Commercial Account Manager – Realty
Responsible for providing customer service and assisting Account Executives and the service team in the support of existing accounts and new business.
Primary support contact for a busy book of business providing top notch client service
Initiate renewal process for existing clients, and discusses and creates renewal strategy with Account Executive
Analyze and compare current exposures and develops renewal or new business specifications for marketing
Conduct marketing, negotiate rates, review quotes and coverage for competitiveness and accuracy
Review and summarize marketing results and prepare proposals
Bind insurance coverage, prepare and review binders of insurance, and certificates of insurance
Prepare summaries and/or schedules of coverage for clients
Review client accounting history, respond to accounting inquiries, correct discrepancies, and send invoicing
Provide training and guidance to new or junior team members
Complies with agency management system data standards and data integrity
Other duties as assigned.
Pro-active and a self-starter
8-10 years experience
Commercial bonding experience is required
Excellent verbal and written communication skills
Experience with marketing and assisting with client contacts on accounts within the book of business
Attention to detail
Solutions oriented and a critical thinker
Work well in a fast paced, client-focused environment
DGA Careers has been proudly serving the Canadian insurance industry for over 30 years, specializing in providing insurance recruiting services to major insurers, insurance brokerage firms and independent adjusting firms. With offices in Toronto, Vancouver, Montreal, Edmonton, and Calgary, DGA Careers is well positioned to conduct searches with a national scope. Our unrivalled professional network across Canada provides us with the ability to reach vital key influencers and passive candidates nationally.
Interested candidates please contact Katie Ellwood at 587-952-5076 or forward your resume in confidence to firstname.lastname@example.org. If you are working with another DGA recruiter, feel free to ask them about this position.