Account Manager, Independent Business Unit (IBU)

Job summary

Manage a portfolio of Commercial Insurance clients as the primary point of contact for service and coverage needs. Handle renewals, risk analysis, and act as a liaison for claims reporting and documentation.

Job details

Are you passionate about delivering an exceptional client experience? Are you proactive, self-motivated, and client-focused? If so, this could be the ideal opportunity for you. We are seeking an Account Manager to join our Commercial Lines Independent Business Unit. In this role, you will support our continued success and growth by delivering exceptional day-to-day service to Commercial Lines clients. Your primary responsibilities include: * Managing a portfolio of Commercial Insurance clients, serving as their main point of contact. * Reviewing client’s current coverage and exposures,lossexperienceand analyzing risk todeterminetheir product/service requirements. * Building strong lasting relationships with clients by fully understanding theirindividual and business needs. * Efficiently and promptlymanageendorsement requests, coverage questions and other day to day inquires of clients. * Proactively working with clients on renewals, including securing updates, performing renewal reviews, andfinalizingrenewals. * Negotiation with our insuring partners for the best solutions for our clients. * Maintainingaccurateand up to date client record documentation in BMS * Assistingclients with reporting claims and acting as a liaison to ensurea high levelof client service ismaintained. * Preparing andforwardinginsurance documentation. * Managing client accounts receivables. The Knowledge, Skills and Qualifications you’ll need to be successful in the role include: * Minimum 2 years Commercial Lines experience, either from a brokerage or insurance company. * R.I.B.O license and/or working towards C.I.P or C.A.I.B designations is an asset. * Interpersonal, strongcommunicationand listening skills are crucial for this position. * Driven and results oriented. * A strong attention to detail and accuracy. * Excellent organizational skills. * Enjoybeing a team player. * Self-motivated and proactive. * Proficient with Microsoft365, including relevant applications such asWord and Excel. Please note, only qualified candidates will be contacted. Thank you for your interest in this exciting opportunity. The salary range for this replacement role is $50,000 to $70,000. Please note that individual salary is determined by factors such as job-related knowledge, skills, and experience, as well as internal equity. Lawrie Insurance Group Inc. Is an equal opportunity employer and is committed to providing employment accommodation in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act. Please advise if you require accommodation.

What you’ll do

Manage a portfolio of Commercial Insurance clients as the primary point of contact for service and coverage needs. Handle renewals, risk analysis, and act as a liaison for claims reporting and documentation.

Requirements

Requires a minimum of 2 years of Commercial Lines experience from a brokerage or insurance company. Proficiency in Microsoft 365 and strong interpersonal skills are essential, while R.I.B.O or C.I.P/C.A.I.B designations are assets.

Listed skills

• Customer service · Preferred
• analysis · Preferred
• Organization · Preferred
• Microsoft · Preferred
• Microsoft 365 · Preferred
• interpersonal skills · Preferred
• Interpersonal · Preferred
• Attention to detail · Preferred
• Client · Preferred
• Negotiation · Preferred
• Documentation · Preferred
• Reporting · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Commercial Lines Insurance
• Client Relationship Management
• Risk Analysis
• Negotiation
• Claims Reporting
• Account Receivables
• Microsoft 365
• Communication Skills
• Organizational Skills
• Attention to Detail

Job areas

• Finance & Accounting
• Customer Service & Support
• Sales
• Administrative