Job Description

Personal Insurance Broker

Position Overview

The Personal Insurance Broker account executive will be responsible for providing front-line sales and customer service, to customers in person, online and via the telephone to assess and fulfill their insurance needs.

About Paul Ayotte Insurance Brokers Ltd

Paul Ayotte Insurance Brokers Ltd is a family owned independent general insurance brokerage with 5 offices in Northern Ontario.

Job Responsibilities:

Analyze client specific risk exposure and make appropriate coverage recommendations. Take a proactive and solutions oriented- approach to customer risk management.
Quote and write new business for new and existing clients, while maintaining service levels for an existing book of business
Review renewals/endorsements for accuracy
Up sell/Cross Sell existing clients
Submit & Follow up on claims
Have overall responsibility for account management and retention of an assigned book of business that includes and is not limited to renewal reviews and prompt response to service requests.
Deliver superior customer service while adhering to high professional standards and workflows as set out by Paul Ayotte Insurance Brokers Ltd.
Keep up to date on company partner products, offerings, and market intelligence.
Collaborate with internal colleagues to work effectively for issue resolution or service enhancement opportunities that support and grow the existing personal insurance client portfolio.
Develop and maintain industry relationships.
Meet assigned production targets by increasing revenues with existing clients
Keep up to date with follow ups/activities
Perform various duties as assigned and support other members of the team

Qualifications:

RIBO licensed
Minimum 2 years of Personal Lines Insurance experience as a CSR Broker
Exposure to TAM/Epic is an asset
Strong skills in verbal and written communication, organization, time management and attention to detail

Job Type: Full-time

Schedule: