Career-test

Here at W.B. White Insurance, our trusted team of insurance recruiters are continually looking for enthusiastic insurance talent to join our team of professionals. We offer a number of unique insurance careers for the ideal candidate and always look forward to welcoming new members to our team. We’ve helped provide the ideal home for long-term careers in the insurance industry and we’re always up-to-date with the latest insurance jobs.

Here are several reasons to consider insurance jobs with W.B. White Insurance:

Proven brand

Whether you’re looking for a short-term contract position or long-term employment, W.B. White Insurance can provide you with a position at a proven industry brand. Our brand has been in business since 1929, and in that time we’ve acquired some of the top insurance industry leaders within in Canada. Joining our team is the ideal choice whether you’re just beginning a career in the field or you’re an experienced hard worker ready to take on a new challenge.

A team-focused work environment

Our team works together to support one another as we meet the needs of our clients. We continually look to evolve the way we do business through innovation.  W.B. White Insurance is a proud partner with Applied Systems.  The suite of programs we work with include Applied Epic, Applied CSR24, Applied Mobile, and Applied Rating Services. All staff members are provided with leading-class collaboration tools and working resources to help them succeed in their position. We support our team 100% in ensuring their work is completed to the highest of standards. It’s how we’ve continually been able to expand our insurance business over several decades.

A diverse working space

One of the many reasons so many insurance professionals want to work with W.B. White Insurance is that we offer a diverse working opportunities, which means you can work on a range of different projects on a daily basis.  You’ll also be given a high level of autonomy over your work.  Our goal is to foster growth and learning within the business to help our employees build an insurance career. We place a great deal of working trust in our team members.  We strive to deliver on-going training to ensure our team are meeting the needs of our clientele. Whether team members want to work with auto insurance products, home insurance products or business insurance, we can respond with progressive positions in a positive working environment.

Do you want to join Durham Regions best insurance team?  The trusted team here at W.B. White Insurance works to respond to applications for open positions. Please email your CV and Resume directly to applications@wbwhite.com today if you wish to know more about the job opportunities available at our growing organization. We work to respond to all enquiries.

Desired Behavior’s of a W.B. White Employee

• The ability to be self-motivated and work independently
• Involved in the community and be a good citizen
• Strong commitment to detail
• Strong organizational and time management skills
• Committed to continuing education and further development of skills
• Analyze, think critically and problem solve to resolve daily challenges
• Teamwork skills; Active listening, give full attention to what other people are saying, taking the time to understand the points being made, asking questions for clarity

We are Hiring!

We have an exciting opportunity for an independent leader looking to demonstrate their expertise of personal line (home and auto) insurance.

As the Lead TSR, your core responsibilities are to lead and direct the administration department, maintain data integrity and ensure accurate processing of policy documentation. We provide full benefits, generous compensation, flex hours and remote working options. If you are looking for a role where you can display your knowledge of personal insurance markets, please forward your CV to skizilbash@wbwhite.com for a full job description.

 

Resumes are being accepted for the following positions:

Accounting Manager

An ideal candidate must enrolled or has completed a CPA program.  Preference will be given to an applicant with a  RIBO license, or other insurance industry experience.  To apply for this position, please forward your resume to skizilbash@wbwhite.com

As Accounting Manager, your core responsibilities are to complete day-to-day accounting functions within Broker Management System.  You will work closely with the Finance Manager to provide accurate information for creation of financial reporting to the President.  In addition, you will work closely with the production team to guide them in regards to technology, billing/invoicing questions and monitor quality of transacting.  You will be accountable to the Vice President Commercial Lines to provide administrative support to the commercial lines team.

Major Responsibilities

• Manage all accounts payable, capital asset and expense accounts
• Assist in month-end closing activities, cash management
• Issue client refunds, and direct bill advance payments
• Manage membership requirements with regulatory boards; RIBO and IBAO
• Work closely with external auditor as required for yearend completion and Government Tax filing
• Payroll, group benefits and new employee administration backup
• Cross train with Finance Manager for all accounting/finance functions
• Liaise with internal production team to ensure data integrity
• Process transactions on policies, invoicing and commission discrepancies
• Prepare documentation related to client account management
• Assist in ESign docs, deliver and attach new application packages
• IT user configuration, trouble shooting (passwords/locked accounts) backup
• Liaise with external IT consulting services as required

Skills and attributes for this position include:

• Ability to prioritize responsibilities
• Superior analytical skills, able to find workflow efficiencies
• Accuracy and attention to detail, ability to learn and adapt as needed
• Teamwork mentality, accessible and respond to requests in a timely manner
• Ability to communicate at all levels and collaborate with others

