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salesforce policy review client relationship management commercial insurance broker management system📋 Description
- Strategic onboarding: Onboard clients and establish trusted advisor from day one.
- The Circle of Protection: Manage existing book; issue certificates and endorsements.
- Forensic policy review: Review submissions and policy data for accuracy.
- Risk architecture: Process remarkets; design risk mitigation strategies.
- Year-round stewardship: Maintain value; proactive renewal management.
🎯 Requirements
- Valid provincial broker license and 5+ years commercial experience.
- CIP, CAIB, or CRM designation is a bonus.
- Excellent communications: Translate jargon into clear language.
- Workflow efficiency: Use a BMS, Salesforce, or tools to streamline workflows.
- High-Impact Collaboration: Advocate for clients with underwriters and internal teams.
- Solution-oriented drive: Persistently deliver innovative risk solutions.
🎁 Benefits
- Remote-first setup for added flexibility.
- Home office allowance to create a comfortable workspace.
- Office-in-a-box tech equipment.
- Flexible health and dental plans for families, including mental health support.
- Education assistance for courses, conferences, books, and memberships.
- Weekly Friday huddles and team-building events.
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