Your Role
Reporting to the Director of Operations, the incumbent is a member of the Management team. This individual should be highly motivated; detail oriented and maintains strong communication and relationship building skills.Your Responsibilities
- Collaborate directly with all channels of Kuehne + Nagel’s sales representatives to offer insurance
solutions to current freight / logistics clients - Monitor incoming Credit Apps and contact clients who have consented to receive information
- Confirm Insurance is being booked in KN systems after being sold to Clients:
Identify Gaps in process workflow and provide solutions.
Document process and workflow for each division – SF/AF/OV
Correct and fix all files that for example:
Requested insurance but were not invoiced
Requested insurance but were not covered
Changed mode of transportation and expected to be insured - Create and Coordinate certificates for all registered insurance
- Work with Sales/Telesales/CCR/AM’s to ensure proper usage of online quoting tool
- Monitor # of quotes per week/month/year by sales channels and conduct follow up meetings
- Offer presentations and refreshers on how to sell KN Sure insurance
- Perform regular audits to ensure adherence to best in class service standards and system utilization
- Develop technical expertise
- Preparation of all client facing documentation including invoices, letters, policy documents, certificates
- Work closely with the Account Executive to service & manage all day to day activity
- Account service co-ordination including review of documentation for routine policy changes, additions,
deletions, renewals or cancellations - Research and investigate information to enable strategic decisions
- Other duties as may be assigned to you by the Company
- Other duties that may be assigned from time to time by the company
If you require an accommodation for the recruitment /interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.
Your Skills and Experiences
- Minimum 2 years insurance experience
- Team player who is results oriented
- Knowledge of Epic an asset (Preferred)
- Computer knowledge in MS 365 products including: Word, Excel, Power Point
- RIBO License (Preferred)
- Completed or enrolled in CAIB/CIP/CRM (Preferred)