Full-Time Commercial Account Manager – Programs
Job Description
WE OFFER:
- Great learning and growth opportunities
- Hybrid remote work flexibility
- A competitive compensation package
- Full Benefits Package
- RRSP Matching Program
- Professional Development Courses & Designations
- 100% tuition re-imbursement for business relevant courses and training
- Half volunteer day to make a difference and give back to your community
- Vary Days
POSITION OVERVIEW:
Paisley Partners Inc, a Navacord Company, is accepting applications for experienced Commercial Insurance Brokers who are knowledgeable expert advisors in commercial lines insurance. The successful candidate will be responsible for managing a book of business in our commercial programs division, servicing clients in a courteous and professional manner, and assisting the producer in obtaining, maintaining, and expanding business.
RESPONSIBILITIES:
- Responsible for managing our Programs business, which focuses on maintaining relationships with a number of associations
- Manage account documentation (i.e., routine inquires, quotes, binders, statement of values, insurance contracts, endorsements, cancellations, etc.)
- Review and assess applications, bind coverages, calculate premiums, issue certificates of insurance, document policies, and report claims within the parameters of the Program Binding Guidelines
- Ensure that premium with applicable taxes and fees are collected prior to binding, either through the credit card site, cheque, email transfer, CAFO, etc.
- Upload policy documents within program portals and generate monthly Bordereau for .CNA and DAS
- Ensure that a high level of service in maintained when answering a large number of client calls during renewal periods
- Set clear expectation for client and business partners by providing same day response time
- Review client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirements
- Works closely with Producers and other staff on all aspects of client service, marketing, and renewal while adhering to best practices and standard procedures
- Initiate Account Planning with Producer 100 days in advance of the renewal
- In collaboration with Producers; coordinate, support plans, discuss arising issues and create comprehensive plans for existing clients
- Develops new business from existing accounts and assigned leads, and contributes to meeting departmental production goals. Identifies and follows-up on cross-selling opportunities when appropriate
- Responsible for the preparation of proposals for prospect and stewardship reviews for existing clients
- Maintain up-to-date EPIC workflow documentation and ensures workflows are followed
- Participate actively in cross-sell campaigns and other initiatives as required
- Actively develop an increased knowledge of related insurance products and client needs
- May participate in or conduct client meetings when necessary
- Participate in training and professional development courses to enhance skills and industry knowledge
- Maintain positive working relationships with clients, staff, other departments and offices
- Other duties as assigned
REQUIREMENTS:
- Minimum 2 years of commercial insurance experience required
- University degree preferred
- R.I.B.O license required
- Working towards C.I.P. or C.A.I.B. designation
- Superb interpersonal 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 EPIC
Paisley Partners is actively committed to support diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply.
How to Apply
Interested candidates should submit their resume to: careers@navacord.com276 total views, 1 today
