Commercial Account Manager

Job summary

Manage commercial insurance client relationships, provide after-sales support, resolve issues, and help preserve and grow the customer base. Review coverage, policies, audits, and client contracts; prepare insurance documents and coordinate changes with clients, advisors, and carriers.

Job details

Job Description Our Client is a unique P&C insurance brokerage and is looking for an experienced Commercial Insurance Account Manager who is interested in joining one of the top 10 insurance brokerages in the world and the fastest growing in industry history! The account manager is responsible for customer relationships and is directly responsible for the preservation of their customer base using their commercial insurance knowledge. Position: Commercial Lines Account Manager Location: Work from home anywhere in Canada Responsibilities Provide professional after-sales support to enhance the customers’ dedication Remain in frequent contact with the clients in your responsibility to understand their needs Respond to complaints and resolve issues aiming to customer contentment and the preservation of the company’s reputation Assists clients with making coverage changes in an automated environment; uses each contact with the client as an opportunity to review the whole account, round it and market. Reviews audits of policies, verifies accuracy and facilitates corrections, as needed, between client and carrier. Identify exposure to loss and recommend appropriate coverages in coordination with Advisor Prepares summaries of insurance, schedules and proposals as needed for account review Order and issue binders, certificates, policies, endorsements, and other related items; verify accuracy and forward to client with appropriate correspondence. Determines reasons for requests for cancellations; acts to save accounts; notifies Advisor(s) according to agency standards. Actively solicits increase in coverage and rounds accounts through sales to clients; leaves good documentation of all contacts. Review client contracts for insurance requirements. and compare to policy to ensure contract complies. Discuss discrepancies with client and submit changes to carrier. Requirements 2+ years of brokerage experience with commercial lines as an Account Manager or CSR RIBO license in good standing A well-rounded background with different types of commercial accounts Proficient in MS Office, specifically Excel, Word and Outlook. Excellent oral and written communication skills. Excellent customer relationship skills Organized and able to work efficiently and independently Salary Range $65, 000 to $85, 000. The listed salary range is an estimate for this role. Final compensation will depend on factors such as experience, skills, education, and internal equity. Our Client strive to offer fair, competitive pay that reflects each individual’s background and value.

What you’ll do

Manage commercial insurance client relationships, provide after-sales support, resolve issues, and help preserve and grow the customer base. Review coverage, policies, audits, and client contracts; prepare insurance documents and coordinate changes with clients, advisors, and carriers.

Requirements

Requires at least two years of commercial-lines brokerage experience as an Account Manager or CSR, a RIBO license in good standing, and experience with varied commercial accounts. Candidates should be proficient in Microsoft Office, communicate effectively, build strong client relationships, and work independently in an organized manner.

Listed skills

• Microsoft Excel · Preferred
• Sales · Preferred
• Microsoft Word · Preferred
• Microsoft Outlook · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Commercial Insurance
• Commercial Lines Account Management
• Customer Relationship Management
• Client Retention
• Insurance Coverage Analysis
• Policy Audits
• Risk Exposure Assessment
• Insurance Proposals
• Binders And Certificates
• Policy Administration
• Account Rounding
• Insurance Contract Review
• Sales
• Microsoft Excel
• Microsoft Word
• Microsoft Outlook

Job areas

• Customer Service & Support
• Sales
• Finance & Accounting
• Management & Leadership

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