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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