Commercial Account Manager - 7825

Job Description

Our client is seeking a professional and talented Commercial Account Manager to join the firm!  This is a great opportunity to join a leading general brokerage, who have a focus on a people-first culture and work/life balance.  Be a part of their growth and help build their vision!  With an entrepreneurial spirit, you won’t be bogged down with bureaucracy and can focus on what you enjoy.  This is a high functioning team, and can help push your career forwards. 

Who you are: 

You are a dynamic and polished professional who prides themselves on their client service and can always remain one step ahead of their client needs.  

Duties and responsibilities include:

• Maintain maximum retention of existing book by providing exceptional client service;
• Organize and attend internal renewal strategy meetings;
• Attend external client meetings as required;
• Respond promptly to client emails and telephone calls;
• Prepare all client services documents (ie. Renewal Summaries, Client Proposals, Underwriting Submissions);
• Maintain monthly expiry lists including following up on project expiries;
• Update spreadsheets such as Statement of Values and Contractors Equipment;
• Write correspondence and sending documents to clients (using company templates);
• Be the liaison with marketing on placements, renewals and midterm policy changes;
• Handle the complete brokering process on small mid-size policies within the book;
• Provide costing for clients prior to tender closings and recommending appropriate coverage;
• Complete certificate requests;
• Follow up on accounts receivables;
• You will follow corporate policies and procedures;
• Continue to maintain education credits for licensing;
• Other miscellaneous duties and special projects as required.

Who You Are

• You have a minimum of 3 to 5 years Commercial Lines experience,
• You have your Level 2 insurance License, CAIB, CIP, FCIP or CRM designation would be considered an asset;
• You are a self-starter, highly organized with exceptional attention to detail;
• You have excellent verbal and written communication skills;
• You have Intermediate computer skills including Microsoft Office, The Agency Manager and/or Applied Epic;
• You have a friendly professional demeanor with a good sense of business acumen;
• You thrive working in a team environment and work well with others.

What Our Client Offers

• Competitive salary and benefits programs
• Professional development training/courses
• A great collaborative work environment
• Flexible benefits!