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Actively participates in servicing of existing & potential high net worth clients.  Services clients by recommending and maintaining appropriate insurance coverage.  Processes related documentation.

·         Meets established sales and service targets.

·         Services, retains and grows a book of high net worth clients.

·         Analyzes customer inquiries by providing information on products/services.

·         Matches customer needs to insurance company’s products/services

·         Provides information to customers in response to customer inquiries on products/services, converting a high percentage to sales.

·         Contacts other departments to obtain information requested by customers i.e. claims.

·         Generates new business opportunities by recommending products/services where appropriate.

·         Up-sells or cross-sells products/services to existing clients.

·         Updates customer records on computer system.

·         Resolves customer concern/complaints within authority limits.

·         Provides post sales customer service, i.e. policy changes.

·         Reviews coverage(s) and recommends changes as necessary.

·         Maintains quality controls, checks work for accuracy.

·         Manage accounts receivable.

·         Provides backup for other VIP/PCS broker(s).

·         May be required to process documents, including customer letters and invoices.

·         Refers complex/difficult customer complaints/inquiries to team leader or supervisor.

·         Maintains general knowledge and understanding of all products/services.

·         Performs other related duties as required.

·         College Diploma/University Degree.

·         Minimum 3+ years of relevant Personal Lines related experience.

·         Proficient in MS Word, Excel ,Powerpoint, & Lotus Notes.

·         Brokers insurance courses.

·         TAM systems knowledge

·         Knowledge of Personal Lines products and services.

·         Knowledge of High Net Worth/Specialty markets & products an asset

·         Knowledge of company polices and procedures.

Special Requirements:

Ability to organize and administer various tasks.  Must have the ability to communicate and work with people in a fast paced environment.  A sales & service attitude and the ability to work in a team environment are also requirements of this role.  Work outside of the normal hours of operation may be required.