 

Director of Sales – Personal Lines or Commercial Lines

An ideal candidate must be RIBO licensed with a minimum of one year of insurance related sales and customer service experience.  Skills and attributes for this position include:

• Goal oriented; able to work with targets and monitor to achieve results
• Develop and maintain a prospect list
• Self driven for success; Actively prospect and generate new sales leads and opportunities
• Strong sense of ethics
• Natural ability to pursue strategically important opportunities and close the deal
• Time management; managing one’s own time and the time of others through setting priorities. Time-line driven
• Friendly and outgoing personality. Enjoys relationship building
• Be innovative in overcoming objections to promote
• Commitment to Continuing education – CAIB or CIP recommended

Technical Service Representative – Personal or Commercial Lines

An ideal candidate must be RIBO licensed with a minimum of five years of insurance experience.  Skills and attributes for this position include:

• Commitment to learn and adhere to  W. B. White Insurance coverage standards and service levels
• Monitoring the quality of data and client underwriting information; Maintain file integrity for the protection of our clients
• Proficient with multiple company portals and underwriting regulations
• Stay current with ongoing changes in underwriting guidelines, products, and endorsements from our insurance partners, with the ability to apply the regulations to customer specific situations
• Navigate underwriting manuals and correctly interpret company guidelines to make appropriate decisions
• Understand how to read policy declaration pages for all insurance partners.
• Embrace technology; Ability to work from various systems and carrier platforms as part of day to day function

Junior Accountant/Admin

As an Administrator, your core responsibilities are to complete day-to-day accounting functions within Broker Management System. You will work closely with the Finance Manager to provide accurate information for creation of financial reporting to the President. In addition, you will work closely with the production team to guide them in regards to technology, billing/invoicing questions and monitor quality of transacting. You will be accountable to the Vice President Commercial Lines to provide administrative support to the commercial lines team.

Major Responsibilities

• Assist in month-end closing activities, company statement reconciliation
• Issue client refunds, and direct bill advance payments
• Manage membership requirements with regulatory boards; RIBO and IBAO
• Cross train with Finance Manager for accounting/finance functions
• Liaise with internal production team to ensure data integrity
• Process transactions on policies, invoicing and commission discrepancies
• Prepare documentation related to client account management
• Administrative/reception duties (courier, mail, etc.)
• Assist in ESign docs, deliver and attach new application packages

Skills and attributes for this position include:

• Ability to prioritize responsibilities
• Superior analytical skills, able to find workflow efficiencies
• Accuracy and attention to detail, ability to learn and adapt as needed
• Teamwork mentality, accessible and respond to requests in a timely manner
• Ability to communicate at all levels and collaborate with others

Education & Experience

• Advanced computer skills on MS Office
• Epic experience is an asset
• Accounting/insurance industry experience

To apply, please forward your resume to skizilbash@wbwhite.com

Commercial Lines Account Manager

Department: Commercial Lines

Reporting to: Vice President of Commercial Lines

Desired behaviors consistent with W.B. White’s mission and vision

• Publicly and privately sponsor future direction of Company
• Take risks; be innovative and look forward with anticipation
• Represent W B White with Integrity and Positivity
• Embrace change

Summary Objective

As an Account Manager, your core responsibility is to provide superior customer service to all W B White Insurance clientele. Developing and nurturing a strong trust relationship with customers to understand their specific coverage requirements. You will be expected to actively seek opportunities for revenue generation and place or refer business to our Sales Team.

Major Responsibilities

• Maximize growth through superior customer service, responsible for building and managing relationships with existing customers, to ensure exceptional service and identification of potential new opportunities
• Focus on achieving sales/revenue/KPI targets both individual and department
• Deliver professional and expert knowledge tailored to our client’s needs
• Be a Brand Ambassador; actively promote W B White Insurance within the community and W B White events
• Assist and guide customers with coverage changes, payment options and general inquiries
• Educate customers as to coverage limitations, document on system & recommend additional coverage where needed
• Use every service contact as an opportunity to review, up sell coverage and provide cross sell leads to our sales department
• Promptly return calls, respond to emails, voicemails and faxes
• Proactively guide/counsel customer throughout the claim process. Work closely with Insurers to ensure minimal upset to the customer. This is our time to shine
• Maintain file integrity; Input and update data and document all interactions in Brokerage Management System
• Address activities on a daily basis and complete in a timely manner, particularly money and time sensitive activities
• Adhere to workflows for policy change requests, claims, and renewal review/remarketing of existing customers
• Maintain acceptable accounts receivable
• Build strong working relationship, consistently improving workflows with Commercial Technical Representative.
• Contribute to team success by consistently leveraging knowledge and sharing best practices
• Independently remain informed regarding industry information, government rulings, new product information, coverage and technology

