Small Business Account Manager
Top Benefits
About the role
The Opportunity
The Small Business Account Manager is responsible for managing a dedicated book of small business clients, ensuring service excellence while also supporting new business growth. This role balances day-to-day client servicing with sales responsibilities, including handling new submissions, conducting renewal reviews, and managing remarkets.
Primary Responsibilities
- Manage a book of small business accounts, including all service requests, renewals, and remarkets.
- Oversee new business submissions, ensuring applications are complete and accurate.
- Conduct proactive renewal reviews, recommending appropriate coverage adjustments or additional limits as needed.
- Manage and update leads within the CRM to ensure accurate tracking of opportunities and pipeline activity.
- Provide day-to-day client servicing, handling questions, general inquiries, certificates, and endorsements.
- Complete remarkets as required to ensure competitive terms and client satisfaction.
- Support small business sales initiatives by responding to inbound leads, prospecting, and assisting in cross-sell opportunities.
- Partner with team members and leadership to ensure departmental goals for retention and growth are met
Required Skills and Qualifications
- Demonstrates a high degree of professionalism and integrity, with effective communication skills
- Works well within a team and independently
- Embodies great people skills to support overall team performance - patient, enthusiastic, and dedicated professional who leads by example
- Is detail oriented, organized and accurate
- Proficiency with brokerage management systems (BMS), CRM platforms, and other industry-related technology
- Minimum 3-5 years of insurance industry experience, preferably in a commercial lines role
- Active RIBO license in good standing
- CAIB designation is considered an asset
- Valid driver's license and willingness to travel between office locations as needed
The Company
Duliban Insurance Brokers is an award-winning third generation brokerage that has been consistently named a top insurance workplace, winner of Brokerage of the Year (2019), and Lincoln's Business of the Year (2022). With offices across Niagara and Haldimand, our team prides itself on helping clients find simple, affordable solutions to all their auto, home, business and farm insurance needs. As a valued Dream Team Member, you receive:
- Competitive compensation inclusive of commission on new business and monolines
- A benefit package including medical, dental and vision coverage
- A health spending account to use at your discretion
- RRSP and DPSP Plan
- Paid Personal Days
- Competitive vacation entitlement
- Paid time to volunteer in the community
- Training and development opportunities
Not the right fit? Search for Small Business Account Manager jobs in Fonthill, ON
About Duliban Insurance Brokers Limited
We at Duliban Insurance Brokers are a third-generation family-owned business. We come from humble beginnings when James Duliban purchased a small Insurance Agency in 1976 and started James Duliban Insurance Brokers operating out of a 400 sq foot office. James, alongside his wife Margaret, worked tirelessly to get the business off the ground and did so in the one manner they know; hard work, honesty, and integrity. It’s these founding principles that remain true to our family business today.
Duliban Insurance Brokers Ltd. has an incredible team of dedicated and focused insurance professionals. All of whom focus on pushing the status quo to improve each day. This past year, Duliban Insurance Brokers Ltd. was nominated for Brokerage of the Year by the Insurance Brokers Association of Ontario and ranked within the top 3 of all brokerages across Canada. This is a true testament to all members of our family business and the value we provide to our valued customers.
We at Duliban Insurance Brokers Ltd are keenly focused on our valued customers, our team members, and community. It is our goal to be your ‘Hometown Broker’ for all of your insurance needs.
Our Mission: A progressive company that provides independent insurance advice, accountability, and outstanding customer service while operating with the highest degree of honesty and integrity.
Our Vision: To be the leading Independent Insurance broker who is highly respected in the community, for the home town values that we represent and the services we provide.
Our Clients: You will have our undivided attention. Duliban Insurance Brokers treats every client with mutual respect and understanding. We listen carefully to your specific needs and requirements in order to develop insurance solutions with a level of service and coverage you can’t find anywhere else.
Our Team: Everything depends on communication. With our partnership approach, professional staff and thorough understanding of your business, we strive to meet the goals we establish for ourselves and our clients. Built on a foundation of honesty, integrity and trust. We work as a team to develop exceptional programs that our clients can rely on to grow and succeed in the community today.
