Job Summary: 

• Utilising existing broking experience and technical knowledge
• Providing high levels of service and insurance advice to clients and prospects
• Build and take responsibility for a portfolio
• Manage client/insurer relationships, renewals, claims and other business needs across the whole spectrum of broker responsibilities
• Prepare reports, manuals, renewal letters, invoicing and policy documentation
• Maintain market and industry knowledge
• Develop New Business and Retention of existing business
• Contacting Warm Leads to develop potential new relationships
• Meeting with and networking with new and existing clients
• Undertaking professional development activities
• Maintain current knowledge and adhere to company policies

Skills on Resume: 

• Utilizing Knowledge (Hard Skills)
• Client Service (Soft Skills)
• Portfolio Management (Hard Skills)
• Relationship Building (Soft Skills)
• Document Preparation (Hard Skills)
• Industry Awareness (Hard Skills)
• Business Development (Soft Skills)
• Networking (Soft Skills)

Job Summary: 

• Establishes and cultivates dependable relationships with independent insurance agencies to drive business opportunities
• Successfully negotiate the best terms and coverages to achieve market placements of new and renewal business
• Recognizes business opportunities through relationship management, market awareness, and technical skill
• Meets and sustains targeted revenue goals
• Coordinates with and motivates team members to accomplish goals and objectives
• Enhances company culture and represents the firm with clients, team members, and business partners
• Negotiate renewals and quotations for a variety of clients and policies
• Process new business, renewals and endorsements
• Prepare client reviews, processing and day-to-day admin 
• Oversee policy and endorsement issuance by the support staff, provide timely feedback and training 
• Develop and maintain strong retailer relationships through professional communication, industry events, and marketing office visits regularly

Skills on Resume: 

• Relationship Management (Soft Skills)
• Negotiation (Soft Skills)
• Market Awareness (Hard Skills)
• Revenue Targeting (Hard Skills)
• Team Coordination (Soft Skills)
• Policy Processing (Hard Skills)
• Client Communication (Soft Skills)
• Retailer Networking (Soft Skills)

Job Summary: 

• Selling different types of insurance policies available such as automobile, fire, health, life, property, marine, aircraft and other types of insurance to new and existing clients
• Establish client insurance coverage, calculate premiums and establish a method of payment
• Provide information concerning group and individual insurance packages, the range of risk coverage, benefits paid and other policy features
• Ensure appropriate forms, medical examinations and other policy requirements are completed
• Contacting Insurance Adjusters and medical examiners
• Follow the market trends and continuously update knowledge on products and services
• Monitor insurance claims and respond to clients' enquiries
• Helping clients identify their individual insurance needs and making recommendations
• Working in a dynamic team environment where cooperation is crucial to success
• Taking calls and in-office visits from clients and prospective clients
• Building and maintaining relationships with old and new clients alike
• Keeping on top of insurance product developments
• Helping clients through the insurance claims process

Skills on Resume: 

• Product Knowledge (Hard Skills)
• Needs Assessment (Soft Skills)
• Claims Assistance (Hard Skills)
• Client Interaction (Soft Skills)
• Documentation Handling (Hard Skills)
• Team Collaboration (Soft Skills)
• Relationship Building (Soft Skills)
• Market Monitoring (Hard Skills)

Job Summary: 

• Develop new business through various prospecting methods, including telemarketing, networking, and community involvement
• Accurately set up prospects in the agency management system
• Gather all applicable information to market the business’s insurance
• Complete all applicable applications and put together a timely submission that can be submitted to insurance companies or access the insurance company’s online portal to rate the account
• Communicate and coordinate with underwriters
• Receive quotes and format them professionally for presentation to the prospect
• Review and discuss the proposal with the prospect and close the deal
• Send an official bind request to the applicable insurance company that was sold
• Turn the account over to the assigned Account Manager for further processing and review
• Maintain customer relationships for retention
• Coordinate with Account Managers on renewals and marketing instructions

Skills on Resume: 

