Job Title:

Sales Executive / Commercial Account Manager

Compensation:

Attractive Compensation including group benefits and pension plan

Summary:

Experienced Senior Commercial Lines Sales Executive/Broker

Description:

This Sales Executive will generate new business through prospecting activities and referrals. Have a thorough knowledge of commercial insurance, bringing a proven track record of sales success, in possession of strong interpersonal skills and networks, a result driven, hunter with positive attitude. This is a senior sales executive position. Must be able to provide relationship management for large commercial book of business preferably with at least 10 years experience. CIP/ CAIB designation is a definite asset. A target and achievement driven professional with a passion for sales, An excellent communicator with strong interpersonal networks and sales skills, confident, reliable, motivated and goal oriented, provide quality service to a large book of commercial clients that exceeds customer expectations through a thorough knowledge of coverage’s and products.

Requirements

• Will provide relationship management for a large commercial book of business
• Attractive compensation package including group benefits & pension
• Well established brokerage with a strong commercial lines team
• Brokerage contracts with many major carriers
• Operating in the Belleville-Trenton and surrounding area

HOW TO APPLY

• Please forward resume to Loris Clarke lclarke@whitleyfinancial.com
• Only those considered for interviews will be contacted

Job Title

Personal Lines Customer Service Representative

ORGANIZATION INFORMATION

Department

Personal Lines

Reports to

President , Branch Manager

GENERAL SUMMARY

Communicate with clients regularly to review, change, and process policies and claims related to personal lines. Reviewing and advising clients and prospects on their personal insurance needs, including home, auto, liability, watercraft and recreational vehicles. Cross selling and up-selling to round out existing client files.

DUTIES and RESPONSIBILITIES

Contract Processing/Administration:

• Advise clients on claim procedures and explain changes, coverage’s, features and benefits
• Enter and maintain information for new clients and modify information as required
• Make changes to clients’ policies, explain coverage, and remarket policies for better premiums
• Calculate premiums and mid-term changes
• Follow up on accounts receivables and receive payments

Customer Service:

• Read and understand manuals and company correspondence to use as reference for regular tasks and job duties
• Maintain professional demeanor when handling complaints, problem solving, and interpreting/resolving conflicts with clients and the general public
• Problem solve with other employees regarding client policies and general advice

HOW TO APPLY

• Please forward resume to Loris Clarke lclarke@whitleyfinancial.com
• Only those considered for interviews will be contacted