Job Description
COMMERCIAL LINES ACCOUNT MANAGER
Hybrid in Office - Concord, ON
Our client is a boutique insurance brokerage just off Highway 7 in Concord, Ontario. With a heavy focus on customer service, they deliver the most comprehensive and economical insurance solutions in Personal, Commercial, Life and Travel Insurance. Providing hands-on-knowledge of insurance and risk management allows this team of professionals to respond to client's needs through commitment and dedication recognizing the importance of human capital as a key driver for their success as an organization.
This organization believes in professional, personal and social development of each team member supporting them with the tools they need to apply their expertise and provide exceptional client service in return. If you are an experienced Commercial Lines Account Manager thinking about a move, this could be your next happy family.
Key Accountabilities
- Manage a book of business by servicing all aspects of client accounts both new and existing
- Develop and maintain relationships with Company underwriters
- Manage inbound calls and provide consulting and advise clients on policy changes and process all additional paperwork
- Coordinate and support plans discussing arising issues in conjunction to creating comprehensive plans for existing clients in collaboration with Producers
- Review and ensure accuracy of policy documents prior to the delivering to the client
- Prepare proposals and reviews for existing clients
- Manage account documentation including routine inquires, quotes, binders, statement of values, insurance contracts, endorsements, cancellations, etc.
- Review client's current coverage and exposures, loss experienced and analyze risk to determine the product/service requirements best suited
- Maintain up-to-date TAM workflow documentation and ensure workflows are followed
- Scan and attach documents to Agency Manager
- Achieve performance metrics as set out by the Manager
- Participate actively in cross-selling campaigns and other initiatives as required
- Discuss any concerns or outstanding information with Underwriters
- Prepare comparison quotation on renewals where necessary in a timely manner
- Issue pink slip when needed in addition to completing miscellaneous duties as assigned
- Ensure accurate and timely servicing and billing of accounts
- Develop an increased knowledge of related insurance products and client needs
- Provide back-up support to other Account Managers when required
- Participate in training and professional development courses to enhance skills and industry knowledge
- Maintain positive working relationships with clients, team members and other departments
Key Attributes/Qualifications
- Hold a valid and active RIBO License and working towards CIP or CAIB
- 3-5 years of Commercial Insurance expertise in a brokerage setting
- Strong communication and presentation skills
- Client development/relationship management experience
- Collaborative team player with strong interpersonal skills
- Highly organized with attention to detail
- A self-starter willing to grow with the organization
- Proficient skills in Outlook, Word and The Agency Manager (TAM)
Experienced candidates please call or text Danielle at 437-227-8719. If you are working with another DGA Consultant, feel free to ask them about this position. We thank all applicants for their interest and will only be connecting with the most qualified candidates.
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.