• Prospecting (Soft Skills)
• System Setup (Hard Skills)
• Data Gathering (Hard Skills)
• Submission Preparation (Hard Skills)
• Underwriter Coordination (Soft Skills)
• Quote Presentation (Hard Skills)
• Closing Deals (Soft Skills)
• Client Retention (Soft Skills)

Job Summary: 

• Analyze, understand and identify the risks/needs of current and prospective clients
• Offer the appropriate products based on clients' needs
• Provide a timely and professional customer service to the clients
• Negotiate renewals and process modifications of insured’s contracts 
• Explain coverages in a simplified way
• Create and maintain client or prospect lists using CRM
• Creates insurance proposals and makes sales presentations to prospective and existing clients on new and renewal business
• Engage and educate prospective clients and help assess their needs promptly
• Develop a rapport based upon trust and integrity while achieving sales goals
• Make customized product recommendations based on the assessment
• Act as a broker for top insurance

Skills on Resume: 

• Risk Assessment (Hard Skills)
• Needs Analysis (Soft Skills)
• Customer Service (Soft Skills)
• Contract Negotiation (Hard Skills)
• Coverage Explanation (Soft Skills)
• CRM Management (Hard Skills)
• Sales Presentation (Soft Skills)
• Product Recommendation (Hard Skills)

Job Summary: 

• Developing marketing initiatives to attract new clients
• Meeting with prospective clients to discuss their insurance requirements
• Investigating all of the client's policy options
• Negotiating with underwriters to obtain the best policy at the lowest possible cost
• Providing the client with policy details and signing the policy agreement
• Collecting premiums and processing client accounts
• Providing risk management initiative advice to clients
• Advising clients on when and how to file a claim under their insurance policy
• Preparing reports for underwriters and updating existing policies
• Responsible for client management and business retention
• Understanding the businesses of clients and proposing suitable insurance solutions
• Assisting clients in procuring cost-effective insurance programmes
• Developing good and trusting relationships with clients and insurers
• Collaborating with other divisions and identifying cross-selling opportunities
• Promoting good team spirit and co-operation within the division and offices overseas

Skills on Resume: 

• Marketing Initiatives (Hard Skills)
• Client Consultation (Soft Skills)
• Policy Analysis (Hard Skills)
• Underwriter Negotiation (Soft Skills)
• Risk Advising (Hard Skills)
• Claims Guidance (Soft Skills)
• Cross-Selling (Soft Skills)
• Team Collaboration (Soft Skills)

Job Summary: 

• Present and sell insurance policies to new and existing clients
• Develop suitable plans based on clients' needs
• Resolve client inquiries and provide customer service
• Expand business reach through networking techniques
• Comply with insurance ethics, standards and regulations
• Track and identify areas of improvement
• Provide quality customer services /assist in policy issuing/document filing
• Handle general accounting routine
• Prepare MRC Slips and endorsements
• Placing of firm orders and endorsements via PPL
• Processing premiums via Impact/XIS
• Assisting in Policy Production

Skills on Resume: 

• Policy Sales (Soft Skills)
• Needs Planning (Hard Skills)
• Customer Service (Soft Skills)
• Networking Skills (Soft Skills)
• Regulatory Compliance (Hard Skills)
• Document Handling (Hard Skills)
• Premium Processing (Hard Skills)
• Accounting Support (Hard Skills)

Job Summary: 

• Achieve net profit growth for the Insurance Business Market
• Achieve the required Cost to Income for the Insurance Branch
• Develop a service culture that builds rewarding relationships, proposes innovations and allows others to provide exceptional client service
• Build and maintain strategic relationships with internal and external parties to support the sales and retention strategy
• Manage the growth of the active Customer Insurance Account Base to increase the client base
• Maximise Business Portfolio cross-sell opportunities and strengthen client relationships
• Track, control and influence sales activities with the specific aim to achieve previously determined sales team targets
• Develop and implement a comprehensive sales and service plan to deliver on customer needs/ expectations and targets
• Monitor changes in legislation, regulations, initiatives and relevant industry practices
• Ensure drafting and implementation of appropriate interventions

Skills on Resume: 

