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HOME & AUTO INSURANCE CONSULTANT, EDMONTON, AB, CANADA – #5095

IN DEMAND Recruitment & Consulting Inc. is currently recruiting for a HOME & AUTO INSURANCE CONSULTANT for our Edmonton, AB client.

Our client is currently looking for a motivated go-getter sales person to help us grow our VIP Personal Lines department. This department is an important component of our client’s complete and comprehensive insurance program to its top clients. Your passion to provide proactive, optimum personal lines coverage to VIP clientele is essential to your success in the role.

JOB DESCRIPTION:

As a Home & Auto Insurance Consultant, working with the Sales Executives and under the direction of the Director of Service/ Vice President of Operations, you will help plan, lead and guide the growth, renewal and servicing of accounts to contribute to the continued growth and operation of the brokerage. Your primary role will be to act as to go to contact for all of the customer insurance needs. You are responsible for maintaining a positive and proactive customer communication at all times while perform all renewal activities for the assigned customers (Book of Business) and provide mentorship to the rest of the team.

Renewal System

Maintain a positive and proactive working relationship with keep stakeholders in the renewal system, and follow all procedures, forms, checklists and workbooks as outline in the Renewal System;

Pre-Renewal activities, Customer Updates, Marketing and Renewal presentations must be completed on time as per company policy;

Cross-sell or up-sell other products and services the brokerage offers to new and existing clients;

Coverage review checklists must be performed on an annual bases as per the Renewal System;

Build marketing relationships with designated underwriters, maintain a positive and proactive relationship with underwriting, always putting the client’s needs first.

Customer Service

Be familiar with and follow company policies and procedures as established (Employee Handbook, Renewal Procedure, Claims Procedures, Collections and AR Procedures, etc.) and

Respond to and address all client inquiries and requests in a timely manner;

Assist the Sales Executives in the collection of deposit premiums, premiums, and finance deposits and contracts on behalf of the brokerage;

Collection of all outstanding underwriting requests from customers

Constantly obtain and share underwriting information required;

Maintain, update, and organize all data – electronic & paper filing systems utilized by the department/organization;

Prepare customer account reconciliations for accounting inquiries;

Provide clear instructions to CSR and Processing team for all transactions; Request cancellation on all overdue/unpaid accounts;

Team Support

Report any problems on potential lost accounts before occurrence to the Director of Service/ Vice President of Operations;

Report all potential bad debts immediately to the Director of Service/ Vice President of Operations;

Take all steps to prevent Errors & Omissions, and report any potential E&O to the Director of Service/ Vice President of Operations;

Supervise and check the processing of the Customer Service Representatives to ensure accuracy;

Mentor and provide training assistance to department Customer Service Representative; and,

Office Support

Attend & participate in Account Manager/CSR Meetings, general staff meetings, company functions, and attended Chamber of Commerce Events;

Abide by and adhere to the policies and procedures as outlined in the Policies and Procedures Manual;

Utilize the Agency Manager, PowerPoint, Excel, Word, All Insurance Portal programs;

And other related duties as assigned.

QUALIFICATIONS:

As the ideal candidate, you are an expert on personal lines insurance and you have a strong sales background. You have an exceptional ability to establish and maintain working relationships with internal and external parties, at all organizational levels. You have an entrepreneurial spirit that enjoys the challenges and rewards of developing a new department/program.

You are passionate about meeting the needs of the customer and derive much satisfaction in ensuring the client has the best possible coverage to meet their personal and commercial insurance needs.

You enjoy working as part of a team and you thrive in a fast-paced environment.

You enjoy selling. You are a logical thinker and have experience with process development.

You are detail oriented, very organized, and have an excellent ability to prioritize.

You have an entrepreneurial mindset with 3-5 years in a personal lines role

Level 2 Licensed Insurance Agent

Member of or currently working towards the C.I.P. or CAIB designation

4-7 years’ experience with in a commercial insurance business environment

3-4 years’ experience with in a team environment in a customer service position

Experience with Agency Manager, Microsoft Office Suite or comparable computer systems

Preference will be given to candidates with post-secondary education and an outstanding personality! 

Our client offers a competitive salary commensurate with education and experience as well as commission and retention incentive programs. An excellent comprehensive benefits program round out this opportunity to advance your career.

Qualified and interested applicants are encouraged to apply today in confidence by sending your resume as a MS Word Document to info@indemand.ca.

ONLY QUALIFIED CANDIDATES WILL BE CONTACTED

 

INSURANCE SENIOR ACCOUNT MANAGER – COMMERCIAL, EDMONTON, AB, CANADA – #3071

IN DEMAND Recruitment & Consulting Inc. is currently recruiting for a SENIOR ACCOUNT MANAGER – COMMERCIAL for our Edmonton, AB client.

Our client is a sales organization that provides innovative insurance solutions for commercial clients—and they are growing! They are looking for career-minded individuals to contribute to their ability to deliver to their clients an exceptional experience with insurance.

JOB DESCRIPTION:

As the ideal candidate you are responsive, able to develop and sell tailored solutions, and

consistently deliver optimal and timely results. Out-of-the-box thinking is a cornerstone of your

success.

You derive much satisfaction in ensuring the outcomes of increased customer satisfaction,

retention, and account growth.

You enjoy working as part of—and often lead—a team; you thrive in a fast-paced environment.

