Work at Highcourt Breckles Group

As a member of the Group & Affinity Sales Team, you will help prospective members understand the value in doing business with an insurance brokerage. Leveraging your soft and technical skills, you will work with all departments at HBG and key insurance carriers, to ensure customer expectations are met and managed.  The goal is to deliver best in class customer experience.

Requirements:

• Manage phone queue metrics with your team to ensure optimal availability for members
• Manage pipeline and quote metrics using CRM software
• New business leads to be contacted within service level standards
• Follow-up phone calls on warm web leads
• Provide exceptional customer experience on the phone and through email
• Prepare quotes for new business using ARS or company portals
• Provide insurance consultation by recommending appropriate insurance coverage
• Partner with HBG Customer Service or Remarketing
• Embrace HBG workflows and service level agreements
• Keeping current on carrier underwriting, market place trends and continuous education
• Participate in group marketing events

Skills:

• Post-Secondary Education
• Experience with TAM and EPIC is an asset
• Prior customer experience training an asset
• R.I.B. Ontario licensed mandatory
• Over 1 year personal lines experience in sales or service
• Strong organizational and time management skills
• Ability to multitask using digital procedures and technology
• Proficient in Microsoft Office – Outlook, Word and Excel
• Advanced written and verbal skills to help manage high customer expectations and to resolve conflicts
• Ability to identify challenges and overcome them through problem solving and using a team player approach

Apply Today!

Send your resume to:  edagostini@highcourtbreckles.com

As a member of the Inside Sales Team, you will manage new business requests for existing and new clients. You will demonstrate the value in doing business with an insurance brokerage and be able to problem solve in a fast paced environment. Leveraging your soft and technical skills, you will work with all departments at HBG and key insurance carriers, to ensure customer expectations are met and managed.  The goal is to deliver best in class customer experience.

Requirements:

• Manage phone queue metrics with your team to ensure optimal availability for members
• Manage pipeline and closing ratio
• New business documentation in TAM and EPIC
• New business leads to be contacted within service level standards
• Provide exceptional customer experience on the phone and through email
• Prepare quotes for new business using ARS or company portals
• Provide insurance consultation by recommending appropriate insurance coverage
• Partner with HBG Customer Service or Remarketing
• Embrace HBG workflows and service level agreements
• Keeping current on carrier underwriting, market place trends and continuous education
• Ability to manage communications with Client Advisors

Skills:

• Post-Secondary Education
• Experience with TAM and EPIC is an asset
• Prior customer experience training an asset
• R.I.B. Ontario licensed mandatory
• Over 1 year personal lines experience in sales or service
• Strong organizational and time management skills
• Ability to multitask using digital procedures and technology
• Proficient in Microsoft Office – Outlook, Word and Excel
• Advanced written and verbal skills to help manage high customer expectations and to resolve conflicts
• Ability to identify challenges and overcome them through problem solving and using a team player approach

Apply Today!

Send your resume to:  edagostini@highcourtbreckles.com

Requirements:

• 4+ years minimum of insurance experience in Commercial Lines. Must be RIBO licensed.
• Experience on large accounts as well and international business is an asset to this role.
• Client facing – presenting and meeting with clients on a regular basis to asses risk as well as advise on coverage for clients business operations.
• Client Advisor is responsible for generating new business along with retaining existing business as client relationship manager.
• CA co-ordinates Renewal Strategy Meeting with client and service team – to include a meeting agenda sent in advance and minutes along with action items/timelines.
• CA prepares Limits Chart – to be updated after every renewal and amendment.
• CA issues Side By Side Analysis to the client which is then presented as the renewal or new business offer to include full coverage offerings and uninsured exposures.
• Payment Terms + Premium Financing – This responsibility sits with the CSA however collection is owned by the CA.
• CA is responsible to facilitate the entire renewal 90-60 days in advance and manage process with CSA and TSA.
• Once renewal is in place and if the policy is an automatic renewal, all items above do not apply and can be serviced fully by the CSA/TSA assigned.
• CA must follow all procedures with CM for new business as outlined within Commercial Marketer role.
• All correspondence to be attached and documented in BMS by CA.

Skills:

• Post-Secondary Education
• Experience with TAM and EPIC is an asset
• Prior customer experience training an asset
• R.I.B. Ontario licensed mandatory
• Over 1 year personal lines experience in sales or service
• Strong organizational and time management skills
• Ability to multitask using digital procedures and technology
• Proficient in Microsoft Office – Outlook, Word and Excel
• Advanced written and verbal skills to help manage high customer expectations and to resolve conflicts
• Ability to identify challenges and overcome them through problem solving and using a team player approach

Apply Today!

