Job Description
Responsibilities:
? Responsible for managing a book of business
? Responsible for servicing all aspects of an account by taking inbound calls, consulting and advising clients on policy changes, requesting policy change, process all additional paperwork
? In collaboration with Producers; coordinate, support plans, discuss arising issues and create comprehensive plans for existing clients
? Responsible for the review and accuracy of policy documents prior to the delivery to the client
? Responsible for the preparation of proposals for prospect and stewardship reviews for existing clients
? Manage account documentation (i.e., routine inquires, quotes, binders, statement of values, insurance contracts, endorsements, cancellations, etc.)
? Review client's current coverage and exposures, loss experience and analyze risk to determine the product/service requirements
? Maintains up-to-date TAM workflow documentation and ensures workflows are followed
? Ensure accurate and timely servicing and billing of accounts
? Participate in actively in cross-sell campaigns and other initiatives as required ? Actively develop an increased knowledge of related insurance products and client needs
? Discuss any concerns or outstanding info with underwriters
? Provide back-up support to other Account Managers when required
? Preparing comparison quotation on renewals where necessary, and in a timely manner
? Issue pink slip when needed in addition to completing miscellaneous duties as assigned
? Develop and maintain relationships with company underwriters
? Participate in training and professional development courses to enhance skills and industry knowledge
? Maintain positive working relationships with clients, staff, and other Northbrook Departments
? Achieve performance metrics as set out by the Commercial Lines Manager
? Scan and attach documents to Agency Manager Qualifications:
? An active and in good standing RIBO license is required
? Minimum 3-5 years of commercial insurance experience ? Has or currently working towards C.I.P. and/or C.A.I.B.
? Strong written, oral communication and presentation skills
? Client development/relationship management experience ? High attention to detail with strong organizational skills
? A self-starter wanting to grow with the organization
? Proficient skills in Outlook, Excel, Word and The Agency Manager (TAM
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.