Job Description

NFP Canada

 

Logo NFP

 

Location:  Toronto, Mississauga, Kitchener, Burlington, Ancaster, Hamilton, Ottawa


The role of the Account Manager - Commercial Lines is to provide client service of Transportation business and their associated policies. The Account Manager will leverage their industry knowledge and experience to provide a best-in-class client experience through offering solutions that will protect, comfort and recover. The ideal Account Manager is self-motivated, proactive, and client-focused, intent on providing exceptional day-to-day service to maintain and exceed the reputation and service standards of Dalton Timmis, PBL Insurance and Mass Insurance Brokers, and are a subsidiary of NFP Canada Corp.

 

Responsibilities

Client Service, Relationship Building & Collaboration

 

* Provides expert advice, recommendations and counseling to clients about their transportation insurance coverage geared to their unique needs and exposures

* Conducts needs assessment to offer customized solutions to clients

* Prepares client premium proposals and pre-renewal client material

* Checks and sends out policy documents

* Provides exceptional day-to-day service to clients and handling the client file activities to maintain retention targets

* Contributes to premium growth targets by cross selling other lines and upselling appropriate coverages where applicable

* Prepare documentation for insurers, complete applications for clients, issue insurance certificates, process changes and review renewals

* Maintains professional and collaborative relationships with key underwriters

* Resolves any concerns or complaints with their personable and professional demeanor by leveraging product and service knowledge based on clients’ needs

* Reviews and processes renewals, endorsements and midterm changes; rewriting/remarketing where necessary to enhance the client experience

* Arranges premium financing quotes and contracts

* Processes policy documents where needed

* Reviews leases and other contracts

* Prepares insurance binders, invoices and billing material

* Represents the brokerage at industry functions where required

* Keep current on industry changes, underwriting rules and workflow processes

* Actively participate in training initiatives

 

  

What You’ll Bring:

 

* 3 years of Commercial Insurance experience preferred

* Current and valid RIBO license

* CAIB, CIP, CRM designations is an asset (or in progress)

* Self-managing with strong analytical, organizational and time management skills

* Excellent interpersonal, verbal and written communication skills

* Strong and proven team player—ability to adapt to and collaborate with various team members and individuals

* A keen attention to detail and accuracy

* Ability to multi-task in a fast-paced environment while staying focused on priorities

* Proficient in the Microsoft Office suite of products, working knowledge of Epic and/or TAM an asset

*Professional, reliable and courteous to clients and colleagues

 

 

NFP Canada (Dalton Timmis, PBL Insurance and MASS Insurance Brokers Limited) welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the recruitment selection process.

 

Please submit all applications to humanresourcescanada@nfp.com

 

Please note: Only those selected for an interview will be contacted.

 

Dalton Timmis Insurance                                                                                               PBL Logo long stacked 

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Job Posting Details

Job Type

Full-Time

Market Segment

Commercial Insurance
Insurance

Company Type

Insurance Brokerage

Languages Required

English

Education Required

RIBO

Minimum Experience Required

3 to 4 Years

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