries, including emails and telephone questions
  • Follow up with clients and ensure all outstanding concerns are rectified in a timely manner
  • Document all query details and file hard copies

Perform other related duties and special projects, as required

 

Required Qualifications

  • A minimum of one (1) year of experience in a similar role, including experience in working knowledge with Group Benefits 
  • Life License Qualification Program (LLQP)

 

Skill Sets Required

  • Effective verbal and written communication skills
  • Excellent organizational and time management abilities
  • Self-motivation with ability to problem-solve with limited supervision
  • Flexibility to work in a fast-paced and dynamic environment with changing priorities
  • Ability to work independently and as a team member
  • Technically proficient in Microsoft Office programs: Outlook, Word, Excel and PowerPoint

Job Posting Details

Job Type

Full-Time
Permanent

Market Segment

Insurance

Company Type

Insurance Agency

Languages Required

English

Education Required

Life License

Minimum Experience Required

1 to 2 Years

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