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
Post secondary preferred
RIBO for Ontario required.
AMF (QuÃ 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