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11 Apr 2019


Insurance Career Network posted by Elaine Kinsella – Posted by Insurance Career Network Inc. Anywhere

Job Description

Insurance Career Network is a recruitment firm focused exclusively on the insurance industry. Our relationships, knowledge and leading experience enable us to connect leading insurers, brokerage firm and independent adjusting firms with the most talented candidates for each role

All inquiries are CONFIDENTIAL


Our client is a leading national insurance brokerage with specialized industry and global expertise. With offices across Canada, they are nationally licensed and contracted with every major domestic insurer. Due to growth opportunities they are now looking to hire a member for their PROGRAMS team.

Position Summary & Objective:

The Programs Account Manager will be responsible for the renewal cycle of an account. Principally to advise the client on matters of coverage and pricing, to place the client’s risks with the most suitable market on a timely basis and to ensure the accuracy and integrity of documents and data according to the workflows of the brokerage.

Essential Functions:


·         Cross sell and upsell existing clients, seeking to further increase book size

·         Solicit additional business from existing client base, and gain referrals to new prospects

·         Support Account Executive(s) in preparing/conducting effective and successful presentations to prospective clients in order to meet annual sales/retention goals

·         Work in accordance with Account Executive(s) in formulating accurate and competitive quotes for potential new clients

·         Round out accounts

·         Prepare all necessary new sales paperwork and submit to AA’s for processing

Customer Service

·         Ensure that clients’ queries and requests are responded to in a professional and timely manner (internal & external)

·         Develop strong, effective relationships with clients (internal & external)

·         Ensure that the brokerage’s service standards are upheld

·         Work in a team environment alongside Producers, Program Associations and Account Administrators

·         Proactively contact client in response to potential changes in the market or policy changes

·         Act as a advocate on behalf of our clients to the insurance carriers

Marketing accounts

·         Assist Sales Producer (s) with information needed to market the program

·         Ensure that underwriting information is completely accurate and kept up to date

·         Prepare annual review reports, conducting client meetings to review the insurance program, making appropriate recommendations for improvement, guaranteeing client is in best market based on their personal needs

·         Organize all pre-renewal client material and documents

  • Prepare submissions to market in an efficient and timely manner
  • Request terms from markets and compare with alternates, ensuring market aligns with client goals

Binding Coverage

  • Bind coverages and order policies
  • Prepare insurance binders, invoices, billing material and all other corresponding documentation, as required
  • Check and send out policy documents
  • Prepare monthly bordereaux and submit to market and association as required
  • Undertake a full reconciliation of program accounts

Additional Duties:

  • Arrange premium financing quotes & contracts
  • Prepare & issue certificates of insurance
  • Order, check & issue endorsements
  • Maintain an ongoing working knowledge of all available carriers and products
  • Actively participate in continued learning programs or training
  • Develop relationships and correspond with commercial insurance underwriters
  • Assist clients with completion of applications
  • Attend to receivables

How to Apply

I look forward to assisting you in your next career advancement Call Elaine at 416-703-5120 ext 204 or email Or reach out on LinkedIn When you work with Insurance Career Network, you are working with an entire team of Insurance Recruiters. Our team has the contacts to help you find your next great opportunity. We thank all applicants however only those being considered will be contacted.

Job Categories: Broker. Job Types: Full-Time. Job Tags: Account Manager, broker, commercial, Programs, and ribo.

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