Similar Jobs
Small Business Account Manager
Top Benefits
About the role
The Opportunity
The Small Business Account Manager is responsible for managing a dedicated book of small business clients, ensuring service excellence while also supporting new business growth. This role balances day-to-day client servicing with sales responsibilities, including handling new submissions, conducting renewal reviews, and managing remarkets.
Primary Responsibilities
- Manage a book of small business accounts, including all service requests, renewals, and remarkets.
- Oversee new business submissions, ensuring applications are complete and accurate.
- Conduct proactive renewal reviews, recommending appropriate coverage adjustments or additional limits as needed.
- Manage and update leads within the CRM to ensure accurate tracking of opportunities and pipeline activity.
- Provide day-to-day client servicing, handling questions, general inquiries, certificates, and endorsements.
- Complete remarkets as required to ensure competitive terms and client satisfaction.
- Support small business sales initiatives by responding to inbound leads, prospecting, and assisting in cross-sell opportunities.
- Partner with team members and leadership to ensure departmental goals for retention and growth are met
Required Skills and Qualifications
- Demonstrates a high degree of professionalism and integrity, with effective communication skills
- Works well within a team and independently
- Embodies great people skills to support overall team performance - patient, enthusiastic, and dedicated professional who leads by example
- Is detail oriented, organized and accurate
- Proficiency with brokerage management systems (BMS), CRM platforms, and other industry-related technology
- Minimum 3-5 years of insurance industry experience, preferably in a commercial lines role
- Active RIBO license in good standing
- CAIB designation is considered an asset
- Valid driver's license and willingness to travel between office locations as needed
The Company
Duliban Insurance Brokers is an award-winning third generation brokerage that has been consistently named a top insurance workplace, winner of Brokerage of the Year (2019), and Lincoln's Business of the Year (2022). With offices across Niagara and Haldimand, our team prides itself on helping clients find simple, affordable solutions to all their auto, home, business and farm insurance needs. As a valued Dream Team Member, you receive:
- Competitive compensation inclusive of commission on new business and monolines
- A benefit package including medical, dental and vision coverage
- A health spending account to use at your discretion
- RRSP and DPSP Plan
- Paid Personal Days
- Competitive vacation entitlement
- Paid time to volunteer in the community
- Training and development opportunities
Not the right fit? Search for Small Business Account Manager jobs in Fonthill, ON
About Duliban Insurance Brokers Limited
We at Duliban Insurance Brokers are a third-generation family-owned business. We come from humble beginnings when James Duliban purchased a small Insurance Agency in 1976 and started James Duliban Insurance Brokers operating out of a 400 sq foot office. James, alongside his wife Margaret, worked tirelessly to get the business off the ground and did so in the one manner they know; hard work, honesty, and integrity. It’s these founding principles that remain true to our family business today.
Duliban Insurance Brokers Ltd. has an incredible team of dedicated and focused insurance professionals. All of whom focus on pushing the status quo to improve each day. This past year, Duliban Insurance Brokers Ltd. was nominated for Brokerage of the Year by the Insurance Brokers Association of Ontario and ranked within the top 3 of all brokerages across Canada. This is a true testament to all members of our family business and the value we provide to our valued customers.
We at Duliban Insurance Brokers Ltd are keenly focused on our valued customers, our team members, and community. It is our goal to be your ‘Hometown Broker’ for all of your insurance needs.
Our Mission: A progressive company that provides independent insurance advice, accountability, and outstanding customer service while operating with the highest degree of honesty and integrity.
Our Vision: To be the leading Independent Insurance broker who is highly respected in the community, for the home town values that we represent and the services we provide.
Our Clients: You will have our undivided attention. Duliban Insurance Brokers treats every client with mutual respect and understanding. We listen carefully to your specific needs and requirements in order to develop insurance solutions with a level of service and coverage you can’t find anywhere else.
Our Team: Everything depends on communication. With our partnership approach, professional staff and thorough understanding of your business, we strive to meet the goals we establish for ourselves and our clients. Built on a foundation of honesty, integrity and trust. We work as a team to develop exceptional programs that our clients can rely on to grow and succeed in the community today.