• Profit Growth (Hard Skills)
• Cost Management (Hard Skills)
• Service Culture (Soft Skills)
• Strategic Relationships (Soft Skills)
• Client Acquisition (Hard Skills)
• Cross-Selling (Soft Skills)
• Sales Tracking (Hard Skills)
• Regulatory Monitoring (Hard Skills)

Job Summary: 

• Ensure compliance with audit requirements
• Develop materials and documentation including minimum standards, templates, guidelines, FAQ, and processes for the branch
• Track, control and influence Sales and Operational activities with the specific aim to increase Sales and Operational efficiencies of the Insurance Team
• Develop a deep understanding of the technical trends, market, competition and trends in the market
• Research and identify new entrants in the relevant industries (mobile, payments, finance, etc.)
• Assess opportunities and threats from these entrants
• Improve business decisions by providing accurate and reliable business intelligence (information), together with analyzing trends and data
• Manage own development to increase own competencies
• Plan and manage performance, skills development, employment equity, talent and culture of the team to improve innovation, achieve efficiencies and increase competencies
• Ensure appropriate skilling and adequate capacity of frontline team members for adherence to service standards

Skills on Resume: 

• Audit Compliance (Hard Skills)
• Process Development (Hard Skills)
• Operational Efficiency (Hard Skills)
• Market Research (Hard Skills)
• Competitor Analysis (Hard Skills)
• Business Intelligence (Hard Skills)
• Team Development (Soft Skills)
• Performance Management (Soft Skills)

Job Summary: 

• Servicing and existing book of corporate clients
• Responsible for individual and team new business targets
• Assisting with the rapid resolution of complex property damage and BI claims
• Structuring insurance solutions to optimise cover over spend
• Engaging with local and international markets to place coverage 
• Acquire new clients and win accounts against competitors
• Assist prospective clients with filling out forms, communicating with the company, finding the best plans and strategies, and negotiating the final deals
• Understand the provisions of each policy and communicate this information to the customer
• Share client information with insurance carriers to determine which products are best to recommend
• Act as a liaison between insurers and clients
• Building and maintaining business relationships with clients
• Preparing reports for insurance underwriters
• Research insurance trends, policies and products

Skills on Resume: 

• Client Servicing (Soft Skills)
• New Business (Hard Skills)
• Claims Resolution (Hard Skills)
• Coverage Structuring (Hard Skills)
• Market Placement (Hard Skills)
• Deal Negotiation (Soft Skills)
• Policy Explanation (Soft Skills)
• Underwriting Reports (Hard Skills)

Job Summary: 

• Sell and service General Insurance products
• Build a healthy book of business and maintain high levels of client retention
• Develop and implement a business plan for generating new sales (including strategies for lead generation such as active prospecting, networking, cross-selling, etc.)
• Engage with clients to determine their needs and provide expert advice to ensure the best coverage for them
• Build and maintain strong client relationships through excellent customer service and proactive and effective communication
• Manage and process business (including risk assessment, quoting/marketing, reviewing coverage, processing policy changes/endorsements, handling renewals, etc.) on a timely basis
• Handle customers' and insurers' inquiries in a professional and timely manner
• Support clients in the claims process, etc.
• Maintain and manage a book of business and strong client relationships through proactive contact via phone, letter, and email
• Develop new business opportunities by securing expiry dates and cross-selling
• Manage and process renewals on a timely basis and maintain high levels of client retention
• Support clients in the claims process

Skills on Resume: 

• Insurance Sales (Hard Skills)
• Client Retention (Soft Skills)
• Business Planning (Hard Skills)
• Needs Assessment (Soft Skills)
• Customer Communication (Soft Skills)
• Risk Processing (Hard Skills)
• Claims Support (Soft Skills)
• Cross-Selling (Hard Skills)

Job Summary: 

