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Our client has an opening for a: Group Retirement Specialist Responsibilities for Group Retirement block of business: This includes all aspects of managing this existing block of business.Meeting with clients to review their plans.Ensuring all plans remain CAP compliant.Ensuring company standards are being met with each plan.Quoting on new group retirement business.Over time gaining insight and knowledge into Employee Benefit plans. QualificationsPost-Secondary degree.CEBS and/or CFP would be....


We are currently seeking an enthusiastic Claims Representative to join our team of knowledgeable brokers. We foster a sense of team work, respect amongst staff members and expose employees to challenging insurance work. There are no ivory towers in this office: we all work towards creative solutions for our valued clients. Main duties include:Taking incoming claims by phone/email and report to insurers.Advocacy on behalf of our insureds if and when required.Liaise with the brokers working on....


The preferred candidate recently passed the Registered Insurance Brokers Ontario exam or have prior experience in general insurance and hold a RIBO license. Daily duties: · Receiving incoming calls to guide the clients in setting up new insurance packages · Send and receive insurance application packages · Ensure all documents are properly completed · Follow up with the clients for any missing documents. · Bind coverage once all documents are signed and received · Prepare automobile/property....


Account Manager, Commercial Lines - Job Description Referral Fee: $300.00 $48,000 to $60,000 depending on experience The Commercial Account Manager will provide professional advice and exceptional customer service to our Commercial Lines customers by servicing and maintaining an existing portfolio. They will follow processes and procedures, up sell and cross sell, conduct customer file reviews maximize client retention and achieve defined performance objectives resulting in continual growth of

- St. Catharines, ON

Personal Lines CSR $38,000 for newly licenced $50,000 very experienced Job Summary: The Customer Service Representative will provide professional advice and exceptional customer service to our Personal Lines customers by servicing and maintaining an existing portfolio while pursuing new business. They will follow processes and procedures, up sell and cross sell, conduct customer file reviews maximize client retention and achieve defined performance objectives resulting in continual growth of....


Account Representative Commercial Lines - small business unit.Service existing programs and respond to new business inquiriesAnalyze and define the risk exposure and coverage required under the direction of the Service Account ManagerProvide continuing service to existing clients, renewal of policy documents, advice on policy changesManage all information needed to take an application, prepare quotations, calculate premiums, bind coverage and prepare documentation for billingPrepare client....


This brokerage is a leading and truly independent Ontario insurance brokerage delivering expertise in a full range of products and services including Commercial Property and Liability, Personal Property and Liability, Automobile, Life, Health, Critical Illness and Travel. They have been providing innovative and comprehensive insurance and risk management solutions to Canadians since 1963. We are looking for a full time Personal Lines CSR to join our team. The ideal person for this role needs....

- Concord, ON

This brokerage is a leading and truly independent Ontario insurance brokerage delivering expertise in a full range of products and services including Commercial Property and Liability, Personal Property and Liability, Automobile, Life, Health, Critical Illness and Travel. They have been providing innovative and comprehensive insurance and risk management solutions to Canadians since 1963. We are looking for a full time Personal Lines CSR to join our team. The ideal person for this role needs....

- Richmond Hill, ON

I talked to the owner in depth about his operation and I got a good feeling. They are looking for a Personal Lines CSR to servcice their clients needs ASAP! Here is what I know This brokerage employs 25 - 30 employees (most long term) who are knowledgeable in both CL and PL. The office is in a good location providing free parking They pay 100% of your benefits. They use the Power Broker and Tam Systems It is primarily open concept They have dress down Fridays and the occasional lunch provided....


Our client is looking for a dynamic self-starter, committed to excellence in client service for the position of Client Service Broker in their Markham office. This role works closely with their Senior Account Executives and clients in Marine to provide a consultative, solution based approach that makes us the best choice for clients. KEY JOB RESPONSIBILITIES - Working in a team environment together with other members of the marine department - Handle day-to-day client file activity on behalf....