Skills and Attributes

• Friendly and outgoing personality, enjoy people in general
• Active listener, giving full attention to what other people are saying, taking the time to understand the points being made, asking questions for clarity
• Superior organizational, analytical and communication skills, with the ability to work under pressure
• Foster a positive attitude, approaching day to day activities with enthusiasm
• Problem-solving and conflict management
• Prioritize and manage workflow to ensure efficient, timely and accurate processing of transactions and other duties
• Superior ability to understand insurance terminology and interpret insurance wordings
• Attention to accuracy and detail in all work
• Proficiency in Outlook, Word, Excel, Compu-Quote and Epic (preferred)

Physical Requirements

• Strong cognitive skills with ability to make decisions and interpret data
• Continuous concentration
• Sitting for long periods of time
• Working with computers with dual monitors
• Vision requirement – looking at computer screens for 90% of the day
• Personal stress management skillsets
• Office, at home or hybrid role

Education & Experience

• Commercial Lines Experience in SME preferred
• RIBO License
• Commitment to Continuing education – CAIB or CIP recommended

Commercial Lines Marketing Representative

Department: Commercial Lines

Reporting to: Vice President – Commercial Lines

Desired behaviors consistent with W.B. White’s Mission and Vision

• Publicly and privately support future direction of Company
• Demonstrate leadership qualities and trust in the future direction
• Take risks; be innovative and look forward with anticipation
• Represent W. B. White with Integrity and Positivity
• Embrace change at all times

Summary Objective

As Commercial Lines Marketing, your core responsibilities will be to provide support and guidance to Account Managers and Account Executive. As a non-client facing position, you will lead our marketing efforts across all Commercial business including new, renewal, and re-market opportunities. You will use your Commercial Lines product and industry knowledge to work out in front of our Account Managers to identify opportunities to enhance our profitability. You will assess our current book of business to find opportunities to enhance commissions which will directly impact our bottom line. You will report directly the Vice President – Commercial Lines.

Major Responsibilities

Marketer – Commercial Lines

• Pro-actively remarket accounts within W.B. White’s existing book of business to enhance profitability.
• Assist production staff with marketing of new business when needed.
• Assist external relationship brokers with marketing new and renewal business.
• Maintain working relationships with underwriters at contracted markets.
• Stay current with ongoing changes in underwriting guidelines, products, and endorsements from our insurance partners, with the ability to apply the regulations to client specific situations.
• Assist the Vice-President Commercial Lines with book rollovers when needed.
• Update and maintain client data integrity.
• Identify and correspond with Account Managers and/or client via letter/email with recommendations for coverage options.
• Work closely with Account Managers and Account Executives on client files to ensure the highest level of customer service and protection
• Development, train and implement use of effective Marketing Documents, Applications and Workflows.

Minor Responsibilities

Technical Service Representative – Commercial Lines

• Provide back up and assistance to Technical Service Reps as needed
• Provide relief and support to other TSR’s during vacation and sick days as needed
• Assist the Vice-President, Commercial Lines with tasks as needed

Skills and Attributes

• Ability to take direction and instruction from management
• Strong understanding of W. B. White Insurance standards, workflows and service levels
• Functional understanding of the Broker Management System (EPIC)
• Proficiency in Outlook, Word, Epic, Applied Rating Services, Adobe Acrobat preferred.
• Superior organizational, analytical and communication skills, with the ability to work under pressure
• Accuracy and attention to detail, ability to learn and adapt as needed
• Teamwork mentality, accessible and respond to requests in a timely manner
• Good time management, able to find workflow efficiencies
• Able to work independently to make a decision and act on these decisions
• Operate with a high level of integrity, make decisions that ensure the client’s needs for insurance protection have been met.
• Understand how to read policy declaration pages for all insurance partners.

Physical Requirements

• Strong cognitive skills with ability to interpret data
• Communicate at all levels
• Continuous concentration
• Sitting for long periods of time
• Working with dual monitors
• Continuous keyboarding, at least 50 wpm
• Vision requirement; looking at computer screens for 90% of the day
• Excellent reading comprehension
• This is a work from office, or remotely from home position

< Back