Collectivfide Insurance Group Inc.

Insurance

• Quote and drive new business, following the Miller Insurance new business procedure
• Provides advice to clients on insurance matters, products and coverages
• Completes and submits applications with timely follow up to ensure quotations and policies are received
• Consistently completes and reviews coverage, identifying additional coverage and cross-sale opportunities
• Prepares summaries of insurance and related schedules and proposals
• Processes changes with follow up on policy change requests from clients
• Handles customer inquiries through appropriate communications approaches
• Assist clients in submitting first reports of a claim
• Ensures all policies issued are compliant
• Manages day-to-day workflow and sets priorities

Insurance Broker – Personal Lines

Onboarding Specialist

• Responsible for full cycle recruitment for broker partners, from creating job descriptions and postings, to attracting, posting, screening, and interviewing
• Utilize creative sourcing methods to attract a broad scope of talent
• Develop and maintain a pipeline of candidates for future hiring needs
• Work closely with the hiring managers to schedule and conduct interviews
• Partner with HR and Hiring Managers to draft, extend, and negotiate competitive offers of employment
• Manage the onboarding process for new team members, inclusive of new hire paperwork, compliance training, and 90-day plans
• Coordinate and deliver first day orientation session that outlines company culture, the mission, and core policies
• Collaborate with third party recruiters where necessary, and partner with insurance industry networks and peer groups
• Represent the company at any job fairs, industry, or networking events
• Maintain recruitment metrics and records to ensure compliance and tracking
• Maintain accurate employee records in applicant tracking systems (ATS) and HRIS, process paperwork, and assist with HR-related administrative tasks
• Conduct post-hire follow-ups to assess employee satisfaction or identify any issues
• Coordinate pre-probationary evaluations with HR and the hiring managers, ensuring that feedback is shared and employees are properly supported during those critical first few months in the role
• Support the HR team with additional tasks as required
• Serve as an ambassador for Collectivfide and our broker partners

Talent Acquisition – Onboarding Specialist

• Provide prompt, professional, and knowledgeable service to personal lines clients, carriers, and internal team members
• Prepare and process quotes, new business, renewals, endorsements, and policy changes
• Review underwriting information and documentation to ensure accuracy and completeness
• Conduct detailed risk assessments and recommend appropriate coverage solutions tailored to client needs
• Act as the primary liaison between clients and insurance carriers
• Identify and act on cross-sell and up-sell opportunities when appropriate
• Remarket personal lines policies to ensure competitive coverage and pricing
• Take and submit new claim reports and support clients through the claims process with timely follow-up
• Maintain proactive oversight of client accounts, resolving outstanding items efficiently
• Ensure accurate data entry in carrier portals and the broker management system (Applied EPIC)
• Stay current on carrier products, underwriting guidelines, and market changes
• Contribute to a positive, customer-first culture within the team