• Dealing with either inbound or outbound customer calls, understanding the customer’s needs, and providing insurance solutions that are best suited to their requirements
• Ensuring calls are answered in a timely, professional manner, and that exceptional customer experience is always delivered, and that business standards are adhered to at all times
• Processing correspondence, renewal activity, and new business quotations
• Ensuring that all workflow activity is completed in accordance with approved business processes
• Complying with all approved procedures, customer service standards and external regulatory bodies
• Achieving and maintaining the competencies for the role
• Ensuring that any customer complaints are identified and handled strictly within the company's complaints procedure
• Review existing company policies, make recommendations for improvements and implement new policies for the branch
• Make sure staff are following ethical and legal compliance regulations when handling insurance investigation claims
• Recruit, train, develop, and supervise insurance agents with high potential and turn them into top performers to gain new customers and drive sales
• Ensure the branch is meeting sales targets by overseeing the office’s financial performance
• Handle risk management and liability regarding payments of future benefits and maximize profit for the branch by analyzing actuarial data and strategically setting premiums

Skills on Resume: 

• Call Handling (Soft Skills)
• Customer Solutions (Soft Skills)
• Policy Processing (Hard Skills)
• Regulatory Compliance (Hard Skills)
• Complaint Management (Soft Skills)
• Staff Supervision (Soft Skills)
• Sales Oversight (Hard Skills)
• Risk Analysis (Hard Skills)

Job Summary: 

• Maintains effective and positive relationships with clients
• Serves independently in a client-facing capacity on matters of importance and complexity
• Act as the Broker for assigned Construction accounts and associated projects
• Captures and analyzes data on exposures, loss history and standard and unique coverage needs for submissions within the Brokerage Unit
• Performs submission assembly/creation 
• Facilitates the timely and accurate flow of information between clients, AE and Broker account team members
• Drafts quote comparisons and follows up for binders, policies and endorsements
• Receives and runs routine and complex coverage inquiries and endorsement requests
• Understands and works in alignment with the Aon Leadership Model
• Addresses and resolves problems
• Provide guidance and mentoring to less senior team members
• Delegates work to support staff and groups 

Skills on Resume: 

• Client Relations (Soft Skills)
• Construction Broking (Hard Skills)
• Data Analysis (Hard Skills)
• Submission Assembly (Hard Skills)
• Information Flow (Soft Skills)
• Coverage Inquiries (Hard Skills)
• Team Mentoring (Soft Skills)
• Problem Solving (Soft Skills)

Job Summary: 

• Maintaining the existing portfolio of commercial clients on policy changes, endorsements and alterations
• Build strong relationships with the client portfolios and help retain their business
• Analyse client requirements at renewal and provide the best cover solution
• Negotiate rates and terms with underwriters and build a relationship to meet client needs
• Conduct various administrative functions, including data entry, preparing mail, verbal / written correspondence to clients, brokers and other business contacts
• Maintain current knowledge of insurance products and clients’ accounts by reviewing individual insurance policies and daily online activity and applicable reports
• Maintain clients’ files (using Outlook and Dynamics 365) using excellent typing skills
• Call on clients who are requesting information
• Zoom and telephone appointments 
• Determine which program best fits their needs and budget
• Complete enrollment through E-application
• Ask for referrals and help with other needs for the client

Skills on Resume: 

• Policy Servicing (Hard Skills)
• Client Retention (Soft Skills)
• Renewal Analysis (Hard Skills)
• Rate Negotiation (Soft Skills)
• Administrative Support (Hard Skills)
• Account Monitoring (Hard Skills)
• Virtual Communication (Soft Skills)
• Program Matching (Soft Skills)

Job Summary: 

• Receive inbound calls from potential clients for home and auto insurance
• Make calls to clients who have requested an insurance quote
• Listen attentively and understand clients’ home and auto insurance needs
• Provide world-class service in addressing those needs and offering options
• Prepare quotes and offer pricing from Canada’s largest insurance companies
• Keep up to date on insurance trends and legislative changes
• Maintain relationships with Underwriters and insurance partners
• Prepare policies and assist in processing new applications
• Ensure a consistently high level of client service
• Assist with new and existing customer enquiries
• Assist with insurance claims
• Respond to queries raised by clients, insurers and other interested parties
• Keep informed of industry developments

