Want to be part of one of the Top 10 Insurance Brokerages in Canada? Looking for a role that will help you grow and advance your career? At Oracle RMS, we are a fun, energetic, and fast-paced insurance brokerage growing with a need to fill new roles within the Oracle RMS family. Our unique culture encourages employees to enroll in higher education, webinars, and training for qualified growth and qualify for more advanced positions in the company. Oracle RMS is Great Places To Work certified
At Oracle RMS, we hold an unwavering commitment to our clients, ensuring your needs are exceeded at every turn. Our dedication goes beyond mere professionalism; it's rooted in genuine care and concern for your well-being. We strive to cultivate relationships built on trust and integrity, where your success and security are our utmost priorities. As a result, you’ll have the peace of mind knowing that we’ve got your future protected.
We are guided by the principles of integrity and trust,
fostering a culture of care that extends to both our clients and our team. At Oracle RMS, we believe in collaborative growth, where every employee is empowered to contribute, learn, and thrive together.
In this role you will be responsible for:
Develop and maintain positive client relations
Positive demeanor and outlook when it comes to customer management and service
Collaborate with our Underwriters daily and maintain a strong and positive relationship
Review property appraisals reports and identify recommendation
E-Docs/Renewal lists – review and handle accordingly
Manage client policy renewals as well as re-market existing clients when necessary
Process outstanding payments and banking information changes
Transact and Invoice Agency Bill Policy
Follow up on abeyances on a daily basis
Quote policy changes through CQ and company portal