Commercial Insurance Marketer

Job summary

Negotiate commercial insurance policies and benefits with carriers, prepare policy documentation and estimates, and support sales efforts to win prospective business and enhance existing accounts. Advise clients and staff, ensure applications are accurate, issue binders and certificates, and coordinate with carrier representatives on products and opportunities.

Job details

The enthusiastic incumbent will work with insurance carriers to negotiate optimal benefits and insurance policies for customers and the company. The team member will prepare commercial policies documentation and estimates for presentation to existing and prospective clients. In addition the commercial marketer will act as a resource; providing guidance to all staff members as it relates to commercial business while at all times working cohesively and in promotion of the Personal Lines Department. Duties & Responsibilities Proactively work with the sales team to close prospective business and collaborate on the enhancement of existing accounts Act as head mediator and negotiator with company representatives on commercial accounts. Engage with company representatives on how to improve, enhance and develop products and future opportunities. Identify new and potential customers’ needs, explain products and benefits in terms of process and impact, make recommendations and ensure important information is understood by clients. Ensure the accuracy and completeness of policy applications and other essential information to be communicated. Issue all commercial binders and certificates of insurance. Prepare and present to staff periodical organizational and educational materials. Liaise with commercial representatives from various insurance carriers. Education University or College level education an asset Registered Insurance Broker of Ontario (RIBO) Certification with 4-7 years experience working in the insurance industry. Chartered Insurance Professional (CIP) designation or Canadian Accredited Insurance Broker (CAIB) designation achieved or in process with a plan to complete the designation. Benefits We offer medical and dental benefits, education and growth opportunities as well as a pension plan. Apply Now Please enable JavaScript in your browser to complete this form. Apply Now Name * First Last Email * Phone Your Message File Upload Drag & Drop Files, Choose Files to Upload

What you’ll do

Negotiate commercial insurance policies and benefits with carriers, prepare policy documentation and estimates, and support sales efforts to win prospective business and enhance existing accounts. Advise clients and staff, ensure applications are accurate, issue binders and certificates, and coordinate with carrier representatives on products and opportunities.

Requirements

Requires RIBO certification and 4–7 years of insurance industry experience. University or college education is an asset, and a CIP or CAIB designation must be completed or in progress with a plan to finish.

Benefits

• Medical Benefits
• Dental Benefits
• Education and Growth Opportunities
• Pension Plan

Listed skills

• Product Development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Commercial Insurance Marketing
• Insurance Negotiation
• Policy Documentation
• Client Needs Assessment
• Sales Collaboration
• Account Development
• Carrier Relations
• Product Development
• Policy Application Accuracy
• Insurance Binders and Certificates
• Staff Training
• Commercial Account Management

Job areas

• Sales
• Finance & Accounting
• Customer Service & Support

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