Skills on Resume: 

• Inbound Calling (Soft Skills)
• Quote Preparation (Hard Skills)
• Needs Assessment (Soft Skills)
• Client Service (Soft Skills)
• Policy Processing (Hard Skills)
• Claims Assistance (Hard Skills)
• Industry Knowledge (Hard Skills)
• Partner Relations (Soft Skills)

Job Summary: 

• Advise clients on insurance schemes in relation to protection/insurance products
• Working alongside a team of underwriters to find the best insurance policy for clients and businesses
• Working with a panel of over seven insurance companies
• Keep up to date by analysing trends in the life and health insurance market
• Keep up with monthly CPD in line with FCA requirements
• Process new applications, market renewals and certificate management
• Explain and review all aspects of the insurance process to clients
• Manage the entire claim process
• Troubleshooting customer service challenges
• Providing insights and sound advice to clients
• Leverage opportunities to foster strong client and market relations

Skills on Resume: 

• Insurance Advising (Soft Skills)
• Underwriter Liaison (Soft Skills)
• Market Analysis (Hard Skills)
• Regulatory Compliance (Hard Skills)
• Application Processing (Hard Skills)
• Claims Management (Hard Skills)
• Client Communication (Soft Skills)
• Relationship Building (Soft Skills)

Job Summary: 

• Building and maintaining ongoing relationships with Allstate Agents and clients
• Gathering information from clients, assesses their insurance needs and risk profile
• Advising clients on risk management
• Submitting applications to insurance companies for quotation or underwriting
• Arranging insurance coverage for clients
• Referring complex risks to the Senior Broker/ Director
• Remaining alert for opportunities to up-sell/cross-sell coverage, Client Services
• Primary contact with clients for service issues and general concerns
• Responding to client-initiated reports concerning loss or damage by referring claims to the centralized claims area
• Following up on the status of claims on the client's request
• Reviewing renewal list and contacting clients to identify renewal options and changes in coverage, evaluates conditions for renewal, determines eligibility and consults with the Senior Broker/ Director on more complex risks
• Notifying the insurer of non-renewal, and suggesting alternative coverage
• Processing all documentation to renew or revise policies

Skills on Resume: 

• Client Relations (Soft Skills)
• Risk Assessment (Hard Skills)
• Coverage Advising (Soft Skills)
• Policy Arrangement (Hard Skills)
• Claims Follow-Up (Soft Skills)
• Renewal Processing (Hard Skills)
• Cross-Selling (Soft Skills)
• Documentation Handling (Hard Skills)

Job Summary: 

• Educate clients on their insurance options on the individual market
• Describing plan cost-sharing elements and tax implications
• Identifying network and non-network providers
• Providing information on premium payment methods
• Provide advice on plan designs that will fit the needs of an Individual or Family
• Properly enroll individuals in insurance products in compliance with any governing laws
• Answer inbound calls and screen callers for eligibility
• Maintain accurate client information in the Exchange CRM system
• Quote personal lines new business opportunities via inbound calls, email inquiries and referrals
• Provide prompt and efficient customer service to the book of business during the first term of the policy
• Active in front-line underwriting to ensure risk meets internal and insurance company guidelines
• Cross-selling and upselling policies
• Ensure proper coverage is provided based on the client’s needs
• Detailed documentation in broker management and insurance company portals

Skills on Resume: 

• Insurance Education (Soft Skills)
• Plan Advising (Hard Skills)
• Client Enrollment (Hard Skills)
• Eligibility Screening (Soft Skills)
• CRM Management (Hard Skills)
• Underwriting Review (Hard Skills)
• Cross-Selling (Soft Skills)
• Policy Quoting (Hard Skills)

Job Summary: 

