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Insurance Broker - Account Manager/Customer Service Rep 2 exp

51 King St Unit 4, Barrie, ON L4N 6B5(View Map)
  • Company
    Benson Kearley IFG Barrie Insurance Brokers
  • Job Type


BKIFG Barrie is looking for an Account Manager that has it all…

You are….

RIBO licensed with a minimum of 2 years customer service experience

Customer obsessed, developing and maintaining strong relationships with your clients and our insurance partners.

Energetic, positive, enthusiastic and a team player

Successful at understanding the customer, their lifestyle and clearly communicating solutions to areas of risk.

Consistent with your service and pay close attention to the details that decrease the possibility of E&O.

Independent and self motivated to persevere and prioritize competing requests and requirements

A friendly and fun loving part of our brokerage team, striving to work in synergy with all internal departments and external insurers.

Familiar with insurance brokerage customer service management data base – Agency Manager

Your day to day will include

Retaining clients through strong relationship management skills by setting and exceeding expectations.

Provide exceptional customer service by responding promptly with a solutions focused mindset to claim inquiries providing claims counselling when appropriate and reports to the insurance company by following the internal claim procedure.

Maintain detailed knowledge of new and existing products and current market conditions to educate and introduce new products by reading company emails, attending in house company meetings, webinars and internal department meetings.

Encourage clients to use added value services – i.e. commercial and financial services

Provide client change information to the insurer and adhere to the company’s binding period.

Clearly communicate with all stakeholders in order to ensure clarity, provide optimum customer satisfaction, internal team cohesiveness and decrease risk of E&O.

Review renewals with clients, verify updates and discounts are applied, correct coverage is in place and premium is satisfactory or remarket to an alternate carrier.

Update TAM data base per internal SOP and collect up-to date contact information on clients by confirming client detail information on database.

Comfortable with Personal lines insurance and small/medium sized commercial accounts

Can quickly issue Certificates of insurance

Cross-selling additional insurance products to ensure our clients have the best protection possible!!

Lots of high-fives

Why Commute to the City when you can stay in Beautiful Barrie? We are located at 51 King street, unit 4 ( just west of THE 400 and Mapleview).

We embrace technology and you will be utilizing video quotes, text messaging and lots of other fun stuff to make sure our clients love doing business with us.

This role will work hand in hand with the Managing partner @ BKIFG Barrie, supporting his clients and assisting with growing the book of business. If you’d like to love coming to work, have a positive attitude and don’t mind dogs, apply now and let’s chat!

51 King St Unit 4, Barrie, ON L4N 6B5, Canada
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