Full-Time Commercial Account Manager/ Senior CSR

JOB-BORN Executive Search Inc – Posted by CristinFilipuzzi – Markham, Ontario, Canada

Job Description

*POSITION PROFILE
Our client is currently seeking a Commercial Account Manager to provide service and manage a mixed book of mid-size and smaller accounts.

This position will report to the President and to various Producers he/she may be supporting. This is an ideal position for a Senior Commercial lines CSR with a minimum of 5 years’ related experience who has worked independently and at the same time contributed to the team’s goals. Underwriting knowledge of the various commercial segments as they relate to mid-size and small business is a key criterion for this role. Past work with Powerbroker is also an asset but is not required.

DAILY RESPONSIBILITIES
Responsible for managing a book of commercial insurance business consisting of approx. $3 million in premium. Accounts sizes range from $1000 to $50,000 in premium.
• Handle day to day calls, service client needs and contribute to new business production.
• Responsible for the review of commercial client renewals 120 days prior to their renewal

Responsible for accuracy of policy documents and timely delivery of renewals
Provide customer service which includes endorsements, cancellations, billing, insurance contracts, certificates, binders, statement of values, quoting, cross-selling, up-selling and general inquiries including phone calls and emails
Review customer’s current coverage and assess whether coverage is sufficient or not
Provide recommendations to customer if necessary to improve the overall product value
• Demonstrated ability to handle multiple priorities successfully
• Strong analytical and organizational skills
• Excellent verbal and written communication skills
• Post-secondary education; or equivalent experience
• CIP, CRM or CAIB designation or working towards
• Polished customer service skills and communication skills (both verbal and written);
• Tech savvy with the ability to work in a paperless environment
Participate in training seminars, conference calls and client visits if requested by the owner

REQUIREMENTS