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15 May 2023

Full-Time Commercial Account Manager

Insurance Talent Group – Posted by Elaine Kinsella Toronto, Ontario, Canada

Job Description

Our client is looking to hire a Commercial Lines Account Manager for their growing team.  They are offering a competitive salary, benefits and paid vacation.


  • Responsible for managing a book of Commercial business
  • Responsible for servicing all aspects of an account by taking inbound calls, consulting and advising clients on policy changes, requesting policy change, process all additional paperwork
  • 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)
  • 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
  • Discuss any concerns or outstanding info with underwriters
  • Provide back-up support to other Account Managers when required
  • Preparing comparison quotation on renewals where necessary, and in a timely manner
  • Issue pink slip when needed in addition to completing miscellaneous duties as assigned
  • Develop and maintain relationships with company underwriters
  • Participate in training and professional development courses to enhance skills and industry knowledge
  • Maintain positive working relationships with clients, staff, and other departments
  • Achieve performance metrics as set out by the Commercial Lines Manager
  • Scan and attach documents to Agency Manager


  • An active and in good standing RIBO license is required
  • Minimum 3-5 years of commercial insurance experience
  • Has or currently working towards C.I.P. and/or A.I.B.
  • Strong written, oral communication and presentation skills
  • Client development/relationship management experience
  • High attention to detail with strong organizational skills
  • A self-starter wanting to grow with the organization

How to Apply

To apply for this role or to see other opportunities.  See Jobs

Job Categories: Broker. Job Types: Full-Time. Job Tags: commercial, Growth, and ribo. Salaries: Negotiable.

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