Pension Supervisor

Comma Recruitment are looking for a Pension Supervisor who is an energetic, highly motivated, technologically adept/innovative individual, who enjoys juggling multiple priorities, and has a passion for providing excellent client service.

This is a newly created role, that will report to the Pensions Manager. The Pension Services team includes 10-12 pension administration staff who will report into this role.  The successful candidate will be responsible for the following:

• Monitoring pension application activity for all Clients – ensuring service delivery targets are achieved, member requests are being appropriately actioned, and workload is evenly distributed amongst the pension administration team.
• Prepare weekly/monthly department dashboards (in Excel) articulating volume of processing per client, and individual staff performance.
• Maintaining, and further developing a Client/Member-first culture focused on ensuring a positive client experience.
• As required, handle the processing of sensitive and critical pension transactional activities (i.e. terminations, retirements, marital disputes, and pre/post retirement deaths)
• Manage the onboarding of new staff, including the development of an individualized training program, to ensure development needs are achieved by expected timelines.
• Support the Manager in ensuring all administrative processes and procedures support the effective and efficient delivery of quality services to all our clients and members.
• Support the Manager in handling employee relations issues when they arise.
• Lead the annual pension statement project, ensuring member statements are produced accurately and delivered to members within established timelines approved by the executive team and in compliance with all legislative regulations.
• Develop and maintain a pension department knowledge guide – outlining procedures related to processing of pension transactions for each client.
• Participate in client meetings and presentations as required.
• Assist with special projects, as required.

Qualifications:

• Progressive pension administration experience with demonstrated expertise in handling of retirement/termination calculations
• Previous leadership experience in a relevant role
• Strong written and verbal communication skills
• High proficiency with Microsoft Office
• Industry designation in employee benefits (e.g. PPAC and/or CEBS) is an asset

A great fit for this role will have skills and experience that resonate with the following statements:

1. Actively engaged in day to day pension plan administration activities related to benefit calculations and associated member communications.
2. Strong, highly effective oral and written communication skills, with an attention on ensuring information communicated to Clients/Members is both compliant, yet more importantly easily understood by the member.
3. Brings a “Digital First” mindset and approach to pension administration, leveraging technology to find efficiencies.
4. Knowledge of applicable pension legislation (e.g. Pension Benefits Act, Income Tax Act, Family Law Act. Etc.).
5. Excellent analytical and mathematical aptitude, with an attention to detail, and ability to manage multiple tasks simultaneously.
6. Extremely adept in the usage of Microsoft Excel to build/design reports and dashboards to measure productivity, compliance, and quality levels.
7. A goal-oriented individual, with sound problem solving and decision-making skills, while managing Client/Member relationships.
8. Self- starter with a commitment to personal development / continuous learner, who works well with others, and takes accountability for their work outcomes.
9. Ability to work from home (dedicated space that allows for viewing and discussion of confidential private information).

Please forward resume to [email protected]   

P&C Manager, Toronto

Property and Casualty Manager

Comma Recruitment are looking for a Property and Casualty Underwriter with management experience, to lead a team of underwriters and support staff.

You must have a strong background in P&C with MGA experience, driven, results-oriented, and a team player to join our dynamic company.

This is a great opportunity to work alongside industry experts, develop management skills and experience, client relationships, and grow a career and a book of business to support our ambitious goals.

Job Responsibilities

• Manage a team of senior and junior underwriters plus a processor/admin support staff
• Manage a book of mid market Property and Casualty risks
• Underwrite new and renewal business based on underwriting authority and contract guidelines and produce business in assigned territories
• Strong aptitude for property and casualty policies, experience in other lines (Cyber, E&O A&E, Lawyers, D&O etc.) an asset
• Maintain the long-term profitability of a significant portfolio of accounts; the ability to successfully negotiate terms, conditions and pricing to achieve new business, renewal and profitability targets
• Develop and execute marketing plans with target brokers to drive new business and achieve retention goals
• Understand and leverage the breadth of products and markets, develop and submit underwriting referrals, where required.
• Develop and maintain a professional relationship with brokers and/or clients to enhance understanding of the target market and to contribute to quality service, problem solving, and risk selection
• Support in the development of new products by leveraging strong market and product knowledge
• Manage renewals and develop long term to execute marketing plan to drive new business
• Monitor key metrics, such as, new business hit ratio, renewal retention ratio, premium growth, and loss ratio, formulating corrective action where necessary
• Mentor and train junior underwriters, as needed
• Enter computer data of quotations, binders and related support documents
• Other tasks as assigned

