Client Relations Manager
DGA Careers
Toronto, Ontario, CA
15d ago

Our Client are loooking for motivated, independent insurance professionals that want to help grow a business. An MGA part of a larger international organization. Responsibilities :

  • Responds to client inquiries and insurer coverage / documentation requests, solves problems regarding client account issues
  • Complies with our professional standards to ensure quality service to all clients including file maintenance and computerized files
  • Capable of independently servicing small, medium and large accounts, acting in a Client Relations / Marketer capacity
  • Interact regularly with colleagues / managers, clients, underwriters
  • Prepare and / or send transmittal documents to client
  • Coordinate with members of team to verify insurance policies for accuracy and coordinate corrections if applicable with insurers
  • Prepare client letters according to Professional Standards enclosing policy / documentation
  • Assist with the collection of renewal information from clients Use Microsoft Excel and other means to analyze changes in expiring versus renewal information
  • Assist in preparing renewal strategy documents
  • Assist in preparing coverage specifications / submissions
  • Participate in client meetings, underwriter meetings, and group presentations
  • Possess a good knowledge of the client's operations and insurance programs
  • Skills and Qualifications :

  • Completion of college diploma or equivalent required
  • Solid communications skills both written and verbal
  • Proficiency in Microsoft office applications (outlook, word, excel)
  • Good negotiating skills
  • Exceptional interpersonal skills
  • RIBO licensed or willing to obtain
  • Competencies and Attributes :

  • High ethical standards and integrity in professional and personal dealings
  • Ability and willingness to raise potential issues and must have a high level of problem resolution
  • Flexibility responsiveness and willingness to consider change
  • Ability to work as a team member
  • Accountable and able to handle time constraints
  • Ability to deliver excellent customer service
  • Ability to be resourceful and proactive in dealing with issues that may arise
  • Ability to prioritize and work under pressure in a sales driven environment
  • Professional and pleasant telephone manner
  • Some travel may be involved visiting clients
  • Apply
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