Mango Insurance is one of the fastest-growing insurance brokers in Canada consistently for the past three years. Currently operating in Alberta and Ontario, we will be opening offices in Manitoba and Texas before the end of 2026. Mango Insurance works with leading insurance companies and, unlike brokers who have access to few insurers, this ensures that the customers get the best coverage and price for risk transfers to insurers. Our team of experienced risk consultants designs a balanced portfolio that includes risk mitigation and risk retention strategies.
Mango Insurance is seeking candidates for the following position based in the Calgary or Edmonton office:The role is critical to the oversight and stewardship of a book of nearly $5M GWP and is supported by 3 team members including yourselfThe book is in significant growth mode and the successful candidate will be able to identify opportunities and sell into a defined value proposition that serves a specific industry class – TransportationDigesting and comprehension of the day-to-day for the average client in the portfolio and awareness of the outliers and unique needsThe team is comprised of 3 individuals that support the portfolio. The role will be to function as the Client Executive on the totality of the book and support the team where needed.Engagement with the current team and outgoing Client Executive will be critical to the training and development of this role. Administrative processes have been built and are in place to allow for efficient communication with our partner network.
What is in it for you?Opportunity to lead a growing book of business with a niche value proposition.Ability to earn significant additional compensationJoining a group with a proven history of promotion and career advancement from withinA company with a strong Brand and strong results to matchCulture of internal mobility, collaboration, and valued partnership with HR from the business.Competitive pay (salary and bonus potential)Possibility to become a partner through best in the industry partnership programOpportunity for advancement
How we will count on you:Supporting clients through the renewal process with premium bands of $50-$600K rangeProviding exceptional client service and solutions to drive retention and overall business revenue growthLiaison with key centers of influenceOverall administrative ownership with key insurer partnersAssisting team members with at-risk portfolio participantsStrong organizational skills to support a high volume book of business with renewal dates throughout the yearExcellent communication (verbal and written) and interpersonal skills, with the ability to interact at all levels of the organization
Knowledge and Experience:2+ years of commercial auto and property insurance experience with a minimum of 1 year in a Client Executive type role managing a book of businessApplicable Insurance Broker Provincial LicensingPost-secondary education or equivalent work experience within an insurance and risk consulting environment, preferably including one or more insurance related designations or degrees
What makes you stand out:Ability to leadAbility to manageAbility to drive growth
Please note that role provides competitive compensation based on experience.
Mango Insurance is one of the fastest-growing insurance brokers in Canada consistently for the past three years. Currently operating in Alberta and Ontario, we will be opening offices in Manitoba and Texas before the end of 2026. Mango Insurance works with leading insurance companies and, unlike brokers who have access to few insurers, this ensures that the customers get the best coverage and price for risk transfers to insurers. Our team of experienced risk consultants designs a balanced portfolio that includes risk mitigation and risk retention strategies.
Mango Insurance is seeking candidates for the following position based in the Calgary or Edmonton office:The role is critical to the oversight and stewardship of a book of nearly $5M GWP and is supported by 3 team members including yourselfThe book is in significant growth mode and the successful candidate will be able to identify opportunities and sell into a defined value proposition that serves a specific industry class – TransportationDigesting and comprehension of the day-to-day for the average client in the portfolio and awareness of the outliers and unique needsThe team is comprised of 3 individuals that support the portfolio. The role will be to function as the Client Executive on the totality of the book and support the team where needed.Engagement with the current team and outgoing Client Executive will be critical to the training and development of this role. Administrative processes have been built and are in place to allow for efficient communication with our partner network.
What is in it for you?Opportunity to lead a growing book of business with a niche value proposition.Ability to earn significant additional compensationJoining a group with a proven history of promotion and career advancement from withinA company with a strong Brand and strong results to matchCulture of internal mobility, collaboration, and valued partnership with HR from the business.Competitive pay (salary and bonus potential)Possibility to become a partner through best in the industry partnership programOpportunity for advancement
How we will count on you:Supporting clients through the renewal process with premium bands of $50-$600K rangeProviding exceptional client service and solutions to drive retention and overall business revenue growthLiaison with key centers of influenceOverall administrative ownership with key insurer partnersAssisting team members with at-risk portfolio participantsStrong organizational skills to support a high volume book of business with renewal dates throughout the yearExcellent communication (verbal and written) and interpersonal skills, with the ability to interact at all levels of the organization
Knowledge and Experience:2+ years of commercial auto and property insurance experience with a minimum of 1 year in a Client Executive type role managing a book of businessApplicable Insurance Broker Provincial LicensingPost-secondary education or equivalent work experience within an insurance and risk consulting environment, preferably including one or more insurance related designations or degrees
What makes you stand out:Ability to leadAbility to manageAbility to drive growth
Please note that role provides competitive compensation based on experience.
