Recruiter :
Leslie Lake
- Salary $70,000+
- Commission and bonus
- Hybrid
Downtown Toronto, Ontario
Our client is looking to hire a Private Client (VIP) CSR for their downtown Toronto, Ontario location. They are looking for an experienced professional who specializes in managing a portfolio of high-net worth insureds. The successful candidate will be the dedicated point of contract for affluent insureds, providing personalized advice, tailored solutions and exceptional service.
Offering:
- Salary $70,000+
- Commission and bonus
- Benefits
- Hybrid
Responsibilities
- Assessing risk profiles for insurance needs of Insureds
- Designing comprehensive insurance portfolios
- Coordinate with underwriters and ensuring compliance
- Develop strong relationships with insureds
- Handle incoming and outgoing calls for both internal and external insureds, ensuring prompt and professional communication
- Manage incoming mail and courier deliveries from insureds, companies, mortgage holders and legal representatives
- Proactively address accounts and identify opportunities for cross-selling
- Ensure documents and follow up on claims management
- Conduct outbound calls to renew the portfolio,
- Oversee the overall management of policies providing comprehensive support and guidance
- Work as a team member providing back up during absences or periods of high workload
- Any other responsibilities.
Qualifications
- 5+ years experience as a Senior Personal Lines Representative
- AIIC or CAIB designation is beneficial
- University or College degrees are beneficial
- RIBO license in good standing
- Advanced knowledge of Personal Lines Insurance
- Ability to interpret policy wordings
- Strong teamwork skills
- Strong organizational skills with attention to details and ability to meet deadlines
- Excellent interpersonal, communication and negotiations skills
- Strong working knowledge of Broker systems and markets
