Commercial Lines Specialist (Cornwall)

Rozon Insurance Brokers Ltd.; Cornwall; Hybrid; CAD 45,000 - 75,000; Full time

Job summary

An established industry player is seeking a Commercial Lines Specialist to enhance client relationships and manage insurance policies. This role involves collaborating with brokers to address client needs, process renewals, and provide exceptional service. The successful candidate will thrive in a dynamic environment, demonstrating strategic thinking and problem-solving skills. Join a fun and supportive team that values continuous learning and offers a hybrid work schedule, competitive compensation, and comprehensive benefits. If you're passionate about client service and ready to make a difference, this opportunity is perfect for you.

Benefits

Competitive Compensation Package

Continuing Education Program

Group Health and Dental Benefits

RRSP/DPSP Program

Fitness Gym Access

Generous Time Away Policy

Hybrid Work Schedule

Casual Dress Code

Qualifications

• Excellent communication and interpersonal skills are essential.
• Detail-oriented with the ability to manage multiple projects.
• Commitment to continuous learning and ethical decision-making.

Responsibilities

• Assist brokers in managing and growing their client base.
• Liaise with underwriters regarding policies and renewals.
• Offer exceptional service while building client relationships.

Skills

Communication Skills

Interpersonal Skills

Detail-oriented

Strategic Thinking

Problem-solving

Client Service Experience

Bilingual (French/English)

Education

Post-secondary Education

Tools

Microsoft Office

Applied Services

EPIC System

Job description

Rozon is a second-generation family-owned and operated brokerage, with two locations in Eastern Ontario (Lancaster & Cornwall); we have been proudly servicing our community for 55 years with clients in Ontario and Quebec. At Rozon, we are about more than just insurance, we are committed to the community and people where we all live, work and play.

• Job Title: Commercial Lines Specialist
• Reports to: Commercial Lines Manager
• Location: Cornwall
• Role Type: Permanent Full-Time

Job Summary

Our Commercial Lines Specialist works directly with our brokers in managing and growing their existing client base. The Commercial Lines Specialist will work closely with our existing clients/prospective clients and the broker to provide exceptional client service.

Key Responsibilities

• Assist the Commercial Lines Broker in managing and growing their existing book of business by addressing client queries (by phone, email, etc.) and assisting in reviewing their existing policies and coverages.
• Liaising with underwriters/insurance companies regarding policies.
• Process/review renewals for the Commercial Lines Broker to review/deliver to clients.
• Proactively and creatively offer solutions using a diverse selection of insurance products while achieving performance targets.
• Opportunity to develop new business leads while working with the Commercial Lines Broker.
• Offer exceptional service to clients while building and managing client relationships.
• Addresses all communication in accordance with Rozon’s Service Standards.
• Other duties as may be assigned.

Requirements

• Excellent communication and interpersonal skills to effectively engage with clients/underwriters/colleagues over the telephone, by email and in person.
• Detail-oriented person who is able to give their undivided attention to reviewing documentation to ensure accuracy and consistency in their work product.
• Demonstrated ability to manage multiple projects simultaneously and prioritize tasks based on business needs.
• Strategic thinking and problem-solving skills to effectively communicate complex insurance terms in a straightforward easy to understand manner.
• Ability to work with minimal guidance and to prioritize tasks based on business needs.
• Commitment to continuous learning.

What Else is Important

• Ethical decision-making approach to managing your day-to-day workload and the business needs of Rozon.
• Develop and maintain a positive, professional and respectful working relationship with clients, colleagues and business partners.
• RIBO license but if you don’t, we will offer the training to get licensed.
• Client service experience (not necessarily in insurance).
• Proficient in the use of Microsoft Office products (i.e., Outlook and Word) and experience with Applied Services and the EPIC system is a plus.
• Post-secondary education would be nice to have but not essential.
• Bilingual (French/English) would be considered an asset.

Why Rozon?

• We are a fun group to work with. We work hard but we also take the time to ensure we are a great place to work. If that’s not enough of a reason to want to join us, see our other perks below:
• Competitive compensation package with the opportunity to earn bonuses (based on new business).
• Continuing education program to ensure that you stay current with your license and other training as Rozon may offer from time to time.
• Group Health and Dental Benefits package (90% paid by Rozon), LTD benefit (100% employee paid), and a Health Spending Account.
• RRSP/DPSP program with set percentages based on years of service.
• Fitness Gym in both offices.
• Generous Time Away Policy (including personal leave, birthday off and vacation).
• Hybrid work schedule with four days in the office and one home day per week.
• Casual dress for your work environment.

Not sure if you meet all the requirements? If you are excited about this opportunity but your experience does not align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right candidate for this or other roles. Please submit your resume, with cover letter, to [e-mail].

Rozon is dedicated to building a diverse, respectful and inclusive work environment. If you have a disability or special need that requires accommodation at any time during the recruitment process, please let us know.

While we appreciate all applications received, only those candidates selected for an interview will be contacted.

Rozon Insurance Brokers Ltd., has access to some of the largest and most trusted carriers in the business.