Job Description
We have clients in North York and Oakville who are looking to hire Commercial Lines Account Managers to join their growing teams.
Renewals
Prepare summaries for TSR to issue as needed Summaries to company for quote
Gather renewal information
Preparation of renewal packages for clients Help identify coverage to be recommended Obtain renewal instructions
Request renewals Review for accuracy
Forwarding of documents to Producers or clients
Claim - Opening
Take claim reports Complete Loss report forms Report claims to Company
Act as liaison between Adjuster and client, when required
Proactive claims management
Advise Producer of difficult claim situations Assist and co-operate with marketing as needed Do on-line quotes with 3 carriers as required by client/Producer or your own intuition
Scan renewal documents & invoices and attach to TAM for off-site Producers as required
Endorsements
Receive requests
Issue Policy Change requests Update Summaries
Issue Letters to client confirming requests Documentation of system
Addition of abeyances
Review policy documents from Company for accuracy, in conjunction with TSR
Certificates
Receive requests Forward to TSR
Review and sign before TSR mails out as needed
New Business
Prepare Proposals, including Summaries and Introduction letters
Complete underwriting submissions for partner on New Business
Miscellaneous
Maintain files according to Procedure Manual Return files to appropriate file rack at the end of the day
Purge files for storage
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Experience Requirement |
Minimum of 3 years RIBO licensed |