Personal Lines Insurance Broker Ottawa
Christian Duplessis HR
Ottawa, Ontario, Canada
1d ago

Seeking a Personal Lines Insurance Broker for a client in Ottawa. This is permanent position with benefits and bonus and can be work from home within a few hours of Ottawa for an experienced candidate. Responsibilities :

  • Provide service to existing customers and selling the company's insurance products and services
  • Assess clients' needs and provide advice on appropriate coverage levels and products by reviewing insurance policies with customers to be sure losses are covered in policy and / or the customer understands the specific exclusions that may affect any eventual claim.
  • Manage clients' files and coordinate endorsements, renewals and claims
  • Prepare remarkets for clients
  • Provide information and answer inquiries to new or existing clients
  • Prepare documentation for clients
  • Maintain thorough understanding of all products and services offered by the company
  • Advise customers of provincial requirement to file accident report with company and assist if necessary.
  • Ensure files are accurate and up to date
  • Maintain contact with clients to ensure satisfaction at all times
  • Track claim activity
  • Process incoming e-mails
  • Perform other duties as assigned
  • Keep up to date with industry developments through training courses, seminars or publications
  • Qualifications :

  • Post secondary preferred
  • RIBO for Ontario required.
  • AMF (Quà bec licence) is a bonus.
  • Additional industry related courses are preferred
  • 3 years customer service or call centre experience
  • Bilingual in English and French
  • Strong computer skills with experience in Microsoft Office products
  • Experience with brokerage customer relationship manager software (EPIC)
  • Good problem solving and technical skills
  • Excellent communication skills and able to work in a team environment
  • Why Work With Us? Work from home possible for the right candidate No cold calling. Not expected to bring a book of business Excellent benefits and vacation 35 hour work week

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