Send your resume to:  edagostini@highcourtbreckles.com

Requirements:

• 2+ years minimum of insurance experience in Commercial Lines. Must be RIBO licensed.
• 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.
• CA must provide CM with full underwriting information in order for the CM to market captioned risk.
• CM reserves the right to remove markets approached and add new markets to approach through a consultative process with the CA. The IMF will be updated to reflect these changes.
• CM receives quotes and declination and attaches to BMS for CA review at all times and does not alert CA.
• 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.

Skills:

• Post-Secondary Education
• Experience with TAM and EPIC is an asset
• Prior customer experience training an asset
• R.I.B. Ontario licensed mandatory
• Over 1 year personal lines experience in sales or service
• Strong organizational and time management skills
• Ability to multitask using digital procedures and technology
• Proficient in Microsoft Office – Outlook, Word and Excel
• Advanced written and verbal skills to help manage high customer expectations and to resolve conflicts
• Ability to identify challenges and overcome them through problem solving and using a team player approach

Apply Today!

Send your resume to:  edagostini@highcourtbreckles.com

Requirements:

• 2+ years minimum of insurance experience in Commercial Lines. Must be RIBO licensed.
• Client Service Associate is responsible for maintaining retention of current portfolio business by facilitating process and procedures with efficiency.
• CSA is responsible for internal processing tasks on new business and renewals once bound by CM and CA to ensure client service is managed efficiently on all files assigned.
• CSA prepares renewal analysis for the CA to review and present to the client for binding if client is not an automatic renewal.
• CSA reviews and issues policy documents and endorsements to clients.
• CSA is responsible for the retrieval of applications and underwriter information from the client on all renewal business.
• CSA will place bind orders to insurers once accepted by client and approved by CA – if policy is not an automatic renewal.
• CSA to advise TSA on instructions for invoicing and certificates issuance.
• CSA sends payment follow-ups to the client (2 weeks, 30 days, 60 days). If payment is not received after 60 days, CSA advises CA for collection.
• All correspondence to be attached and documented in BMS by CSA.

Skills:

• Post-Secondary Education
• Experience with TAM and EPIC is an asset
• Prior customer experience training an asset
• R.I.B. Ontario licensed mandatory
• Over 1 year personal lines experience in sales or service
• Strong organizational and time management skills
• Ability to multitask using digital procedures and technology
• Proficient in Microsoft Office – Outlook, Word and Excel
• Advanced written and verbal skills to help manage high customer expectations and to resolve conflicts
• Ability to identify challenges and overcome them through problem solving and using a team player approach

Apply Today!

Send your resume to:  edagostini@highcourtbreckles.com

Requirements:

• 1+ years minimum of insurance experience in Commercial Lines. RIBO licensed, not require but encouraged.
• Technical Service Associate is responsible for the technical support of the team they are assigned to. The TSA but liaison the administrative requests from the team and triage to the client on behalf of the Client Advisor.
• AUTOMATIC RENEWAL PROCESSING – for all automatic renewals downloaded into the BMS system, TSA will process and issue as assigned from start to finish. If increase on premium of 12% or higher or change in limits is determined, TSA must receive approval from CSA or CA in order to proceed.
• SME NON-AUTOMATIC RENEWALS (CFC, etc.) – TSA must send application and underwriting information to client for competition and process accordingly. Once terms are received from insurer, If increase on premium of 12% or higher or change in limits is determined, TSA must receive approval from CSA or CA in order to proceed. Once terms are presented to client, TSA received approval and binds terms for renewal and processed accordingly.
• ALL DOCUMENTS AND CORESPONDENCE TO BE INPUT INTO BROKER MANAGEMENT SYSTEM BY TSA.
• NON-RIBO TSA’s – will only be assigned to invoice and process certificates as per instruction by CSA or CA.
• Assistance will be required by the TSA according to the team and workflow process.

Skills:

• Post-Secondary Education
• Experience with TAM and EPIC is an asset
• Prior customer experience training an asset
• R.I.B. Ontario licensed mandatory
• Over 1 year personal lines experience in sales or service
• Strong organizational and time management skills
• Ability to multitask using digital procedures and technology
• Proficient in Microsoft Office – Outlook, Word and Excel
• Advanced written and verbal skills to help manage high customer expectations and to resolve conflicts
• Ability to identify challenges and overcome them through problem solving and using a team player approach

Apply Today!

Send your resume to:  edagostini@highcourtbreckles.com