Job Description
Responsibilities include, but are not limited to:
- Reviewing and maintaining expiration lists weekly
- Determining renewal strategy plans with Client Executives and broking teams
- Preparing pre-renewal schedules and communication to clients
- Working closely with Client Executives and broking teams to prepare market submissions for new and existing accounts
- Following up with insurers for quotes and preparing summaries of terms for review with Client Executives
- Preparing proposals to present terms to clients, obtaining orders from clients or Client Executives, and binding coverage with insurers
- Conducting wording and account reviews, preparing comparisons, and providing recommendations for cross-selling opportunities
- Compiling and preparing presentations and reports
- Preparing bonds, cover notes, policies, client service agreements or engagement letters, and client correspondence
- Preparing motor vehicle liability insurance slips and certificates of insurance
- Attending client meetings and presentations
- Interacting directly with clients and insurers to answer questions, resolve problems, and make required changes to policy coverage
- Reviewing documentation from insurers for deficiencies and working directly with insurers to implement changes
- Entering client information and agency / direct-bill invoices in Epic
- Filing client documentation in Epic or in a shared Microsoft Office drive
- Creating and following up on abeyances in a timely manner for outstanding items from clients, insurers, client executives, and broking teams
- Monitoring and following up on outstanding account receivables
- Answering internal queries and responding to audits in a timely manner
- Following policies and procedures, including compliance, privacy, and client security procedures
- Other duties, as required
Requirements
Personal:
- Entrepreneurial, self-motivated, organized, and customer-focused
- Excellent interpersonal, communication, and negotiation skills
- Professional, friendly, and respectful in all interactions with customers, company partners, and colleagues
- High level of integrity and dependability with a strong sense of urgency and results-orientation
- Dedication to maintaining a positive attitude while seeking outcomes that benefit our clients
- Ability to listen, create buy-in, and effectively communicate initiatives to the organization
Technical:
- A minimum of five years' experience as an Associate Client Executive within the commercial insurance industry
- Provincial license in good standing required (additional out-of-province licenses will be required upon notification)
- RIBO license is an advantage
- Ability to develop and maintain knowledge of insurance company products and their underwriting rules
- Superior written and verbal communication skills
- Microsoft Office suite (Outlook, Word, Excel, PowerPoint) skills are required
- Knowledge of Applied Epic broker management system is an advantage
The EQUA offer:
- Competitive salary and benefits package
- Group RRSP contributions
- Flexible hours with flexible personal and vacation time (minimum 20 days)
- A career path focused on progression, learning, and engagement
- A company and leadership team that believes in the importance of relationships, work-life balance, integrity, and diversity
Interested candidates please contact Daher Hassan at 416-868-6711 x.224 or forward your resume in confidence to daher@dgacareers.com. If you are working with another DGA recruiter, feel free to ask them about this position.