Senior Service Broker, VIP Personal Lines Clients $50,000 + Bonus and Commission

Senior Service Broker, VIP Personal Lines Clients  $50,000 + Bonus and Commission

Comma Recruitment are looking for a Senior Service Broker to provide exemplary customer service to VIP and Large Clients, who have home and auto policies and typically but not exclusively, Commercial accounts.

• Act as primary contact with clients for service issues and general concerns;
• Provide service by telephone, or at client request, at the client’s home or business location;
• Participate in review of client accounts on an annual basis, at the time of the renewal;
• General client service, including contacting company underwriters, and with other involved staff, such as Account Executives and Account Managers in other departments;
• Completion of processing tasks related to policies & endorsements utilizing required forms;
• Alert team members and other staff (including Management) to service or claims issues requiring action or client communication;
• Remain alert for opportunities to up-sell coverage (such as optional accident benefits, valuable articles, claims protection, umbrella coverage);
• If an insurer issues a non-renewal, offer alternative coverage, if appropriate;
• Review all documents received from insurers (renewals, endorsements, cancellations) and Bill all transactions;
• Renewals to be processed a minimum of 40 days prior to renewal data;
• Maintain complete and accurate client activity notes;
• Maintain current and up to date voice mail log books;
• Return voice mail messages as per Service guidelines (2 hours);
• Maintain suspense and keep current (within 5 days).

REQUIRED QUALIFICATIONS:

• R.I.B.O. license required.
• 3 – 5 years successful customer service experience in a general insurance brokerage
• Familiarity with Keal products (i.e. SigXp) considered an asset
• Excellent communication skills and the ability to work effectively for high net worth individuals and families

Please forward resume to [email protected]