Seeking an experienced General Insurance Salesperson in Duncan Lines of Business :
The CSR handles various types and lines of insurance. Qualifications :
The CSR has a minimum 4 years insurance experience and carries a General Insurance Salesperson Level 1 License or a General Agent Level 2 Insurance License through the Insurance Council of British Columbia.
Duties include but are not limited to : Customer Service & Producer Support :
Provide friendly, professional service to customers and producers
Handle routine customer and producer inquiries / concerns
Manage daily administration including correspondence, policy wording review, contract & lease agreement review, issuance of new and renewal documentation
Take and report claims immediately
Return all customer inquiries with a turn-around time of no longer than 24 hours
Ensure work is prompt, efficient and accurate
Prepare submissions for marketing purposes, negotiate terms and conditions with underwriters
Review renewals 120 days prior to renewal expiry date Administration :
Maintain accounts receivable lists weekly, liaising with the Manager on progress
Maintain expiration lists and abeyance files
File / scan files
Handle / maintain files
Ensure all documents are accurate and files are kept in an orderly manner
Review all certificates, binders, invoicing and payments, delegating to the commercial assistant / reception for processing.
Manage emails and calendar system daily, ensuring all emails are responded to in the same day Team Support :
Lead by example, being a positive role model
Contribute to a positive team environment by working efficiently, professionally and in a friendly manner
Improve our organization by sharing ideas and opinions, contributing and building communication in all directions and levels
Assist others as needed and perform other duties as assigned. Professional Conduct :
Maintain security in accordance with internal control
Adhere to authorized underwriting guidelines and policies
Adhere to guidelines and best practices set forth by the Insurance Council of British Columbia, and other licensing bodies as applicable
At all times, respect the privacy and confidentiality of all customers and staff information
Respect the importance of attendance and punctuality and the impact it has on the rest of the team
Maintain safe workplace procedures as per WCB regulations Candidates may apply in confidence quoting Job-2794 and should submit a Word version of your cover letter and resume detailing education and previous experience.
We thank all applicants; however, only qualified candidates will be contacted for an interview. StaffQuest Placement Group is an Equal Opportunity Employer.
Note : Applications will be sent to jobs staffquest.ca.