Job Description

An independent, busy and reputable brokerage is looking to add a well-rounded Broker to their team located in Downtown Vancouver! They are looking for an enthusiastic and confident personal lines broker, to service their clients. This will be a very holistic position, as this person will also be the primary person for ICBC/Autoplan.
This would be best suited for someone who thrives on giving great customer service to long standing clientele and a team player who rolls up their sleeves.
Responsibilities:

• ICBC Inventory control, batching and reconciliations
• Managing personal lines book which also includes some VIP/high net worth clients
• Invoicing renewals, new business and generating letters
• There will be autoplan and fleet accounts to service
• Knowledge of travel insurance and selling travel products to clientele
• Retention of personal lines book and providing a high level of service
• Generating quotes, using broker portals and cross-sell/up-sell all lines of insurance
• Post-sales customer service: re-market accounts, process renewals, endorsements
• Respond to client inquiries
• Maintain accurate up to date files
• First to telephone. Answer/direct incoming calls in a timely manner
• General office duties, ordering supplies, send/receive mail, etc.

Qualifications:

• Level 2 licence
• 3+ years' industry experience: Auto/Personal Lines capacity
• General knowledge and use of Epic
• Exceptional customer service skills
• Strong and clear written and oral communication - ability to deliver technical information
• Confident and comfort dealing with affluent individuals.
• Exposure to Chubb business is not mandatory but highly regarded
• Excellent time management and organizational skills
• Team player - willing to step in and roll up your sleeves to assist as needed
• Keen to learn
• Attention to detail

Our client is providing a great opportunity for the successful candidate. They are looking to bring on a team member who will complement their organization and contribute to their positive culture. No evenings or weekends, full time in office position.

Skills Required