Mango Insurance is one of the fastest-growing insurance brokers in Canada consistently for the past three years. Currently operating in Alberta and Ontario, we will be opening offices in Manitoba and Texas before the end of 2026. Mango Insurance works with leading insurance companies and, unlike brokers who have access to few insurers, this ensures that the customers get the best coverage and price for risk transfers to insurers. Our team of experienced risk consultants designs a balanced portfolio that includes risk mitigation and risk retention strategies.
Mango Insurance is seeking candidates for the following position based in the Calgary or Edmonton office:The role is critical to the oversight and stewardship of a book of nearly $5M GWP and is supported by 3 team members including yourselfThe book is in significant growth mode and the successful candidate will be able to identify opportunities and sell into a defined value proposition that serves a specific industry class – TransportationDigesting and comprehension of the day-to-day for the average client in the portfolio and awareness of the outliers and unique needsThe team is comprised of 3 individuals that support the portfolio. The role will be to function as the Client Executive on the totality of the book and support the team where needed.Engagement with the current team and outgoing Client Executive will be critical to the training and development of this role. Administrative processes have been built and are in place to allow for efficient communication with our partner network.
What is in it for you?Opportunity to lead a growing book of business with a niche value proposition.Ability to earn significant additional compensationJoining a group with a proven history of promotion and career advancement from withinA company with a strong Brand and strong results to matchCulture of internal mobility, collaboration, and valued partnership with HR from the business.Competitive pay (salary and bonus potential)Possibility to become a partner through best in the industry partnership programOpportunity for advancement
How we will count on you: Supporting clients through the renewal process with premium bands of $50-$600K rangeProviding exceptional client service and solutions to drive retention and overall business revenue growthLiaison with key centers of influenceOverall administrative ownership with key insurer partnersAssisting team members with at-risk portfolio participantsStrong organizational skills to support a high volume book of business with renewal dates throughout the yearExcellent communication (verbal and written) and interpersonal skills, with the ability to interact at all levels of the organization
Knowledge and Experience:2+ years of commercial auto and property insurance experience with a minimum of 1 year in a Client Executive type role managing a book of businessApplicable Insurance Broker Provincial LicensingPost-secondary education or equivalent work experience within an insurance and risk consulting environment, preferably including one or more insurance related designations or degrees
What makes you stand out: Ability to leadAbility to manageAbility to drive growth
Please note that role provides competitive compensation based on experience.
This job operates in a professional office environment. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Mango Insurance is one of the fastest-growing insurance brokers in Canada consistently for the past three years. Currently operating in Alberta and Ontario, we will be opening offices in Manitoba and Texas before the end of 2026. Mango Insurance works with leading insurance companies and, unlike brokers who have access to few insurers, this ensures that the customers get the best coverage and price for risk transfers to insurers. Our team of experienced risk consultants designs a balanced portfolio that includes risk mitigation and risk retention strategies.
Mango Insurance is seeking candidates for the following position based in the Calgary or Edmonton office:The role is critical to the oversight and stewardship of a book of nearly $5M GWP and is supported by 3 team members including yourselfThe book is in significant growth mode and the successful candidate will be able to identify opportunities and sell into a defined value proposition that serves a specific industry class – TransportationDigesting and comprehension of the day-to-day for the average client in the portfolio and awareness of the outliers and unique needsThe team is comprised of 3 individuals that support the portfolio. The role will be to function as the Client Executive on the totality of the book and support the team where needed.Engagement with the current team and outgoing Client Executive will be critical to the training and development of this role. Administrative processes have been built and are in place to allow for efficient communication with our partner network.
