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What is the opportunity?
We are looking for an established insurance professional with a level 2 license and a background in commercial insurance to join our team as a Commercial Insurance Producer.
What you are responsible for:
- Maintain existing relationships with Commercial clients
- Use marketing and networking to establish working relationships with potential clients
- Process changes and complete service work for your existing client base
- Track call activity including calls dialed, contacts made, and appointments booked
Qualifications and Skills:
- General Insurance License Level 2 or higher
- 2 Years of commercial insurance account experience required
- Working towards the CIP or CAIB designation
- Skilled in communication (verbal and written)
- Strong interpersonal skills.
- Organizational and time management skills.
- Candidate must be comfortable in a technology dependent environment including proficiency with Microsoft Office
- The successful candidate shall be subject to a Criminal Record and Consumer History background check as a condition of employment
PERFORMANCE MEASURES:
Performance of Core Functions
- Level of customer satisfaction as measured through client feedback
- Ongoing focus on personal and professional development
- Achievement of individual goals and contribution to achievement of the agency goals
- Contribution to achievement of multi-line client targets
Impact on the Organization
- Contribution to profitable growth and positive retention in the agency as measured by key indicator
- Reports Impact on the organizations trust and reputation through accuracy and completeness of information reported and appropriate treatment of confidential information
Essential Skills
- Document use
- Numeracy
- Oral communication
- Problem solving
- Decision making
- Critical thinking
- Computer use
Credentials (certificates, licences, memberships, courses, etc.)
- Provincial/territorial licensure
- Canadian Accredited Insurance Broker Certification
Occupational Experience
- Insurance agent
Type of Insurance Experience
- Commercial
Specific Skills
- Use insurance software packages