VIP Personal Lines Account Executive

Masters Insurance Limited - Vaughan, ON (30+ days ago)

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Masters Insurance Limited - Job Posting

Position: VIP Personal Lines Account Executive

Employment Status: Full-Time Employee, Premanent

Location: Vaughan Office - 7501 Keele Street, Suite 400, Vaughan ON, L4K 1Y2

Job Summary

This position is responsible for the day-to-day sales and servicing of customer needs, marketing and making changes to existing accounts. The Broker will act as a professional intermediary working directly with existing clients, prospects, underwriters and the Partners of Masters. The successful candidate must be highly motivated and have the ability to work in a fast-paced environment. They will be part of a team whose core objective is to maintain a high level of professionalism while exceeding expectations at each client interaction.

By joining our Masters team, you will become part of a rapidly, still-growing company that offers extensive training and frontline knowledge of the overall insurance industry. We offer a competitive, salary-based, compensation package including group health and retirement benefits, with future advancement opportunities within our organization. Choose a career with Masters Insurance Limited and take the first step toward creating a future that combines a diverse and challenging work environment with financial security and satisfaction.

Essential Job Functions

Business Development and Remarketing

  • Solicit new business sales via inbound and outbound calls
  • Prepare and complete applications, endorsements, binders and invoicing using TAM and carrier portals
  • Gather underwriting information, such as ordering MVR’s, Autoplus, Hits and Ezitv
  • Perform quotation transactions (Compu-Quote)
  • Recommend additional coverages and pursue cross selling / up selling opportunities
  • Meet with clients offsite to deliver group program presentations (some travelling required)
  • Send marketing material, emails, and other forms of correspondences to customers, through Facebook, Twitter, LinkedIn and other social media mediums
  • Analyze daily premium comparison reports provided by management

Renewals

  • Perform annual renewal reviews and risk exposure analysis of policies
  • Provide competitive quotes to clients
  • Process insurance policy changes, renewals and cancellations
  • Communicate and confirm coverages to clients
  • Maintain control of renewal expiration lists, binders, audits, and aged receivables

Customer Service

  • Formulate and foster strong working relationships with the client and insurance company underwriters
  • Respond to client inquiries, company requests and insurance company representatives via telephone, incoming e-mail and mail
  • Provide customers detailed explanations on Masters products and services
  • Advise clients regarding insurance coverage(s) and risk management issues
  • Prepare proof of insurance (binders and endorsements) for financing and lease companies
  • Perform other related duties and special projects, as required

Agency Management / File System

  • Update and maintain electronic client files in TAM and ensure all required documentation and activities are recorded

Qualifications & Experience

Required:

  • RIBO Licence
  • Minimum of five (5) years’ of personal lines insurance experience, specifically VIP clients
  • Thorough understanding of personal lines underwriting and coverages
  • Able to upload and process new business and policy changes to company portals
  • Familiarity with The Agency Manager (TAM) and/or Compuquote

An Asset:

  • Have completed or working towards CIP and/or CAIB designation

Skill Sets Required

  • Effective verbal and written communication skills
  • Excellent organizational and time management abilities
  • Self-motivation with ability to problem-solve with limited supervision
  • Flexibility to work in a fast-paced and dynamic environment with changing priorities
  • Ability to work independently and as a team member
  • Technically proficient in Microsoft Office programs: Outlook, Word, Excel and PowerPoint
  • Accurate data entry skills

Personal Attributes

  • Maintain strict confidentiality
  • Demonstrate a strong work ethic
  • Be honest and trustworthy
  • Be respectful of clients, co-workers and Management
  • Highly motivated with a positive can-do attitude

How to Apply

We thank all applicants for their interest, however, only applicants selected for an interview will be contacted.

We at Masters Insurance Limited are an equal opportunity employer committed to an inclusive workplace. We will accommodate the needs of applicants in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act throughout all stages of the recruitment and selection process. If you require accommodation we encourage you to contact us.

For more information about our company, visit our website www.mastersinsurance.com.

To view our current job postings, follow us on LinkedIn Masters Insurance | Financial.

Job Types: Full-time, Permanent

Experience:

  • Personal Lines: 5 years (Preferred)

Licence:

  • RIBO (Preferred)

Language:

  • English (Preferred)