Commercial Lines Client Service Broker

Commercial Lines Client Service Broker

Comma Recruitment are looking for Brokers, Underwriters and Risk Analysts with exceptional customer service skills to work with a book of business, service and develop small to mid size commercial accounts.

 

•             Providing continuing (including post sales) customer service to new and existing clients, for the creation and renewal of policy documents and providing advice on policy changes.

•             Responding quickly and accurately to product questions by maintaining full knowledge of features and benefits of products and services and seeking proactively, to stay informed of   program changes.

•             Analyzing customer inquiries and providing appropriate information on products/services ensuring a match between customer needs to insurance company’s products/services;    converting a high percentage to sales.

•             Handling portfolio of small-medium commercial and personal lines accounts (includes retailers, light manufacturing and professional offices).

•             Servicing existing programs and responding to new business inquiries by analyzing and defining the risk exposure, and coverage required.

•             Demonstrating confidence while on the phone with customers to manage any ambiguity in customer needs.

•             Reviewing coverage(s) and recommending changes as necessary.

•             Resolving customer concerns/complaints with authority limits, immediately and effectively while displaying professionalism and courtesy at all times.

•             Referring complex/difficult customer complaints or inquiries to the appropriate team leader or supervisor as required.

Operational Tasks

•             Assessing risks and obtaining all information needed to take an application, prepare quotations, calculate premiums, bind coverage and prepare documentation for billing.

•             Processing related information/documentation in computer system.

•             Contacting other departments to obtain information requested by customers e.g. claims.

•             Maintaining quality controls, checking work for accuracy.

•             May be required to process documents, including customer letters and invoices.

•             Ensuring the identified Key Performance Indicators are met on a regular basis.

•             Meeting or exceeding targets

•             Accurately inputting, retrieving and accessing information regarding a customer from a computer system.

•             Attending and actively participating in all required training programs. Showing eagerness and capacity to learn new products and programs.  Providing feedback and suggestions to Team Leaders/Trainers for program improvement.

 

Qualifications and Experience

•             RIBO or CAIB license or ability to attain one within first 3 months

•             Ensure the mandatory product knowledge, soft skills and customer service training is completed successfully (all training will be provided in-house).

•             Post secondary education is an asset.

•             Ideally 2 years commercial and/or extensive personal lines insurance experience.

•             Customer service orientation.

•             Professional business acumen.

•             Excellent interpersonal, communication and presentation skills.

•             Ability to work collaboratively as a key member of a service team.

•             Comfortable working in a fast paced environment.

•             1 year customer service, sales experience (Retail, Consumer, Corporate).

•             Competent keyboarding, computer and data entry skills.

•             Possess strong communication skills with the ability to understand and implement verbal and/or written instructions.

•             Accurate and efficient typing speed.

•             Ability to deal with clients/customers in a friendly and professional manner.

•             Ability to solve problems and think critically.

•             Strong multi-tasking skills: speaking with the customer while researching information.

•             Ability to exert confidence while speaking to customers.

•             Flexibility in working hours is essential and punctuality is a must.

•             Demonstrated ability to handle work under pressure.

Salary Range $45,000 – $55,000 + excellent incentive plan

Please forward resume to [email protected]