Ottawa (Vanier), Canada | Posted on 03/11/2025

Responsibilities

• Identify and solicit sales prospects from various sources by cold calls, mailings and phone contact in addition to those provided by company.
• Solicit referrals from existing accounts
• Assist in resolving any problems in accounting or claims
• Support and enhance the standing/position of office personnel with clients as part of a broader client relationship
• Coordinate timely presentations for both new and renewal business
• Assist in marketing accounts where appropriate with an appropriately balanced mix of relationship development and product expertise.
• Achieve a balance in production to meet agency mix of business goals
• Arrange for premium payment in a competent manner utilizing internal and external financing, installments, etc.
• Accurately describe policies and endorsements for precise alignment with client needs