- Halton Region, ON

Opportunity in Halton Region. We have an independent insurance and financial services brokerage that develops long-term customer relationships seeking a Personal Lines CSR. They are committed to providing innovative, quality products and services through their team of experienced professionals. SKILLS AND ATTRIBUTES ¨ Outgoing personality ¨ Self motivator/starter & must be able to work independently ¨ Excellent written and verbal communication skills; ¨ Strong organizational skills ¨....

- Milton, ON

Opportunity in Milton. We have an independent insurance and financial services brokerage that develops long-term customer relationships seeking a Personal Lines CSR. They are committed to providing innovative, quality products and services through their team of experienced professionals. SKILLS AND ATTRIBUTES ¨ Outgoing personality ¨ Self motivator/starter & must be able to work independently ¨ Excellent written and verbal communication skills; ¨ Strong organizational skills ¨ Ability to....

- Toronto, ON

Be a part of this award winning Brokerage located near Toronto's financial district. Become their next Commercial Lines Account Manager and be responsible for servicing a mix of mid-market Commercial accounts. Job Summary: - Organization of client documentation and updating Client activity logs - Track and follow up on Policy Documents to ensure received in a timely manner. - Preparation of all client facing documentation including invoices, letters, policy documents, certificates of insurance

- Aurora, ON

The Staff Our longest serving CSR started with us when she was 17 (part time filing during summers), she is now 55 and still with us (38 years and counting), Other employees are 10+ or 20+ years with our brokerage. We are looking for a CSR and possibly even a TSR, but certainly CSR to start) Ideally, we would like someone relatively new to industry with perhaps 1-3 years’ experience so they can grow and continue their learning with our brokerage. There is plenty of parking (free as....


Customer Service Broker (Group Division) We require someone who is RIBO licenced with extensive experience in commercial lines & able to handle all aspects of a mid-sized book of business.Knowledge of Agency Manager, Excel, company websites, etc., are required.Some prior knowledge/ experience with Personal Lines would be helpful but not necessary.A diligent, responsible, self-starter is essential. familiar with company websites & able to make necessary policy changes on-linekeep....


Our client has an immediate opening for a Commercial Account Associate: Job Posting # JOS000001176 This position involves working with and assisting a dynamic team of Account Executives on a diverse commercial insurance book of business in both servicing and marketing existing accounts as well as new business accounts. The book of business consists mainly of Construction, Realty and Manufacturing and range from small to mid-size accounts. The successful candidate must be highly motivated and....

- North York, ON

RIBO - Personal Lines - Account Manager Opportunity: This salaried position is ideal for someone who enjoys fast paced environment and likes to be busy. This individual will work within a small team working directly with both Account Managers and Producers to assist them with our insureds. Suitable candidates should have an in depth insurance technical knowledge. Qualifications: - Currently holds RIBO license in good standing, industry accreditation an asset.3 years previous Personal Lines....

- Etobicoke, ON

Commercial Lines - Technical Assistant PRIMARY FUNCTION Responsible for all functions relating to the support, service and development of commercial insurance accounts working closely with Commercial Client Services. KEY RESPONSIBILITIESAssists VP Commercial Client Services in preparing applications and submissions for marketing both new and renewing accounts.Manages policy renewals, endorsements and general servicing on all new and renewal accounts including but not limited to:Control of....

- Toronto, ON

TSR - Taxi Division PRIMARY FUNCTION Supports the Taxi department in all administrative tasks for VP Insurance Administration and VP Sales. KEY TASKSPrepares new and renewal business which includes quote letters, client letters, policy documentation and invoicing.Process all certificates of insurance, liability slips, abstracts, auto plus monthly, vehicle schedules, driver schedules and monthly change schedules.Process changes i.e. vehicles/lessor/lessee/plate/driver changes as required by....


Type of accounts: $3.5 million small to mid-range business and commercial auto DUTIES Our client is looking to hire a Commercial Broker with underwriting experience to assist with the volume and retention of the current commercial book.Developing house account, completing applications and submitting to carriers for quotesProvide technical support to Associate Brokers by analyzing client needs and assessing risks, completing coverage forms and quotationsDetermine billing procedure for the type....

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