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Excel Insurance Group Inc.

Personal Lines Broker

Canada-Alberta-Edmonton

1514656

Company Information

Insurance Brokerage


Job Description

Are you ready for the next step?

 

The RiskTech Personal Lines Team is poised for growth!  We’re searching for a skilled, enthusiastic, and highly motivated Personal Lines Broker who is ready to make a big difference in the lives of our clients, and to the success of our Team.

 

Position Overview:

As a key member of our Team, you will:

  • Inspire the confidence and loyalty of your clients by consistently delivering highly responsive, thoughtful, and effective service – your personal trademark!

  • Perform as a trusted advisor and advocate to your clients, helping them to navigate through a wide range of insurance issues and decisions

  • Recognize, pursue and capture new business wins from many sources, including internal referrals from colleagues, cross-selling and up-selling opportunities, and Commercial client opportunities

  • Directly impact the future success and growth of our Team through your contributions to new business initiatives, process improvements, and collaborative problem solving

  • Thrive in a dynamic Team environment where you are challenged to be your best, your professional development is encouraged and financially supported, and great performance is recognized and rewarded

 

Qualifications:

As a skilled professional, you bring a lot to the table:

  • Effective Team player with a strong work ethic

  • Dedicated client focus and superior client service skills

  • Superior verbal and written communication skills

  • Well organized and able to prioritize and work effectively under time pressure

  • A minimum of three years of progressively challenging Personal Lines experience, ideally as a Broker working with multiple insurers and diverse coverage products

  • Prior experience with VIP / high value clients is a definite asset

  • Level 1 General Insurance license (must have), with commitment to achieve Level 2 within six months of hire

  • Familiar with SIG XP (considered an asset) and MS Outlook, Word, and Excel

  • CIP and CAIB designations are assets, and part of your development path

 

Daily Responsibilities:

  • Provide exceptional service to a growing and diverse portfolio of clients, promoting a high level of client satisfaction and long-term relationships

  • Accurately assess clients’ insurance needs and recommend coverage additions / enhancements

  • Recognize and pursue cross selling and mono-line opportunities within your existing book

  • Solicit new business sales via inbound and outbound calls

  • Work closely with Commercial Lines colleagues to develop and close new business opportunities re: high value VIP clients, group programs, and other referrals

  • Respond to inquiries and requests via telephone, incoming email and mail while staying within office service standards and time-lines

  • Prepare and complete applications, endorsements, binders within SIGXP

  • Issue policy documents directly from carrier portals

  • Gather underwriting information, such as ordering MVR’s, Autoplus, Hits and EZitv

  • Assist clients with claims issues in a professional, proactive, and empathetic manner

  • Prepare proof of insurance (binders and endorsements) for financing and lease companies

  • Process policy changes, new business, and payments on company portals

  • Update and maintain electronic client files in SIGXP and ensure all required documentation and activities are recorded

  • Quote new lines of business using Compu-quote, company rate manuals and company rating programs

  • Develop and maintain strong working relationships with insurance company underwriters

     

    About RiskTech Insurance and the Excel Insurance Group

    Excel Insurance & Risk Management recently changed its name to RiskTech Insurance Services.  Stronger than ever, the RiskTech team remains dedicated to delivering technical expertise and innovative risk management solutions. 

     

    RiskTech is a proud founding member of the Excel Insurance Group, an independent network of privately-held insurance brokerages based here in Western Canada.  To learn more, please visit http://excelrisk.ca/

     

    Next Steps

    Please forward your resume via email to Robyn Lisowski rlisowski@excelrisk.ca

    We look forward to meeting you and exploring this opportunity with you!


Contact Information

Excel Insurance Group Inc.
Robyn Lisowski
780-482-3302
Posting Date: 27-Jun-2017Insurance Permanent, Full-Time Open 1 ASAP
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