Full-Time Commercial Account Manager
Job Description
FABULOUS NEW OPPORTUNITY FOR A COMMERCIAL ACCOUNT MANAGER – EAST END OF GTA: ONE OF CANADA’S TOP BROKERAGE TO WORK WITH
Our Client is hiring an Account Manager for their Port Hope office, reporting to the Account Director. The successful incumbent will be responsible for maintaining a book of business, servicing client needs, and focus on new business production.
Responsibilities
- Responsible for managing a ‘desk’ consisting of a renewal book of business.
- In collaboration with Producers; coordinate, support plans, discuss arising issues and create comprehensive plans for existing clients
- Responsible for the review and accuracy of policy documents prior to the delivery to the client
- Responsible for the preparation of proposals for prospect and stewardship reviews for existing clients
- Manage account documentation (i.e., routine inquires, quotes, binders, statement of values, insurance contracts, endorsements, cancellations, etc.)
- Review client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirements
- Maintains up-to-date TAM workflow documentation and ensures workflows are followed
- Ensure accurate and timely servicing and billing of accounts
- Participate in actively in cross-sell campaigns and other initiatives as required
- Actively develop an increased knowledge of related insurance products and client needs
- Participate in training and professional development courses to enhance skills and industry knowledge
- Maintain positive working relationships with clients, staff, departments and offices
Requirements
- Minimum 5-10 years commercial insurance experience
- R.I.B.O and C.I.P designation required as well as C.A.I.B or at minimum working towards the designation
- Client development/relationship management experience
- Mentorship of Junior Account Managers
- Superb interpersonal skills, presentation skills and attention to detail
- Ability to be a self starter with strong written and oral communication skills as well as organizational skills
- Advanced skills in Outlook, Excel, Word and TAM
How to Apply
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