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Senior Commercial Insurance Customer Service Representative

MT Talent

St. Catharines

On-site

CAD 70,000 - 90,000

Full time

2 days ago
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Job summary

A local insurance provider in St. Catharines is seeking a Senior Commercial Insurance Account Manager. You will be responsible for managing client interactions, processing renewals, and supporting new business workflows. The ideal candidate has over 5 years in the industry, strong organizational skills, and excellent customer service abilities. Competitive salary and a supportive work environment are offered.

Benefits

Competitive salary and benefits plan
Excellent company culture
Room for professional development
Community-oriented initiatives

Qualifications

  • Experience in commercial insurance preferred.
  • Working towards CAIB or CIP Designation is preferred.
  • Insurance-specific software experience is required.

Responsibilities

  • Respond to client calls, mail, emails promptly and friendly.
  • Responsible for New Business workflows with Account Executives.
  • Review renewals and make recommendations.

Skills

5 or more years' experience in the insurance industry
Excellent customer service and interpersonal skills
Strong organizational and time management skills
Excellent written and oral communication skills
Ability to positively adapt to change

Education

Post-secondary degree or diploma in Insurance, Business, Finance, Administration
RIBO License

Tools

Power Broker
Policy Works
MS Office Suite

Job description

Senior Commercial Insurance Account Manager / CSR

The opportunity :

MT Talent is happy to partner with a local insurance provider to source their next Account Manager .

For 40 years, they have delivered the highest quality experience their customers which helped them grow to be one of the largest independent insurance providers in Ontario. Along with providing superior insurance and financial products, they are heavily invested in their communities and staff. The company supports numerous charities and organizations and encourages their team to take part in this as well.

  • this is not a sales focused role

What’s in it for you :

  • Competitive salary and benefits plan and RSP
  • Excellent company culture with long-tenured staff and room for professional development
  • Empowering and supportive leadership team
  • Easily accessible by transit
  • Community-oriented company

What you’ll be doing in the role :

  • Respond to client calls, mail, emails in a prompt and friendly manner ensuring a high level of service is maintained at all times
  • Responsible for New Business workflows with Account Executives
  • Review renewals and make recommendations, completing comparison quotes and remarket when needed. Ensuring renewals are delivered to the clients in a timely matter.
  • Review and issue Certificates of Insurance
  • Accurately handle change requests with attention to risk management
  • Handle Complex Accounts to provide creative, effective solutions that meet the needs of clients
  • Function as a front-line underwriter for qualifying, maintaining, and promoting sound quality business
  • Support clients with reporting claims and follow up in a timely manner to ensure quality service from insurance partners
  • Manage account receivables for accounts
  • Work closely with Account Executives to identify other lines of business as cross sell opportunities

Here’s what you will need to be successful :

  • 5 or more years’ experience in the insurance industry with 2 or more years of experience in commercial insurance preferred
  • RIBO License
  • Post-secondary degree or diploma in Insurance, Business, Finance, Administration or other area of study is an asset but not mandatory
  • Positively adapts to change and maintains quality of work effectively under pressure
  • Strong organizational and time management skills
  • A collaborative, team-player with strong work ethic and accountability
  • Excellent written and oral communication skills with high regard for attention to detail, confidentiality and respect
  • Excellent customer service and interpersonal skills
  • Working towards CAIB or CIP Designation is preferred
  • Computer proficient : MS Office Suite. Insurance-specific software experience is required. Experience specifically with Power Broker and Policy Works is an asset.
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Customer Service Representative • St Catharines, Ontario

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