Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Brown & Brown Canada has an exciting opportunity available for a Commercial Marketer supporting our Markham & Toronto team!
WHAT YOU’LL DO:
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Prepare New Business Coverage Analysis with different options for the Client Advisor (CA) to review and present to clients for binding.
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Retrieve applications and underwriter information from CA for new business submission to the market.
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Place bind orders with insurers once accepted by clients and approved by CA.
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Advise Technical Service Assistants (TSA) on instructions for invoicing and certificate issuance.
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Ensure all correspondence is attached and documented in the Business Management System (BMS).
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Hold bi-monthly New Business Meetings with CA’s when needed if influx of outstanding information.
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Answer client questions regarding coverage and limits.
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Create and maintain schedules of insurance.
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Obtain signed finance agreements.
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Update Acord applications and order MVRs.
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Follow up with CA to ensure completion of the Insurance Coverage Review Checklist.
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Quote all lines of coverage as requested by the CA.
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May be requested to assist on remarketing of retention business.
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CM is responsible for obtaining new business submissions from the Client Advisor and must be knowledgeable on coverage lines and markets who specialize in specifics lines of coverage.
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The Commercial Marketer (CM) electronically receives the completed application form or survey along with the Insurance Marketing Form (IMF) from the Client Advisor (CA).
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CM presents options to the CA in the form of a coverage analysis in order compare quotes and coverages.
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CM sets up commercial code under prospect in the BMS and electronically alerts CA of the prospect code.
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CM reserves the right to remove markets approached and add new markets to approach through a consultative process with the CA.
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CM receives quotes and declination and attaches to BMS for CA review on the marketing tracking report prepared by the CM when new business quotes are received.
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CM receives questions or additional subjectivities for completion from insurer and alerts CA of the requested information. Correspondence attached by CM to BMS.
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CM electronically transfers prospect code to client code for bound risk.
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Post binding, CM attaches late quotes, late declinations and additional correspondence to active client screen and provides insight regarding the risk to the CSA.
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CM reports directly to the Director of the Commercial Division.
WHAT YOU’LL NEED
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MUST HAVE 2+ years of insurance experience in Commercial Lines.
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RIBO license required.
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Minimum of high school diploma.
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Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.
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Ability to write reports and business correspondence.
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Ability to effectively present information and respond to questions from carrier representatives, customers, and groups of employees.
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Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule.
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Knowledge of Applied, Excel, Word, and Outlook programs preferred.
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Efficient on EPIC - BMS systems.
WHAT WE OFFER:
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Excellent growth and advancement opportunities
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Competitive pay based on experience.
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Generous benefits package: health, dental, vision, etc.
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Employee Stock Purchase Plan
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
