July 11, 2019

Commercial Lines Customer Service Representative – Contract – Partners Indemnity

Partners Indemnity Insurance Brokers Ltd, a Navacord Company, is accepting applications for experienced Commercial Insurance Brokers who are knowledgeable expert advisors in commercial lines insurance. The successful candidate will be responsible for managing a book of business in our commercial programs division, servicing clients in a courteous and professional manner, and assisting the producer in obtaining, maintaining, and expanding business. This opportunity is a 14 month contract role in our business.

Responsibilities:
• Responsible for managing a renewal book of business
• Works closely with Producers and other staff on all aspects of client service, marketing, and renewal while adhering to best practices and standard procedures
• Initiate Account Planning with Producer 100 days in advance of the renewal
• Maintain a retention rate of 95% or higher on your Book of Business
• Set clear expectation for client and business partners by providing same day response time
• In collaboration with Producers; coordinate, support plans, discuss arising issues and create comprehensive plans for existing clients
• Develops new business from existing accounts and assigned leads, and contributes to meeting departmental production goals. Identifies and follows-up on cross-selling opportunities when appropriate
• Responsible for the preparation of proposals for prospect and stewardship reviews for existing clients
• Manage account documentation (i.e., routine inquires, quotes, binders, statement of values, insurance contracts, endorsements, cancellations, etc.)
• Review client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirements
• Maintain up-to-date EPIC workflow documentation and ensures workflows are followed
• Ensure accurate and timely servicing and billing of accounts
• 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
• Other duties as assigned

Requirements:
• Minimum 2 years of commercial insurance experience required
• University degree preferred
• R.I.B.O license required
• Working towards C.I.P. or C.A.I.B. designation
• Superb interpersonal skills and attention to detail
• 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

How to Apply:

If you are interested or know anyone that is interested in the above role please send your resume and cover letter to careers@navacord.com.

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.