Insurance Broker - Fleet Experience

Position Summary

Writes new business, renews, and maintains existing clients for both Personal and SRE lines; while building and fostering strong relationships with underwriters, clients, and office staff.

Full Time

Main Office Location

Experience & Required Designations:

CAIB I, CAIB II,

Experience Required 4 to 5 Years

SRE Experience

Applied Epic knowledge an asset

Main Duties and Responsibilities:

• Proactively manage assigned clients
• Analyze client coverages, exposures, loss history to determine risk requirements
• Liaise, and transact with underwriters and insurance company representatives.
• Prepare and maintain up to date all needed documentation as part of insurance policy renewals, and new submissions
• Proactively place, negotiate, and track renewals/submissions into the insurance market, including mid-term changes and endorsements
• Ensure accurate processing and review of policy documentation: paper copies, digital downloads, emails, etc
• Maintains ongoing licensing requirements
• Provide exceptional and prompt service
• Maintain professional relationships with underwriters, co-workers and clients
• Other miscellaneous duties and special projects as required

Job Types: Full-time, Permanent

COVID-19 considerations:
We are observing and adhering to all COVID-19 Government Guidelines.