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4 Oct 2019

Full-Time Commercial Lines Account Manager

Whitley Insurance & Financial Services – Trenton Office – Posted by Jones DesLauriers IMI Anywhere

Job Description

CAREER OPPORTUNITY: Commercial Lines Account Manager
LOCATION: Trenton office

Whitley Insurance & Financial Services is hiring for a Commercial Lines Account Manager. The successful incumbent will be responsible for maintaining a book of business, generating new business, servicing client needs, and assisting the producer on new business activities.

• Responsible for managing a renewal book of business and generating new business
• In collaboration with Producers, 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 EPIC 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 and staff

• Minimum 3-5 years insurance experience
• R.I.B.O. is required and preferably working towards C.I.P. or C.A.I.B. designation
• Client development / relationship management experience
• Superb interpersonal and presentation skills and attention to detail
• Ability to be a self starter with strong written and oral communication skills in addition to strong organizational skills
• Proficiency in Outlook, Word and EPIC

We are committed to providing accommodations for persons with disabilities. If you require accommodation, we will work with you to meet your needs.

How to Apply

If you are interested or know anyone that is interested in the above role please contact Kristin Coulombe directly at

Job Categories: Commercial Lines. Job Types: Full-Time.

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