What is in it for you?Opportunity to lead a growing book of business with a niche value proposition.Ability to earn significant additional compensationJoining a group with a proven history of promotion and career advancement from withinA company with a strong Brand and strong results to matchCulture of internal mobility, collaboration, and valued partnership with HR from the business.Competitive pay (salary and bonus potential)Possibility to become a partner through best in the industry partnership programOpportunity for advancement
How we will count on you: Supporting clients through the renewal process with premium bands of $50-$600K rangeProviding exceptional client service and solutions to drive retention and overall business revenue growthLiaison with key centers of influenceOverall administrative ownership with key insurer partnersAssisting team members with at-risk portfolio participantsStrong organizational skills to support a high volume book of business with renewal dates throughout the yearExcellent communication (verbal and written) and interpersonal skills, with the ability to interact at all levels of the organization
Knowledge and Experience:2+ years of commercial auto and property insurance experience with a minimum of 1 year in a Client Executive type role managing a book of businessApplicable Insurance Broker Provincial LicensingPost-secondary education or equivalent work experience within an insurance and risk consulting environment, preferably including one or more insurance related designations or degrees
What makes you stand out: Ability to leadAbility to manageAbility to drive growth
Please note that role provides competitive compensation based on experience.
This job operates in a professional office environment. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Mango Insurance is one of the fastest-growing insurance brokers in Canada consistently for the past three years. Currently operating in Alberta and Ontario. Mango Insurance works with leading insurance companies and, unlike brokers who have access to few insurers, this ensures that the customers get the best coverage and price for risk transfers to insurers. Our team of experienced risk consultants designs a balanced portfolio that includes risk mitigation and risk retention strategies.
As a Personal Lines Client Executive you are critical to the servicing of clients and supporting the retention and growth of Mango Insurance.
The role is critical to the oversight and stewardship of a book of nearly $5M GWP and is supported by 3 team members including yourselfThe book is in significant growth mode and the successful candidate will be able to identify opportunities and sell into a defined value proposition that serves a specific industry class – TransportationDigesting and comprehension of the day-to-day for the average client in the portfolio and awareness of the outliers and unique needsThe team is comprised of 3 individuals that support the portfolio. The role will be to function as the Personal Lines Client Executive on the totality of the book and support the team where needed.Engagement with the current team and outgoing Personal Lines Client Executive will be critical to the training and development of this role. Administrative processes have been built and are in place to allow for efficient communication with our partner network.This role is full time Work From Office role and is not Hybrid or Work from Home
What is in it for you?Opportunity to lead a growing book of business with a niche value proposition.Ability to earn significant additional compensationJoining a group with a proven history of promotion and career advancement from withinA company with a strong Brand and strong results to matchCulture of internal mobility, collaboration, and valued partnership with HR from the business.Competitive pay (salary and bonus potential)Possibility to become a partner through best in the industry partnership programEntitled to 2 weeks of vacation, 2 personal days and 1 floating holiday.Opportunity for advancement
How we will count on you:Supporting clients through the renewal process with premium bands of $50-$600K rangeProviding exceptional client service and solutions to drive retention and overall business revenue growthLiaison with key centers of influenceOverall administrative ownership with key insurer partnersAssisting team members with at-risk portfolio participantsStrong organizational skills to support a high-volume book of business with renewal dates throughout the yearExcellent communication (verbal and written) and interpersonal skills, with the ability to interact at all levels of the organization
Knowledge and Experience:1-4 years of personal auto and property insurance experience with a minimum of 1 year in a personal lines type role managing a book of business, more than 5 years of experience not preferredApplicable Insurance Broker Provincial LicensingPost-secondary education or equivalent work experience within an insurance and risk consulting environment, preferably including one or more insurance related designations or degrees
What makes you stand out:o Ability to leado Ability to manageo Ability to drive growth
Mango Insurance is one of the fastest-growing insurance brokers in Canada consistently for the past three years. Currently operating in Alberta and Ontario. Mango Insurance works with leading insurance companies and, unlike brokers who have access to few insurers, this ensures that the customers get the best coverage and price for risk transfers to insurers. Our team of experienced risk consultants designs a balanced portfolio that includes risk mitigation and risk retention strategies.
As a Personal Lines Client Executive you are critical to the servicing of clients and supporting the retention and growth of Mango Insurance.
