Commercial Insurance Broker

Burlington, ON, Canada

Job Description

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POSITION OVERVIEW: Paisley Partners is hiring for an experienced commercial insurance broker who is committed to delivering great customer service with a focus on retention of existing client accounts. The Account Associate will play a central role in renewing existing accounts and placement of new accounts . The Account Associate is accountable for determining customer needs, reviewing and negotiating coverages and processing of transactions/endorsements. This role will provide for additional responsibilities to the successful candidate who previously held an Assistant level broker position and is looking for more challenges and authority over the book of business assigned. RESPONSIBILITIES: \xc2\xb7 Responsible for retention of 95% on renewal book of business \xc2\xb7 Manage renewal list of accounts at 120 days in advance of policy renewal \xc2\xb7 Provide support to Account Managers on their book of business \xc2\xb7 Market and communicate client accounts to Insurers \xc2\xb7 Issue certificates of insurance within 24 hours for assigned Account Managers and send to appropriate insurer \xc2\xb7 Generate/issue liability slips for renewals, endorsements and new business \xc2\xb7 Process documents: renewals, endorsements, and new business \xc2\xb7 Run MVRs/driver abstracts, CVOR, etc. \xc2\xb7 Generate applications/forms (e.g. SOV, Profits Worksheets etc.) with abeyance for follow up \xc2\xb7 Maintain and update premium comparisons, summaries, executive summaries (if applicable) \xc2\xb7 Manage effectively the abeyance system \xc2\xb7 Creating policy binders \xc2\xb7 Other duties as assigned REQUIREMENTS: \xc2\xb7 Minimum 2 to 3 years of commercial insurance experience required \xc2\xb7 R.I.B.O license required \xc2\xb7 Working towards C.I.P. or C.A.I.B. designation(s) \xc2\xb7 Strong attention to detail, time management and analytical skills \xc2\xb7 Ability to be a self starter with strong written and oral communication skills as well as organizational skills \xc2\xb7 Advanced skills in Outlook, EPIC, Excel, Word and SigXP Paisley Partners is actively committed to support diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply. We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs. Job Types: Full-time, Permanent Benefits:
  • RRSP match
Schedule:
  • Monday to Friday
Work Location: Hybrid remote in Suite 210 Burlington, ON L7N 3N2

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Job Detail

  • Job Id
    JD2146577
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Burlington, ON, Canada
  • Education
    Not mentioned