Insurance Marketing Specialist

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:

• Prepare New Business Coverage Analysis with different options for the Client Advisor (CA) to review and present to clients for binding.

• Retrieve applications and underwriter information from CA for new business submission to the market.

• Place bind orders with insurers once accepted by clients and approved by CA.

• Advise Technical Service Assistants (TSA) on instructions for invoicing and certificate issuance.

•  Ensure all correspondence is attached and documented in the Business Management System (BMS).

• Hold bi-monthly New Business Meetings with CA’s when needed if influx of outstanding information.

• Answer client questions regarding coverage and limits.

• Create and maintain schedules of insurance.

• Obtain signed finance agreements.

• Update Acord applications and order MVRs.

• Follow up with CA to ensure completion of the Insurance Coverage Review Checklist.

• Quote all lines of coverage as requested by the CA.

• May be requested to assist on remarketing of retention business.

• 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.

• The Commercial Marketer (CM) electronically receives the completed application form or survey along with the Insurance Marketing Form (IMF) from the Client Advisor (CA).

• CM presents options to the CA in the form of a coverage analysis in order compare quotes and coverages.

• CM sets up commercial code under prospect in the BMS and electronically alerts CA of the prospect code.

• CM reserves the right to remove markets approached and add new markets to approach through a consultative process with the CA.

• 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.

• CM receives questions or additional subjectivities for completion from insurer and alerts CA of the requested information. Correspondence attached by CM to BMS.

• CM electronically transfers prospect code to client code for bound risk.

• Post binding, CM attaches late quotes, late declinations and additional correspondence to active client screen and provides insight regarding the risk to the CSA.

• CM reports directly to the Director of the Commercial Division.

WHAT YOU’LL NEED

• MUST HAVE 2+ years of insurance experience in Commercial Lines.

• RIBO license required.

• Minimum of high school diploma.

• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages. 

• Ability to write reports and business correspondence.

• Ability to effectively present information and respond to questions from carrier representatives, customers, and groups of employees.

• Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule.

• Knowledge of Applied, Excel, Word, and Outlook programs preferred.

• Efficient on EPIC - BMS systems.

WHAT WE OFFER:

• Excellent growth and advancement opportunities

• Competitive pay based on experience.

• Generous benefits package: health, dental, vision, etc.

• 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.