Broker

• Supporting and effectively onboarding new customers.
• Carefully reviewing all new submissions and policy data for accuracy while managing complex policy changes.
• Managing the existing book of business by issuing certificates and processing endorsements for large and complex accounts.
• Identifying opportunities for upselling and cross-selling within the current book of business to ensure a "Circle of Protection."
• Processing remarkets to ensure clients consistently maintain the most competitive and comprehensive coverage available.
• Serving as the primary point of contact for mid-term reviews and year-round account maintenance.

Commercial Accounts Broker

• Supporting and effectively managing the renewal process for existing customers within your account portfolio to ensure seamless retention.
• Carefully reviewing all account policy data for accuracy and ensuring zero errors in client documentation.
• Maintaining effective communication with clients to fully understand their unique insurance requirements and making strategic recommendations.
• Advising customers on "silent exclusions" or gaps in coverage and recommending additional lines to strengthen their risk architecture.
• Liaising with insurance partners to negotiate and create the best possible insurance packages for each client.

Commercial Renewals Broker

• Fully Remote position in Canada
• Automate workflow and eliminate underwriting to focus on building relationships and closing deals.
• Provide dedicated support to assist in growing the mortgage business.
• Utilize powerful tools for processing mortgage applications and guiding clients through their journey.
• Maintain client relationships and communication throughout the mortgage process.

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Commercial Accounts Broker

Commercial Renewals Broker

Submortgage Broker