Job Description

Commercial Customer Account Manager

Key Responsibilities: 

  • Service existing commercial lines business in accordance with company standards
  • Handle client requests for policy changes
  • Process all documentation
  • Review commercial renewals and make appropriate suggestions for coverages, changes and remarket when necessary
  • Prepare applications and required additional documents, Submit quotes to market.
  • Assist producers with underwriting, marketing and endorsements

 Skills Required: 

  • Current RIBO license
  • CAIB or other designation (or working towards)
  • Minimum 2 years Commercial insurance experience.
  • Farm Insurance experience is an asset
  • Working knowledge of company portals
  • Strong knowledge of Power Broker, Policyworks and Compuquote
  • Working knowledge of MS Office - Word, Excel, and Outlook
  • Strong customer service experience
  • Maintaining professional relationships with underwriters, co-workers and clients
  • High performance team player
  • Exceptional analytical and problem solving skills
  • Excellent verbal & written communication skills
  • Strong attention to detail & accuracy
  • Excellent organizational skills
  • Ability to manage multiple tasks, and follow-up on uncompleted tasks in a timely manner 

Our office is located in Newmarket, Ontario. We are an independent brokerage that has served York Region for over 65 year.

We offer a competitive salary and benefits. Salary based upon experience. Fully paid benifits after 3 months.

Interested candidates, please contact Amy Seilis at aseilis@swbins.com.

Job Posting Details

Job Type

Full-Time

Market Segment

Insurance

Company Type

Insurance Brokerage

Languages Required

English

Education Required

RIBO

Expertise Area

Broker: Broker-Commercial

Minimum Experience Required

1 to 2 Years

Views

118