The role is critical to the oversight and stewardship of a book of nearly $5M GWP and is supported by 3 team members including yourselfThe book is in significant growth mode and the successful candidate will be able to identify opportunities and sell into a defined value proposition that serves a specific industry class – TransportationDigesting and comprehension of the day-to-day for the average client in the portfolio and awareness of the outliers and unique needsThe team is comprised of 3 individuals that support the portfolio. The role will be to function as the Personal Lines Client Executive on the totality of the book and support the team where needed.Engagement with the current team and outgoing Personal Lines Client Executive will be critical to the training and development of this role. Administrative processes have been built and are in place to allow for efficient communication with our partner network.This role is full time Work From Office role and is not Hybrid or Work from Home
What is in it for you?Opportunity to lead a growing book of business with a niche value proposition.Ability to earn significant additional compensationJoining a group with a proven history of promotion and career advancement from withinA company with a strong Brand and strong results to matchCulture of internal mobility, collaboration, and valued partnership with HR from the business.Competitive pay (salary and bonus potential)Possibility to become a partner through best in the industry partnership programEntitled to 2 weeks of vacation, 2 personal days and 1 floating holiday.Opportunity for advancement
How we will count on you:Supporting clients through the renewal process with premium bands of $50-$600K rangeProviding exceptional client service and solutions to drive retention and overall business revenue growthLiaison with key centers of influenceOverall administrative ownership with key insurer partnersAssisting team members with at-risk portfolio participantsStrong organizational skills to support a high-volume book of business with renewal dates throughout the yearExcellent communication (verbal and written) and interpersonal skills, with the ability to interact at all levels of the organization
Knowledge and Experience:1-4 years of personal auto and property insurance experience with a minimum of 1 year in a personal lines type role managing a book of business, more than 5 years of experience not preferredApplicable Insurance Broker Provincial LicensingPost-secondary education or equivalent work experience within an insurance and risk consulting environment, preferably including one or more insurance related designations or degrees
What makes you stand out:o Ability to leado Ability to manageo Ability to drive growth
As a Personal Lines Sales Executive, you will help our company succeed and grow by selling all Personal Lines products to Homeowner clients/prospects. You are responsible for ensuring that all of our clients have the best coverage at the best price and for helping anticipate their future insurance needs. The Personal Lines Sales Executive will be responsible for growing a portfolio of personal insurance clients. Day-to-day tasks include providing tailored insurance solutions,educating clients on product offerings, quoting policies, negotiating with insurance carriers, and maintaining long-term client relationships. The role also involves cross-selling additional services and ensuring client satisfaction.
SalesGrow a Book of Business specific to the Homeowners Personal Lines Insurance Department – Including Auto of HomeownersCross-sell or up-sell other products and services the brokerage offers to new and existing clientsAdhere to and meet/exceed performance metrics identified by the brokerage
ProcessMaintain positive and proactive relationships with all stakeholders in the processFollow all Mango procedures, forms, checklists and workbooks as outlined in the Mango Process, including pre-renewal activities, customer updates, coverage review checklists, marketing and renewal presentations, completed on time as per company policy.Build marketing relationships with Mango designated underwriters, maintaining positive and proactive relationships with underwriting, always putting the client’s needs first.
Customer ServiceBe familiar with, and follow, company policies and procedures as established (Employee Handbook, Renewal Procedure, Claims Procedures, Collections and AR Procedures, etc.).Respond to and address all client inquiries and requests promptly.Collection of deposit premiums, premiums, and finance deposits and contracts on behalf of the brokerage.Collection of all outstanding underwriting requests from customers.Obtain and share underwriting information, as required.Maintain, update, and organize all data; electronic & paper filing systems utilized by the department/organizationProvide clear instructions to CSO (Client Service Officer) team for all transactions. · Request cancellation of all overdue/unpaid accounts. · Focus on client service including timely response to telephone, email, and fax/written enquiries by creating expectations and timelines for work completion with a proactive service approach.
Team SupportReport any problems on potential lost accounts before occurrence to the Director of Retention or PresidentReport all potential bad debts immediately to the Director of Retention or PresidentTake all steps to prevent Errors & Omissions, and report any potential E&O to the Director of Retention or PresidentEscalate concerns/ issues to President; keep Director of Retention or President abreast of department activitiesSupervise and check the processing of the Customer Service Representatives to ensure accuracy.Attend and participate in Team meetings, general staff meetings and company functions
Office SupportLead, attend & participate in weekly Team L10 meetings, general staff meetings, company functions, and attended Chamber of Commerce Events or other industry events;Utilize the SIA, PowerPoint, Excel, Word, All Insurance Portal programsAnd other related duties as assigned
Knowledge and ExperienceRIBO or AIC - Level 1 or 2 Licensed Insurance Agent3+ years of experience within an insurance environment or professional business environment.3+ of experience within a team environment in a customer service position.Ability to drive sales and growth
This job operates in a professional office environment. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
As a Personal Lines Sales Executive, you will help our company succeed and grow by selling all Personal Lines products to Homeowner clients/prospects. You are responsible for ensuring that all of our clients have the best coverage at the best price and for helping anticipate their future insurance needs. The Personal Lines Sales Executive will be responsible for growing a portfolio of personal insurance clients. Day-to-day tasks include providing tailored insurance solutions,educating clients on product offerings, quoting policies, negotiating with insurance carriers, and maintaining long-term client relationships. The role also involves cross-selling additional services and ensuring client satisfaction.