You are proactive and keep the customer’s needs and experience top of mind.

You are detail oriented, very organized, and have an excellent ability to prioritize.

Reporting to the VP Operations/ Director of Service or delegate, you work closely with the

producers and department team. You are responsible for the front-line service component of the

brokerage. You find innovative solutions, and are comfortable with selling and renewing tailored

solutions to customer insurance needs. Build excellent client relationships, offering value-added, insightful/strategic insight into their business

Keep the customers’ needs and experience top of mind; follow client’s touchpoints protocol and timelines

Responsible for all aspects of account management; taking steps to prevent errors and omissions

Update, monitor and analyze client claims; ensure the proper and expeditious handling of all claims and losses as per brokerage policy

Create report packages with detailed historical and forecast models for client and sales team

Review and ensure accuracy of the processing of the brokerages accounts

Keep the customer’s needs and experience top of mind; follow touchpoints protocol and timelines

Build excellent client relationships, offer value-added, insightful/strategic insight into

their business responsible for all aspects of account management; taking steps to prevent errors and

omissions update, monitor and analyze client claims; ensure the proper and expeditious handling of all claims and losses as per brokerage policy

Create report packages with detailed historical and forecast models for client and sales team

Review and ensure accuracy of the processing of the brokerages accounts

Proven experience building excellent client relationships

QUALIFICATIONS:

7+ years of experience within a commercial insurance business environment

Experience in the transportation industry and oil and gas services required

Proven experience building excellent client relationships

Excellent written and oral/presentation skills

Level 2 licensed insurance agent

Member of or currently working towards the CIP or CAIB designation

3-4 years of experience within a team environment in a customer service position

Intermediate experience with agency Manager, Microsoft Office suite

Have strong experience with complicated risks

Demonstrate the ability to think outside the box in finding insurance solutions

Excellent written and oral/presentation skills

5+ years’ experience within a team environment—participating and leading—in a customer service position

Intermediate experience with Agency Manager, Microsoft Suite

Our client offers a competitive salary commensurate with education and experience. An excellent comprehensive benefits program round out this opportunity to advance your career.

Preference will be given to candidates with post-secondary education and an outstanding personality!

Qualified and interested applicants are encouraged to apply today in confidence by sending your resume as a MS Document to: info@indemand.ca.

 ONLY QUALIFIED CANDIDATES WILL BE CONTACTED

INSURANCE SALES EXECUTIVE – COMMERCIAL (EXPERIENCED), EDMONTON, AB, CANADA – #3070

IN DEMAND Recruitment & Consulting Inc. is currently recruiting for a SALES EXECUTIVE – COMMERCIAL (EXPERIENCED) for our Edmonton, AB client.

Our client is a sales organization that provides innovative insurance solutions for commercial clients—and they are growing! They are looking for career-minded individuals to contribute to their ability to deliver to their clients an exceptional experience with insurance.

JOB DESCRIPTION:

Our client’s believe in challenging the status quo. If you have experience and enjoy developing and delivering innovative customer solutions, we want to hear from you!

The Ideal Candidate 

As the ideal candidate you are responsive, you have professional sales experience that demonstrates a hunger and passion for opportunity spotting, cross-selling, and meeting/ exceeding targets.

You enjoy developing and selling tailored solutions, and consistently deliver optimal and timely results.

You have a talent for listening and for establishing trust with prospects.

You derive much satisfaction in ensuring the outcomes of increased customer satisfaction, retention, and account growth.

You enjoy working as part of a team and you thrive in a fast-paced environment.

You are proactive and keep the customer’s needs and experience top of mind.

Reporting to the Director of Sales or designate, your primary responsibility is generating new business. You are responsible for a Book of Business at least $500k in value; and you continue to grow the book.

Our client’s strongly supports professional development to keep the agency at the forefront of the industry. Agency-wide training opportunities, a multi-pronged sales training program, and an individualized career pathing map support both the individual’s and the agency’s growth plan. Additionally, our client provides industry-leading tools and utilizes the latest technology & software in its training and operations.

Responsibilities 

You contribute to our client’s success through selling insurance solutions to a diverse group of commercial prospects; managing a book of business, e.g. customer experience, renewals, claims management; providing team leadership and mentorship; keeping abreast of trends and techniques, industry changes in the marketplace, and insurance company stability; using brokerage selling aids to maintain a competitive status for the brokerage within the industry; pipeline management and generating leads; proposal development and presentation; and, administration and data entry as required.

QUALIFICATIONS:

Licensed Level 2 Insurance Agent

Member of or currently working towards C.I.P. or CAIB designation

5 years’ experience within an independent commercial insurance business environment

2 years’ experience in a team environment in a customer sales/ marketing position with or without a Book of Business

Experience in the expeditious handling of claims and losses

Experience in marketing, rating, and quoting new and renewal business

Consistent customer retention of 90%+

Preference will be given to candidates with post-secondary education and an outstanding personality!

You enjoy working as part of a team and you thrive in a fast-paced environment.

You enjoy selling. You are a logical thinker and have experience with process development.

Our client offers a competitive salary commensurate with education and experience as well as commission and retention incentive programs. An excellent comprehensive benefits program round out this opportunity to advance your career.

Qualified and interested applicants are encouraged to apply today in confidence by sending your resume as a MS Word Document to info@indemand.ca.

ONLY QUALIFIED CANDIDATES WILL BE CONTACTED