WE OFFER:
- Great learning and growth opportunities
- A competitive compensation package
- Full Benefits Package
- RRSP Matching Program
- Professional Development Courses & Designations
- 100% tuition re-imbursement for business relevant courses and training
- Great learning and growth opportunities
- Hybrid 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 renewal
- In collaboration with Producer, coordinate, support plans, discuss arising issues and create comprehensive plans for existing clients
- Manage a renewal book of business, ensuring accurate and timely servicing and billing of accounts
- Work closely with producer and other staff on all aspects of client service, marketing, and renewal, adhering to Paisley Partners best practices and standard procedures
- Coordinate, support plans, discuss arising issues, and create comprehensive plans for existing clients
- Develop 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 followed
- Participate actively in cross-sell campaigns and other initiatives as required
- Actively develop an increased knowledge of related insurance products and client needs
- May participate in or conduct client meetings when necessary
- Participate in training and professional development courses to enhance skills and industry knowledge
- Maintain positive working relationships with clients, staff, other departments and offices
- Client development / relationship management experience
- Solid understanding of policy wordings / coverages
- Strong attention to detail, time management, problem solving, and analytical skills
REQUIREMENTS:
- Minimum 10+ years of commercial insurance experience
- University / College degree desired
- R.I.B.O license required
- C.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 skills
- Ability to be a self-starter with strong written and oral communication skills as well as organizational skills
- Advanced 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.