SalesGrow a Book of Business specific to the Homeowners Personal Lines Insurance Department – Including Auto of HomeownersCross-sell or up-sell other products and services the brokerage offers to new and existing clientsAdhere to and meet/exceed performance metrics identified by the brokerage
ProcessMaintain positive and proactive relationships with all stakeholders in the processFollow all Mango procedures, forms, checklists and workbooks as outlined in the Mango Process, including pre-renewal activities, customer updates, coverage review checklists, marketing and renewal presentations, completed on time as per company policy.Build marketing relationships with Mango designated underwriters, maintaining positive and proactive relationships with underwriting, always putting the client’s needs first.
Customer ServiceBe familiar with, and follow, company policies and procedures as established (Employee Handbook, Renewal Procedure, Claims Procedures, Collections and AR Procedures, etc.).Respond to and address all client inquiries and requests promptly.Collection of deposit premiums, premiums, and finance deposits and contracts on behalf of the brokerage.Collection of all outstanding underwriting requests from customers.Obtain and share underwriting information, as required.Maintain, update, and organize all data; electronic & paper filing systems utilized by the department/organizationProvide clear instructions to CSO (Client Service Officer) team for all transactions. · Request cancellation of all overdue/unpaid accounts. · Focus on client service including timely response to telephone, email, and fax/written enquiries by creating expectations and timelines for work completion with a proactive service approach.
Team SupportReport any problems on potential lost accounts before occurrence to the Director of Retention or PresidentReport all potential bad debts immediately to the Director of Retention or PresidentTake all steps to prevent Errors & Omissions, and report any potential E&O to the Director of Retention or PresidentEscalate concerns/ issues to President; keep Director of Retention or President abreast of department activitiesSupervise and check the processing of the Customer Service Representatives to ensure accuracy.Attend and participate in Team meetings, general staff meetings and company functions
Office SupportLead, attend & participate in weekly Team L10 meetings, general staff meetings, company functions, and attended Chamber of Commerce Events or other industry events;Utilize the SIA, PowerPoint, Excel, Word, All Insurance Portal programsAnd other related duties as assigned
Knowledge and ExperienceRIBO or AIC - Level 1 or 2 Licensed Insurance Agent3+ years of experience within an insurance environment or professional business environment.3+ of experience within a team environment in a customer service position.Ability to drive sales and growth
This job operates in a professional office environment. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
As a Personal Lines Sales Executive, you will help our company succeed and grow by selling all Personal Lines products to Homeowner clients/prospects. You are responsible for ensuring that all of our clients have the best coverage at the best price and for helping anticipate their future insurance needs. The Personal Lines Sales Executive will be responsible for growing a portfolio of personal insurance clients. Day-to-day tasks include providing tailored insurance solutions,educating clients on product offerings, quoting policies, negotiating with insurance carriers, and maintaining long-term client relationships. The role also involves cross-selling additional services and ensuring client satisfaction.
SalesGrow a Book of Business specific to the Homeowners Personal Lines Insurance Department – Including Auto of HomeownersCross-sell or up-sell other products and services the brokerage offers to new and existing clientsAdhere to and meet/exceed performance metrics identified by the brokerage
ProcessMaintain positive and proactive relationships with all stakeholders in the processFollow all Mango procedures, forms, checklists and workbooks as outlined in the Mango Process, including pre-renewal activities, customer updates, coverage review checklists, marketing and renewal presentations, completed on time as per company policy.Build marketing relationships with Mango designated underwriters, maintaining positive and proactive relationships with underwriting, always putting the client’s needs first.
