Company Overview:

Our client is a boutique insurance brokerage located in Vaughan Ontario. They are a customer-focused organization with strategic business divisions of Personal and Commercial Insurance, Life Insurance, Travel Insurance as well as Group Benefits. They pride ourselves on providing our clients with exceptional customer service to cultivate and enrich ones insurance experiences, while delivering the most  comprehensive and economical insurance solutions.

Their hands-on-knowledge of the insurance and risk management industry allows them to respond to their client’s needs and contribute to their client’s success.
Their commitment and dedication is not only to their customers, but it extends to their exceptional team. They recognize the importance of human capital as a key driver for their success as an organization. They are an organization that believes in professional, personal and social development of each team member. Their team of
experts are some of the most knowledgeable brokers in the industry, providing each client with comprehensive insurance advice and an exceptional insurance experience.

As a team member, you can expect to benefit from mentorship of seasoned and passionate professionals; working with like-minded, results-driven
team members, professional clients and being part of a growing team.

Position Summary:

Our client is hiring a Commercial Lines Account Manager. You will be responsible in servicing the client with their insurance needs from the moment they call and inquire to securing coverage accurately and professionally.

Responsibilities:

 Responsible for managing a book of 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, 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
 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

Qualifications:

 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 C.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
 Proficient skills in Outlook, Excel, Word and The Agency Manager (TAM)

Interested – Let’s Talk