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Job Title: Account Representative - CSR
Date Posted:
01/11/18 Ref. Number: 842
Type:
Full Time Part Time
Location: Stouffville, ON
Requirements:       RIBO License required. Effective verbal and written communications skills. Ability to work well under pressure with minimum supervision. Commitment to positive team dynamic. Excellent time management and organization skills. High attention to detail and accuracy. Ability to multi-task and respond to time sensitive deadlines.
Description: Interact with all co-workers and managers with respect and courtesy. Primary contact with clients for service related issues. Develop and maintain positive client relationship. Handle client inquires for all routine calls related to their policy including endorsements, renewals, claims, payments, quotes, etc. Manage client services to ensure quarterly retention targets are met. Act as back-up when other Representatives are unavailable. Follow-up on suspenses for all outstanding documentation required to complete the client file. Invoice and review downloaded transactions for all policies. Review Renewals for accuracy and remarketing. Look for opportunities to up-sell related and relevant coverages. Review lapse notices and send confirmation of lapse to the client. Offer alternative coverage and pricing options for renewals and rewrites. Provide quotes for coverage to existing clients. Provide quote for New Business or forward to Account Executive for quoting.
Hours per week: Monday - Friday ( 40 )
Rate of Pay: TBD
Contact: Brian MacKenzie
Telephone:
905-948-9996 Fax: 905-948-9920
Email: bmackenzie@jobskills.org


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Job Developers Team
Job Skills