Customer ServiceBe familiar with, and follow, company policies and procedures as established (Employee Handbook, Renewal Procedure, Claims Procedures, Collections and AR Procedures, etc.).Respond to and address all client inquiries and requests promptly.Collection of deposit premiums, premiums, and finance deposits and contracts on behalf of the brokerage.Collection of all outstanding underwriting requests from customers.Obtain and share underwriting information, as required.Maintain, update, and organize all data; electronic & paper filing systems utilized by the department/organizationProvide clear instructions to CSO (Client Service Officer) team for all transactions. · Request cancellation of all overdue/unpaid accounts. · Focus on client service including timely response to telephone, email, and fax/written enquiries by creating expectations and timelines for work completion with a proactive service approach.
Team SupportReport any problems on potential lost accounts before occurrence to the Director of Retention or PresidentReport all potential bad debts immediately to the Director of Retention or PresidentTake all steps to prevent Errors & Omissions, and report any potential E&O to the Director of Retention or PresidentEscalate concerns/ issues to President; keep Director of Retention or President abreast of department activitiesSupervise and check the processing of the Customer Service Representatives to ensure accuracy.Attend and participate in Team meetings, general staff meetings and company functions
Office SupportLead, attend & participate in weekly Team L10 meetings, general staff meetings, company functions, and attended Chamber of Commerce Events or other industry events;Utilize the SIA, PowerPoint, Excel, Word, All Insurance Portal programsAnd other related duties as assigned
Knowledge and ExperienceRIBO or AIC - Level 1 or 2 Licensed Insurance Agent3+ years of experience within an insurance environment or professional business environment.3+ of experience within a team environment in a customer service position.Ability to drive sales and growth
This job operates in a professional office environment. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Base salary: $60,000 annuallyPlus performance-based commission
As a Personal Lines Sales Executive, you will help our company succeed and grow by selling all Personal Lines products to Homeowner clients/prospects. You are responsible for ensuring that all of our clients have the best coverage at the best price and for helping anticipate their future insurance needs. The Personal Lines Sales Executive will be responsible for growing a portfolio of personal insurance clients. Day-to-day tasks include providing tailored insurance solutions,educating clients on product offerings, quoting policies, negotiating with insurance carriers, and maintaining long-term client relationships. The role also involves cross-selling additional services and ensuring client satisfaction.
SalesGrow a Book of Business specific to the Homeowners Personal Lines Insurance Department – Including Auto of HomeownersCross-sell or up-sell other products and services the brokerage offers to new and existing clientsAdhere to and meet/exceed performance metrics identified by the brokerage
ProcessMaintain positive and proactive relationships with all stakeholders in the processFollow all Mango procedures, forms, checklists and workbooks as outlined in the Mango Process, including pre-renewal activities, customer updates, coverage review checklists, marketing and renewal presentations, completed on time as per company policy.Build marketing relationships with Mango designated underwriters, maintaining positive and proactive relationships with underwriting, always putting the client’s needs first.
Customer ServiceBe familiar with, and follow, company policies and procedures as established (Employee Handbook, Renewal Procedure, Claims Procedures, Collections and AR Procedures, etc.).Respond to and address all client inquiries and requests promptly.Collection of deposit premiums, premiums, and finance deposits and contracts on behalf of the brokerage.Collection of all outstanding underwriting requests from customers.Obtain and share underwriting information, as required.Maintain, update, and organize all data; electronic & paper filing systems utilized by the department/organizationProvide clear instructions to CSO (Client Service Officer) team for all transactions. · Request cancellation of all overdue/unpaid accounts. · Focus on client service including timely response to telephone, email, and fax/written enquiries by creating expectations and timelines for work completion with a proactive service approach.
Team SupportReport any problems on potential lost accounts before occurrence to the Director of Retention or PresidentReport all potential bad debts immediately to the Director of Retention or PresidentTake all steps to prevent Errors & Omissions, and report any potential E&O to the Director of Retention or PresidentEscalate concerns/ issues to President; keep Director of Retention or President abreast of department activitiesSupervise and check the processing of the Customer Service Representatives to ensure accuracy.Attend and participate in Team meetings, general staff meetings and company functions
Office SupportLead, attend & participate in weekly Team L10 meetings, general staff meetings, company functions, and attended Chamber of Commerce Events or other industry events;Utilize the SIA, PowerPoint, Excel, Word, All Insurance Portal programsAnd other related duties as assigned
Knowledge and ExperienceRIBO or AIC - Level 1 or 2 Licensed Insurance Agent3+ years of experience within an insurance environment or professional business environment.3+ of experience within a team environment in a customer service position.Ability to drive sales and growth
This job operates in a professional office environment. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Base salary: $60,000 annuallyPlus performance-based commission
