Key Accountabilities:
- Manage all aspects of the placement and service of Personal Lines in an automated and electronic work environment.
- Develop a relationship of trust and retain customers
- Identify and assess the risk and needs of clients and prospects; counsel and recommend clients on risk management and products with the highest level of integrity and expertise
- Perform all phases of new business, renewal and remarket processing including preparation of applications, negotiation with underwriters, obtaining quotes, creating proposals, monitoring status, and follow up to delivery of policy documents to client
- Proactive Renewal Reviews, processing policy renewals and modifications as requested by the client
- Identifies and processes coverage enhancements and cross- sales opportunities
- Resolve broker and customer problems independently and efficiently. Take ownership of complex or escalated client issues. Ensure all exceptions and client issues are documented and resolved in a timely and professional manner
- Ensure compliance with all WTW procedures and regulatory procedures;
Requirements/Experience:
- 5 years’ experience in Personal Insurance (experience serving VIP clients is an asset)
- High school diploma or equivalent required, bachelor’s degree preferred
- RIBO License
- You get the importance of an exceptional customer experience and provide high-quality service, advice and support that will create additional business opportunities
- You have a method to identify customers’ priorities and needs and provide risk advice that is relevant
- You are familiar with several insurers’ rules and systems. If you are familiar with Chubb, Intact Prestige and Aviva Ovation products, that’s a big plus!
- You have solid computer skills (Microsoft Office Suite). An asset: Applied EPIC
- Strong verbal and written communication skills
- Presentation, organizational and critical thinking skills
You’re our ideal enthusiast if:
- You take initiative, build rapport, and are diplomatic
- You have excellent listening and communication skills.
- You listen and proactively look for ways to deliver outstanding service to solidify lasting relationships and generate referrals;
- You have critical thinking skills and pay close attention to detail;
- You are accountable and reliable in the execution and quality of your work;
- You are flexible and adaptable. You have good problem-solving skills;
- You like to collaborate and work as part of a team.
Advantages of working at WTW:
- Competitive group insurance program (dental, glasses, etc.);
- Continuing education and development program; members of Private Risk Management Association
- An accessible team of hands-on managers;
- Health and wellness program;
- Pension plan;
- A modern and dynamic working environment;
- A wide range of pre-eminent insurers;
- Resources of a global broking and consulting company with offices worldwide
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
