WHAT YOU’LL DO
- You will engage with our high-net-worth clients to determine their needs, provide expert advice and ensure the best coverage for them;
- You will develop new business opportunities;
- You will manage all aspects of an existing book of personal lines clients, including reviewing, cross selling of products and remarketing;
- You will respond to all customer and company inquiries by providing effective and efficient customer service to verbal and written enquiries;
- You will manage and process renewals on a timely basis and maintain high levels of client retention.
- You have your Insurance License Level 2;
- You have at least 2 years of experience in a similar role;
- You are motivated in anything you undertake with excellent management skills and the ability to multi-task when required;
- You demonstrate the ability to maintain confidentiality and to exercise discretion, as you will be exposed to clients’ confidential information;
- If you have good knowledge of Epic software, we will take that as a plus;
- You have a strong work ethic, yet you know how to have fun!
- Competitive salary and benefits programs;
- Professional development training/courses;
- A great collaborative work environment;
- A newly renovated office space with gourmet kitchen;
- On-site gym and personal trainer that comes on a regular basis;
- Yoga/Meditation room;
- We are firm believers in the health and wellness of our staff and provide the on-site resources and services to encourage and support this.