Responsibilities:

• Deliver an exceptional client experience with each interaction taking into consideration the needs of the Elite client portfolio.
• Proactively manage the renewal process for existing Elite clients in advance of their renewal date, remarketing as needed.
• Assess the unique insurance requirements of high premium accounts by conducting a needs analysis, risk consultation, and making appropriate coverage recommendations based on the client’s current business operation and exposure.
• Act as a primary contact between the Accounts and Renewal team, working collaboratively with Elite Brokers, to provide a positive client and insurer interaction and create win-win solutions.
• Liaise with insurance partners to negotiate the best possible insurance package to meet the needs of the client.
• Handle overflow of non-Elite renewals as needed.
• Be a Success Partner and work towards elevating the experience and knowledge of new and existing team members.
• Participate in projects to support process improvement, workflow testing, and collaborating with other Elite Brokers as well as the engineering teams.
• Other duties, as assigned.

Qualifications:

• 3+ years of experience within the commercial insurance industry.
• Provincial Insurance License in good standing.
• CAIB, CIP, or other insurance relationship designation is considered an asset.
• Superior attention to detail, time management, and prioritization skills.
• Ability to work independently and manage multiple projects simultaneously.
• Excellent client service orientation both internally and externally.