CLIENT MANAGER
Hallmark Insurance Brokers Ltd.
Toronto, Ontario, Canada
13d ago
  • Service Personal Insurance renewals, change, cancellation and claims transactions in accordance with company service / quality standards, including;
  • Handle incoming / outgoing calls / e-mails / faxes and walk in traffic
  • Quotation skills New business (as required), cross selling, up selling and remarketing
  • Function as first line underwriters, qualifying, maintaining and promoting sound quality business
  • Review policy wordings & documents to ensure accuracy and adequacy
  • Insurer portal transactions / activity
  • Accuracy and adequacy of all TAM documentation
  • Manage Accounts Receivables (collection and reconciliation)
  • Manage follow up activity
  • Maintain professional business relationships with industry partners
  • Input all information in Agency Manager System accurately and efficiently per company requirements
  • Monitor and meet personal RIBO education credit requirements
  • Coaching of Technical Assistants
  • Personal Characteristics

  • Professional, ethical, friendly and courteous in all interactions with clients and co-workers
  • Committed team player capable of multi tasking and adaptable to change
  • Perform well in a busy operation, remain calm under pressure
  • Strong organization, time management skills and ability to prioritize
  • Excellent written and oral communication skills
  • Decision maker
  • Positive customer service and sales attitude
  • Qualifications

  • Minimum High School Diploma post secondary education an asset
  • RIBO licensed and current with continuing education requirements imposed by RIBO
  • 3-5 years Personal Insurance experience
  • Enrolled or working toward C.A.I.B. or I.P.
  • Working knowledge of EPIC or similar BMS
  • Familiarity with MS suite of products
  • Step 2
    Apply
    Add to favourites
    Remove from favourites
    Apply
    My Email
    By clicking on "Continue", I give neuvoo consent to process my data and to send me email alerts, as detailed in neuvoo's Privacy Policy . I may withdraw my consent or unsubscribe at any time.
    Continue
    Application form