Position Details

Private Client Broker
(55,000 - $70,000) in Markham, ON

Job Description

Job #JOS000000050

Our client is located in Markham, they are looking to add a Private Client Service Broker to their team. This is fantastic opportunity to join a fantastic organization with great compensation + pension & benefits. 

Key Job Responsibilities

  • Respond to all client inquiries in a timely manner and act as back-up when other Client ServiceBrokers’ are unavailable.

  • Will work closely with Producers (both Personal and Commercial)

  • Review renewals for coverage, accuracy and market when required

  • Adhere to binding authority set out by carriers

  • Process and/or review all transactions

  • Follow internal workflow

  • Achieve division retention goals

  • Identify upsell opportunities, explain and recommend to clients

  • Identify cross selling opportunities and produce quality leads to sales team

  • Discuss any potential problems or concerns the client may have with the Account Executive in

    the first year of business including notification of non-payment cancellations