Full-Time Commercial Account Manager (Small Business Unit)
Job Description
The Commercial Account Manager position assists the Commercial Lines department in meeting growth and service level objectives by solidifying client relationships, by providing superior customer service, updating client information, producing quality documents and providing support to the Producers as required.
Major Responsibilities:
1. Service commercial lines accounts, including but not limited to receiving phone calls, emails, faxes from clients and insurers regarding insurance, claims, or administrative problems and complying with the request.
2. Seize on new business opportunities through internal leads.
3. Closing new business sales; upselling and/or Adding multi-lines of coverage to existing accounts
4. Maintain electronic files in an orderly, up to date manner.
5. Keep detailed records on all client activity in TAM accurately and on a timely basis.
6. Coordinate expirations to obtain renewal information.
7. Negotiate with insurers for renewal premium and coverage changes.
8. Prepare account summaries and renewal presentations as required including premium financing option with finance provider for all renewal premiums less than $10,000.00.
9. Assist Producers(s) and other departments in cross selling, up-selling and account rounding.
Qualifications:
1. 3-5 years’ brokerage experience as a Commercial Account Manager
2. RIBO license in good standing required.
3. Proven above average written and verbal communication
4. Working knowledge of Agency Manager (TAM) is an asset
5. Proficient in Microsoft Office
6. Strong attention to detail and accuracy
7. Ability to manage multiple tasks concurrently and timely follow-up on uncompleted tasks
8. Demonstrated success working in a fast paced and electronic file environment
PBL is an equal opportunity employer and is committed to providing employment accommodation in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act. Please advise HR if you require accommodation.
About PBL Insurance Limited
With nearly 100 years of experience, PBL Insurance Limited (PBL) is one of the Top Independent Insurance Brokers in Ontario providing our clients with a wealth of expertise, guidance and dedicated personal service. Independently owned and uniquely Ontario based – with 11 offices spread throughout the province – PBL is committed to being a true business partner to our clients. PBL is one of Canada’s Top 25 Insurance Brokerages by providing consultative long-term solutions, specialist expertise, an entrepreneurial management style and personable, responsive service.
How to Apply
Qualified candidates are encouraged to apply by submitting your cover letter and resume to careers@pblinsurance.com quoting job #T17-07886 total views, 1 today