Qualifications

• 5 years or more of property and casualty underwriting experience
• Experience managing a team or mentoring/training junior staff, ideally leadership experience.
• Provincial License or eligibility for obtaining, CIP, FCIP or comparable designations an asset
• Proven underwriting experience and the ability to make informed underwriting decisions in-house
• MGA experience
• Demonstrated proficiency in sales and marketing
• Proven organization skills and ability with a strong attention to detail
• Strong broker relationships
• Ability to work independently, but also be a team player

Please forward resume to [email protected]   

Property and Casualty Underwriter – Toronto

Property and Casualty Underwriter

Comma Recruitment are looking for a Property and Casualty Underwriter who is driven, results-oriented, and a team player to join our dynamic company. This is a great opportunity to work alongside industry experts, develop client relationships, and grow a career and a book of business to support our ambitious goals.

Job Responsibilities

• Manage a book of mid market Property and Casualty risks
• Underwrite new and renewal business based on underwriting authority and contract guidelines and produce business in assigned territories
• Strong aptitude for property and casualty policies, experience in other lines (Cyber, E&O A&E, Lawyers, D&O etc.) an asset
• Maintain the long-term profitability of a significant portfolio of accounts; the ability to successfully negotiate terms, conditions and pricing to achieve new business, renewal and profitability targets
• Develop and execute marketing plans with target brokers to drive new business and achieve retention goals
• Understand and leverage the breadth of products and markets, develop and submit underwriting referrals, where required.
• Develop and maintain a professional relationship with brokers and/or clients to enhance understanding of the target market and to contribute to quality service, problem solving, and risk selection
• Support in the development of new products by leveraging strong market and product knowledge
• Manage renewals and develop long term to execute marketing plan to drive new business
• Monitor key metrics, such as, new business hit ratio, renewal retention ratio, premium growth, and loss ratio, formulating corrective action where necessary
• Mentor and train junior underwriters, as needed
• Enter computer data of quotations, binders and related support documents
• Other tasks as assigned

Qualifications

• 2 years or more of property and casualty underwriting experience
• Provincial License or eligibility for obtaining, CIP, FCIP or comparable designations an asset
• Proven underwriting experience and the ability to make informed underwriting decisions in-house
• MGA experience preferred
• Demonstrated proficiency in sales and marketing
• Proven organization skills and ability with a strong attention to detail
• Strong broker relationships
• Ability to work independently, but also be a team player

Please forward resume to [email protected]   

Personal Lines CSR – Ottawa

Personal Lines CSR – Ottawa

Comma Recruitment are looking for RIBO licensed service staff to service a book of existing Personal Lines business, make amendments, policy changes, provide coverage advice, renewals, cross sell and up sell relevant products. This is a full time, salaried role, benefits, vacation package, ongoing training and mentoring with a large, multi-national brokerage.

Position Summary:

To provide front-line customer service for Personal Insurance policies and taking responsibility for the retention and account development of existing clients, quote and place 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/writing new business to existing or new clients, retain existing book of business
• Quote new business through outbound call initiatives, introductory letters and receiving walk-in clients
• Complete administrative tasks for the commercial department
• 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

What you bring to the table:

• RIBO Licensed
• Minimum of two years insurance experience
• Two or more years customer service experience
• Exposure to insurance systems, EPIC is an asset
• Proficient in MS Office – Word, Excel, Outlook
• Excellent customer services skills and adept in conflict resolution
• Demonstrated ability to handle multiple priorities successfully
• Strong analytical and organizational skills
• Excellent verbal and written communication skills

Please forward resume to [email protected]

Personal Lines Account Manager / CSR : North Toronto

Personal Lines Account Manager, Customer Service Rep – RIBO

Comma Recruitment are looking RIBO licensed sales or service reps with personal lines experience, brokerage or insurer experience, great communication skills and the ability to provide superb service to new and existing customers.

Located North Toronto with opportunities to work from home.

Key Responsibilities

• Respond to all client inquiries in a timely manner though phone and email contact
• Work closely with Producers (both Personal and Commercial)
• Review renewals for coverage and accuracy, re-market when required
• Liaise with our carriers to ensure proper coverage and follow-up on change requests
• Maintain organized and well documented files

Educational and Experience Requirements

• RIBO Licence required
• 1 – 3 years Personal Insurance experience
• College diploma, CAIB or CIP designation an asset
• Commitment to providing an outstanding level of customer service
• Strong organizational skills with emphasis on attention to detail and accuracy
• Individually motivated and able to work collaboratively within a vibrant team

Please forward resume to [email protected]

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