Regional Manager, Personal Lines – Atlantic Canada

Comma Recruitment are looking for a leader with experience managing a Personal Lines service team, managing operations and ensuring a high quality and efficient service to all clientele to ensure goals and objectives support the branch strategy.

This role has a direct impact on business outcomes such as client retention, client satisfaction, ensuring the team meets or exceeds our service goals. You will focus on maximizing both effectiveness of processes and efficiencies in procedures. Part of your role will be to provide coaching, mentorship and career pathing to the personal lines representatives.

Comma Recruitment are looking for talented, licensed leaders with an optimistic outlook and willingness to work with a dynamic and diverse team. Resourceful and ambitious individual wanting to continue to expand your insurance knowledge and skills.

 

How You Will Affect the Business:

• Overall supervision and development of all Client Solutions and Personal Lines service team within designated area.
• Manage a team to successfully maintain and service a book of business
• Ensure full utilization by all team members of all systems in the Personal Lines Department.
• Ensure staff meet and adhere to the high service and performance standards
• Provide guidance and support to personal lines service staff.
• Assist in hiring of new service staff ensuring they meet the qualifications of the position.
• Implement new service staff training program, and provide weekly feedback to determine next steps required for the successful onboarding of new staff.
• Provide reports on current staff, including successes, challenges, and performance issues, including solutions.
• Provide a quarterly report on each staff member outlining training opportunities, career planning, performance management and an action plan for development of that employee.
• Ensure underwriting practices and procedures are effectively understood, reinforced, and in compliance (e.g. policy changes, renewals, etc.).
• Ensure staffing levels are appropriate to meet client needs, including a quarterly review of the book of business within your designated branch.
• In collaboration with Area President and SVP of Operations, build and maintain a sustainable workplace culture of respect, fairness, collaboration and inclusiveness within respective team.
• Monitor and adjust workflow and service standards within the team.
• First point of contact for insurance carrier service issues and procedural changes.
• Supervise processing of policy transactions and the posting of daily transactions.

What will Make You Successful:

• You are a natural-born leader, and take immense pride in guiding and fostering the teams’ growth – and your impact on the business comes as a natural result of that!
• Strong communication and interpersonal skills enable you to develop deep relationships and partner effectively at all levels of the organization.
• Being in a fast-paced, dynamic environment brings out the best in you. With an ability to prioritize effectively and ensure the team is aligned with broader strategic outcomes
• Highly tech-savvy, with the ability to learn new systems, tools and processes effortlessly.

Education & Experience:

• Secondary School Diploma required, College or University Degree strongly preferred.
• 5+ years of Personal Lines Insurance experience.
• 2 years of management or supervisory experience preferred.
• Active and in good standing Insurance License required.
• CAIB, CIP, CIM or other relevant certifications/designations favored.
• Bilingual French and English an asset though not essential

Please forward resume to [email protected]

Account Executive – High Value Client Services, GTA

Are you a driven sales hunter? Do you possess a strong background in Personal Lines Home and Auto Broking? Experience with hard to place and high Value VIP Clients, this will be a phenomenal next step in your career!

In this role, you will be driving new business revenue growth, through the delivery of comprehensive Personal Insurance solutions to our high value clients.

How You Will Impact the Business

• Generate new business income, identify upselling and cross-selling opportunities and act as a concierge to our clients throughout the binding process.
• Achieve sales targets; you will work on planning and prioritizing sales activities (quoting, call), fully utilizing our superior lead systems.
• Deliver clients tailored insurance solutions, while ensuring underwriting frameworks are adhered to.
• Ensure a world-class quality of service standard is always upheld with VIP clients.

What Will Make You Successful

• Your success in sales is driven by a client-centric problem solving approach, meaning you consistently deliver solutions that grant clients peace of mind.
• Strong communication and interpersonal skills enable you to develop deep relationships with clients and build synergy with colleagues quickly. People love working with you, and you with them!
• Being in a fast-paced, dynamic environment brings out the best in you. You are always able to prioritize effectively which allows you to exceed client expectations every time!
• Highly tech-savvy, with the ability to learn new systems, tools and processes with ease.

Education & Experience

• 5 – 10 years Personal Lines and Private Client Services experience, preferably in a broking environment.
• Active and in good standing Insurance License required.
• Completed or intention to pursue CIP, CAIB, CRM or other relevant certifications/designations highly valued.

