Account Manager, Commercial Lines - Whitley Newman

Whitley Newman Insurance & Financial Services; Belleville; Remote; CAD 50,000 - 70,000; Full time

Job summary

An established industry player is seeking an experienced Account Manager in Commercial Lines to manage client relationships and ensure exceptional service. This role offers the chance to work remotely while overseeing a diverse portfolio of clients. You will play a key role in maintaining high retention rates and developing new business opportunities. The company values professional growth, offering a competitive compensation package and a full benefits program, including RRSP matching. If you are a self-starter with a passion for client service and a strong background in commercial insurance, this opportunity is perfect for you.

Benefits

Great learning and growth opportunities

Competitive compensation package

Full Benefits Package

RRSP Matching Program

Professional Development Courses

Volunteer day to give back

Day off for your birthday

Qualifications

• 5+ years of experience in commercial insurance is essential.
• R.I.B.O. license and preferably C.I.P. or C.A.I.B. designations.
• Strong client relationship management and negotiation skills.

Responsibilities

• Manage a renewal book of business while ensuring high retention rates.
• Collaborate with Producers on client service and marketing efforts.
• Prepare proposals and manage account documentation efficiently.

Skills

Commercial Insurance Experience

Client Development

Negotiation Skills

Attention to Detail

Time Management

Problem Solving

Analytical Skills

Written Communication

Oral Communication

Education

R.I.B.O. License

C.I.P. Designation

C.A.I.B. Designation

Tools

EPIC

Microsoft Outlook

Microsoft Excel

Microsoft Word

Job description

WHAT WE OFFER:

• Great learning and growth opportunities
• A competitive compensation package
• Full Benefits Package
• RRSP Matching Program
• Professional Development Courses & Designations
• A volunteer day to make a difference and give back to your community
• Vary days – including a day off for your birthday

POSITION OVERVIEW

Whitley Newman Insurance & Financial Services is hiring for an experienced Account Manager, Commercial Lines who is a knowledgeable expert advisor in commercial insurance lines of business. The successful candidate will be responsible for managing a book of business, servicing clients in a courteous and professional manner, and assisting the producer in obtaining, maintaining, and expanding business. Remote work set up is available for this position.

RESPONSIBILITIES

• Responsible for managing a renewal book of business
• Works closely with Producers and other Whitley staff on all aspects of client service, marketing, and renewal while adhering to Whitley’s best practices and standard procedures.
• Initiate Account Planning with Producer 100 days in advance of the renewal
• Maintain a retention rate of 95% or higher on your Book of Business
• Set clear expectation for client and business partners by providing same day response time
• In collaboration with Producers; coordinate, support plans, discuss arising issues and create comprehensive plans for existing clients
• Develops new business from existing accounts and assigned leads, and contributes to meeting departmental production goals. Identifies and follows-up on cross-selling opportunities when appropriate
• Responsible for the preparation of proposals for prospect and stewardship reviews for existing clients
• Manage account documentation (i.e., routine inquires, quotes, binders, statement of values, insurance contracts, endorsements, cancellations, etc.)
• Review client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirements
• Maintain up-to-date EPIC workflow documentation and ensures workflows are followed
• Ensure accurate and timely servicing and billing of accounts
• Participate actively in cross-sell campaigns and other initiatives as required
• Actively develop an increased knowledge of related insurance products and client needs
• May participate in or conduct client meetings when necessary
• Participate in training and professional development courses to enhance skills and industry knowledge
• Maintain positive working relationships with clients, staff, other Whitley departments and offices

REQUIREMENTS

• Minimum 5 years of commercial insurance experience required
• R.I.B.O. license required
• C.I.P. or C.A.I.B. designation(s) preferred
• Client development/relationship management experience
• Solid understanding of policy wordings/coverages
• Ability to mentor others and proven negotiation skills
• Strong attention to detail, time management, problem solving and analytical skills
• Ability to be a self starter with strong written and oral communication skills as well as organizational skills
• Advanced skills in Outlook, Excel, Word and EPIC

Navacord is actively committed to support diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply. We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs.