POSITION OVERVIEW:Paisley Partners is hiring a Personal Insurance Account Manager and will report to the Personal Lines Manager. The successful incumbent will be responsible for achieving business growth on an existing book of business and retaining an existing book of business. The incumbent will work out of the North York Paisley Partner location.
RESPONSIBILITIES :•Respond promptly to telephone, email and fax enquiries, ensuring a high level of service is maintained•Renewal review, recommendations, comparison quotes and remarket when needed•Total account sales awareness, cross sell and up sell as much as possible•Action all renewals, endorsements and claims•Process change requests on EPIC/company portals, when needed•Review all endorsements (and renewals, if necessary)•Issue in-house endorsements and new business on company portals, when needed•Release renewals after making appropriate changes, when needed•Scan and attach documents to EPIC•Quote cross sells and up sell as much as possible•Issue pink slips when needed in addition to completing miscellaneous duties as assigned•Prepare new business documents to be sent for signatures, etc.•Report order: MVR, Autoplus / DASH, HITS•Support other members of the team when needed
REQUIREMENTS:•Minimum 5 years insurance experience•EPIC brokerage system experience•R.I.B.O license required•Strong knowledge of insurance carriers•Superb interpersonal, communication, and effective problem-solving skills •Ability to be a self-starter with strong written and oral communication skills as well as organizational skills•Advanced skills in MS Outlook, Word and Excel
Navacord is actively committed to support diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply. We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs.
POSITION OVERVIEW:Paisley Partners is hiring a Personal Insurance Account Manager and will report to the Personal Lines Manager. The successful incumbent will be responsible for achieving business growth on an existing book of business and retaining an existing book of business. The incumbent will work out of the North York Paisley Partner location.
RESPONSIBILITIES :•Respond promptly to telephone, email and fax enquiries, ensuring a high level of service is maintained•Renewal review, recommendations, comparison quotes and remarket when needed•Total account sales awareness, cross sell and up sell as much as possible•Action all renewals, endorsements and claims•Process change requests on EPIC/company portals, when needed•Review all endorsements (and renewals, if necessary)•Issue in-house endorsements and new business on company portals, when needed•Release renewals after making appropriate changes, when needed•Scan and attach documents to EPIC•Quote cross sells and up sell as much as possible•Issue pink slips when needed in addition to completing miscellaneous duties as assigned•Prepare new business documents to be sent for signatures, etc.•Report order: MVR, Autoplus / DASH, HITS•Support other members of the team when needed
REQUIREMENTS:•Minimum 5 years insurance experience•EPIC brokerage system experience•R.I.B.O license required•Strong knowledge of insurance carriers•Superb interpersonal, communication, and effective problem-solving skills •Ability to be a self-starter with strong written and oral communication skills as well as organizational skills•Advanced skills in MS Outlook, Word and Excel
Navacord is actively committed to support diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply. We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs.
WE OFFER:Great learning and growth opportunitiesA competitive compensation packageFull Benefits PackageRRSP Matching ProgramProfessional Development Courses & Designations100% tuition re-imbursement for business relevant courses and trainingGreat learning and growth opportunitiesHybrid remote work flexibility
POSITION OVERVIEW:Paisley Partners is looking for talent in the Insurance Industry! We are currently accepting applications for an experienced broker. The successful candidate will be responsible for managing a book of business, servicing clients in a professional manner, and assisting the producer in obtaining, maintaining, and expanding business.
RESPONSIBILITIES:Initiate Account Planning with Producer 100 days in advance of the renewalIn collaboration with Producer, coordinate, support plans, discuss arising issues and create comprehensive plans for existing clientsManage a renewal book of business, ensuring accurate and timely servicing and billing of accountsWork closely with producer and other staff on all aspects of client service, marketing, and renewal, adhering to Paisley Partners best practices and standard proceduresCoordinate, support plans, discuss arising issues, and create comprehensive plans for existing clientsDevelop new business from existing accounts and assigned leads, contributing to meeting departmental production goals.Maintain up-to-date EPIC workflow documentation and ensures workflows are followedParticipate actively in cross-sell campaigns and other initiatives as requiredActively develop an increased knowledge of related insurance products and client needsMay participate in or conduct client meetings when necessaryParticipate in training and professional development courses to enhance skills and industry knowledgeMaintain positive working relationships with clients, staff, other departments and officesClient development / relationship management experienceSolid understanding of policy wordings / coveragesStrong attention to detail, time management, problem solving, and analytical skills
REQUIREMENTS:Minimum 10+ years of commercial insurance experienceUniversity / College degree desiredR.I.B.O license requiredC.I.P. and/or C.A.I.B. designation, or at a minimum, working towards the designation(s)Superb interpersonal skills, communication, and effective problem-solving skillsAbility to be a self-starter with strong written and oral communication skills as well as organizational skillsAdvanced Skills in Outlook, Excel, Word and EPIC
Navacord is actively committed to support diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply. We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs.
WE OFFER:Great learning and growth opportunitiesA competitive compensation packageFull Benefits PackageRRSP Matching ProgramProfessional Development Courses & Designations100% tuition re-imbursement for business relevant courses and trainingGreat learning and growth opportunitiesHybrid remote work flexibility
POSITION OVERVIEW:Paisley Partners is looking for talent in the Insurance Industry! We are currently accepting applications for an experienced broker. The successful candidate will be responsible for managing a book of business, servicing clients in a professional manner, and assisting the producer in obtaining, maintaining, and expanding business.
RESPONSIBILITIES:Initiate Account Planning with Producer 100 days in advance of the renewalIn collaboration with Producer, coordinate, support plans, discuss arising issues and create comprehensive plans for existing clientsManage a renewal book of business, ensuring accurate and timely servicing and billing of accountsWork closely with producer and other staff on all aspects of client service, marketing, and renewal, adhering to Paisley Partners best practices and standard proceduresCoordinate, support plans, discuss arising issues, and create comprehensive plans for existing clientsDevelop new business from existing accounts and assigned leads, contributing to meeting departmental production goals.Maintain up-to-date EPIC workflow documentation and ensures workflows are followedParticipate actively in cross-sell campaigns and other initiatives as requiredActively develop an increased knowledge of related insurance products and client needsMay participate in or conduct client meetings when necessaryParticipate in training and professional development courses to enhance skills and industry knowledgeMaintain positive working relationships with clients, staff, other departments and officesClient development / relationship management experienceSolid understanding of policy wordings / coveragesStrong attention to detail, time management, problem solving, and analytical skills
REQUIREMENTS:Minimum 10+ years of commercial insurance experienceUniversity / College degree desiredR.I.B.O license requiredC.I.P. and/or C.A.I.B. designation, or at a minimum, working towards the designation(s)Superb interpersonal skills, communication, and effective problem-solving skillsAbility to be a self-starter with strong written and oral communication skills as well as organizational skillsAdvanced Skills in Outlook, Excel, Word and EPIC
Navacord is actively committed to support diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply. We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs.