• Work to brand and maximize Med Bar’s reputation as the premier broker channel-based sales organization in the mobile industry
• Educate, engage, and generate sales opportunities from benefit brokers
• Develop and cultivate a strong business network with health insurance brokers, agencies, and centers of influence within the assigned territory
• Sell and market MedBar’s services to businesses through methods such as networking, cold calling, etc, to spot opportunities and cultivate trust with potential customers
• Gauge the condition of business or individual customers and discover plans according to their requirements
• Submit regular reviews of progress to interested parties
• Retain and renew bookkeeping systems, database and records
• Prospects for new business through seminars, networking, marketing, and lead databases
• Set appointments and meet with potential clients to help identify and meet clients’ needs
• Offer expert insurance policy recommendations based on the client’s needs
• Prepare and develop illustrations and case designs to close sales
• Provide excellent ongoing service and support to existing clients

Skills on Resume: 

• Broker Networking (Soft Skills)
• Territory Development (Hard Skills)
• Sales Prospecting (Soft Skills)
• Client Assessment (Hard Skills)
• Policy Recommendation (Hard Skills)
• Case Design (Hard Skills)
• CRM Maintenance (Hard Skills)
• Client Servicing (Soft Skills)

Job Summary: 

• Assist in the growth and development of new insurance clients
• Provide exceptional customer service to potential new clients
• Build and maintain strong relationships with clients and insurers whilst keeping abreast of changing markets
• Arrange and attend meetings with clients and alliances
• Take incoming enquiries and follow up on website leads
• Handling all process duties, including renewals, endorsements, certificates of currencies, invoicing, etc.
• Work within the industry compliance framework
• Contact leads telephonically to sell insurance products
• Ensure new business targets are met
• Ensure that all stakeholder (e.g., clients, insurers) communication is accurate, timeous, professional and relevant
• Build and maintain mutually beneficial relationships with internal and external stakeholders
• Ensure and contribute to achieving own and the company's required client satisfaction targets

Skills on Resume: 

• Client Acquisition (Hard Skills)
• Customer Service (Soft Skills)
• Market Awareness (Hard Skills)
• Lead Follow-Up (Soft Skills)
• Process Handling (Hard Skills)
• Compliance Knowledge (Hard Skills)
• Telephonic Sales (Soft Skills)
• Stakeholder Communication (Soft Skills)

Job Summary: 

• Providing professional and knowledgeable service to clients
• Analyzing, counselling, and recommending coverages with the highest level of integrity
• Using highly developed relationship-building skills to focus on customer relations
• Conveying complex, detailed information in a clear and concise manner
• Conducting thorough annual client renewal reviews of all policies 30-45 days in advance of renewal
• Preparing and presenting annual summaries of insurance to assigned clients
• Contributing to premium growth targets by up-selling and cross-selling new coverages and product lines
• Negotiating policy terms with insurers
• Presenting submissions and policy requests in a professional and timely manner
• Assist in preparing new business quotations
• Guiding clients through claims and loss mitigation measures
• Maintaining all files in accordance with best practices
• Processing endorsements and renewals promptly

Skills on Resume: 

• Coverage Analysis (Hard Skills)
• Client Advising (Soft Skills)
• Relationship Building (Soft Skills)
• Information Delivery (Soft Skills)
• Renewal Review (Hard Skills)
• Cross-Selling (Soft Skills)
• Policy Negotiation (Hard Skills)
• Claims Guidance (Hard Skills)

Job Summary: 

• Respond promptly to telephone, email and fax enquiries, ensuring a high level of service is maintained
• Renewal review, recommendations, comparison quotes and remarket 
• Total account sales awareness, cross-sell, and upsell 
• Process change requests on company portals
• Review and invoice all endorsements (and renewals)
• Issue in-house endorsements and new business on the company portals
• Release renewals after making appropriate changes
• Scan and attach documents to the client management system
• Quote cross-sells and up-sells as much as possible
• Issue pink slips in addition to completing miscellaneous duties 
• Prepare new business documents for signatures and other purposes
• Support other members of the team 

Skills on Resume: 

• Client Communication (Soft Skills)
• Renewal Processing (Hard Skills)
• Cross-Selling (Soft Skills)
• Portal Management (Hard Skills)
• Endorsement Handling (Hard Skills)
• Document Management (Hard Skills)
• Sales Quoting (Hard Skills)
• Team Support (Soft Skills)