Role and Responsibilities

• Handling a book of business of small business accounts up to $20K in premium.
• Responsible for up-selling and cross-selling initiatives on book of business.
• Maintain up-to-date awareness of renewals and account receivables on a monthly basis.
• Collaborate with clients to identify and implement insurance solutions tailored to their evolving needs.
• Establish and maintain strong working relationships with insurance underwriters.
• Effectively plan and execute daily tasks in accordance with specified deadlines.
• Ensure consistent adherence to Commercial Lines Standard Operating Procedures.
• Live the “ROCKiT” Values of isure.

Qualifications And Education Requirements

• Post-secondary education or equivalent experience.
• Minimum of 2 years’ experience in commercial insurance, specifically in property/casualty and commercial automobile.
• RIBO Licensed (Registered Insurance Brokers of Ontario) required.
• Designations such as CAIB, CIP, or CRM are considered an asset.

Skills/Abilities Required

• Proven ability to manage multiple priorities and tasks efficiently.
• Strong numerical, analytical and organizational skills.
• Excellent verbal and written communication skills.
• Creative problem-solving skills and the ability to think critically and innovatively.
• Working knowledge of Vertafore SIGXP and general proficiency in Microsoft Excel.
• Demonstrated commitment to continuous professional development and learning.