Responsibilities
- Strategic Onboarding: Supporting and effectively onboarding new customers.
- Quality Assurance: Carefully reviewing all new submissions and policy data for accuracy while managing complex policy changes.
- Portfolio Management: Managing the existing book of business by issuing certificates and processing endorsements for large and complex accounts.
- Revenue Growth: Identifying opportunities for upselling and cross-selling within the current book of business to ensure a 'Circle of Protection.'
- Market Optimization: Processing remarkets to ensure clients consistently maintain the most competitive and comprehensive coverage available.
- Relationship Stewardship: Serving as the primary point of contact for mid-term reviews and year-round account maintenance.
Requirements
- Licensing & Commercial Experience: You hold a valid broker license for your province and have 1+ years of P&C experience.
- Client-First Communication: You're skilled at translating complex insurance concepts into simple, clear language that clients appreciate.
- Workflow Efficiency: Proven ability to utilize a BMS or other digital tools to streamline your workflows and manage high-volume client data.
- High-Impact Collaboration: You thrive working with colleagues, underwriting teams, and partners to achieve shared goals and deliver seamless service.
- Solution-Oriented Drive: You approach challenges with persistence and agility, consistently meeting set targets and finding innovative solutions.
- Exceptional Organization: You have strong prioritization skills and demonstrated flexibility in managing a diverse portfolio of clients and tasks simultaneously.
- Detail-Focused Execution: You maintain a sharp attention to detail, ensuring accuracy in all policy and account management processes.
Nice to Have
- Professional Development: CIP, CAIB, or CRM designation is a bonus.
- Previous commercial broking experience is strongly preferred.
Benefits
- Remote-first setup for added flexibility
- Home office allowance to create a comfortable workspace
- Top-tier tech: 'Office in a box' with all necessary tech equipment
- Half days before public holidays: Enjoy half days before long weekends
- Flexible health and dental plans for families, including mental health support
- Health & personal spending accounts to invest in wellness your way
- Parental leave top-up, because family comes first
- Education assistance reimbursement for courses, conferences, books, and memberships
- Opportunities to learn from industry experts and grow your career
- Weekly Friday huddles to share updates and connect across teams
- Virtual & in-person team-building events to strengthen our culture
Additional Information
- There's no cold calling or prospecting required - we provide the leads and accounts!
- We use an AI scribe to help us take notes and review interviews, ensuring a fair and clear process.