Please forward resume to [email protected]

Senior Construction Underwriter – GTA

Senior Construction Underwriter – GTA

Comma Recruitment are looking for a Senior Underwriter, Construction with Manufacturing to customize solutions for our clients when they need advice on a range of mid-market Construction and Manufacturing risks.

They work closely with our Actuarial and Claims departments and make Underwriting decisions that make sense for all parties.  They are passionate about maintaining strong relationships with our internal and external stakeholders and love utilizing their strong technical skills to ensure that risks are assessed properly.

They are experts in their field and passionate about maintaining strong relationships with our brokers – this means emails and phone calls don’t go unanswered, and in-person broker meetings are regularly penned into their calendars.  Working in a collaborative team, there is the opportunity for coaching, mentoring and development from our more experienced underwriters to help grow your appetite of risks.

Comma Recruitment are looking for 5+ years Construction Underwriting experience with:

• Problem-solving and critical thinking
• Customer service and relationship-building
• 5+ years of Underwriting experience, with a Construction or Manufacturing focus
• Completed, or pursuing your CIP designation
• Strong customer service background
• Team-first mentality

We Provide:

• Excellent package including salary, bonuses and career progression
• Prioritizing your well-being (Wellness Program, flexible health benefits, employee assistance)
• Promoting balance (flexible schedules, generous time off, and work from home options)
• Supporting your financial health (employee share purchase plan, pension plans, discount on staff insurance)
• Helping you grow in your career (education assistance, internal mobility)
• Caring about the community and the causes you believe in (donation matching, team volunteering)

Please forward resume to [email protected]

Personal Lines Insurance Advisor

Personal Lines Insurance Advisor

Timmins, Ontario

Comma Recruitment are looking for a service and sales advisor to provide front-line customer service of Personal lines policies and taking responsibility for the retention and account development of existing clients, quoting and placing new business as required.

What you will be doing:

• Service on-going client needs, advise on insurance matters, conduct needs assessment, recommend solutions, answer inquiries, conduct care calls and process renewals
• Sell new policies/write new business to existing or new clients, retain existing book of business
• Quote new business through outbound call initiatives, introductory letters and receive walk-in clients
• Contact Underwriters and Adjusters to discuss guidelines and policy
• Prepare documentation for insurers, complete applications for clients, issue insurance certificates, process changes and review renewals
• Keep current on underwriting rules and workflow processes
• Actively participate in training initiatives
• Participate in community marketing initiatives
• Process Account Receivable activities
• Provide guidance and assistance as requested

Comma Recruitment are looking for:

• High School and or Post-Secondary Education
• Personal Insurance experience is an asset, experience in a financial institution or similar is also an asset.
• RIBO License is an asset as is OTL or LLQP
• Strong customer focus
• Demonstrated ability to handle multiple priorities successfully
• Strong analytical and organizational skills
• Excellent verbal and written communication skills

We provide a wonderful package including salary plus bonuses:

• Commitment to your growth and development
• Flexibility in how and where you work
• A competitive compensation package
• Flexible health and dental benefits package
• An RRSP with a company matching component
• A casual ‘dress for your day’ environment

Please forward resume to [email protected]

Customer Service Broker – RIBO

Customer Service Broker – RIBO, Personal Lines, will develop Commercial Lines

Durham Region, ON

Description:

Comma Recruitment are looking for a RIBO licensed Service Broker / CSR to service a book of Personal Lines business, the role can develop and we can train and develop you on Commercial Lines too.

The position will focus on service of new and existing Personal Lines clients but will also provide support to the Commercial Lines Department as well as assist with general administrative office duties.

Roles & Responsibilities:

• Service existing clients needs, policy changes, claims inquiries and general day to day account management.
• Initiate, negotiate and process renewals and endorsements.
• Communicate with underwriters and adjusters to discuss/ arrange coverages and assist with claims.
• Assist Producer with new business submissions, proposals, quotes, remarkets and binders as required
• Responsible for retention of existing book of business and generating new business opportunities through cross sell, upsell and referral opportunities to support overall team targets.
• Provide front line support for walk in clients, processing outgoing mail and courier.
• Prepare certificates of insurance and support Commercial Lines Department as needed

Qualifications:

• Currently holds a RIBO license in good standing
• Experience as a Personal Lines CSR
• Ability to deliver positive customer experiences
• Self starter and ability to build efficiencies within your daily workflow
• Commitment to growth and development.
• Experience with insurance systems, portals etc an asset

Benefits and Compensation:

• Excellent salary, benefits, sick days, vacation
• Business casual dress
• Company events, social hours, and opportunities to give back to our community

Please forward resume to [email protected]

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