Account Manager, Commercial Lines - Whitley Newman

Whitley Newman Insurance & Financial Services; Ontario; Remote; CAD 70,000 - 90,000; Full time

Job summary

A leading company in the insurance sector is seeking an experienced Account Manager for Commercial Lines. The role involves managing client accounts, ensuring high retention rates, and collaborating with producers. Candidates should have a strong background in commercial insurance and excellent communication skills. The position offers a remote work setup and opportunities for professional development.

Benefits

Professional Development Courses & Designations

Volunteer day to give back to the community

Birthday off

Qualifications

• Minimum 5 years of commercial insurance experience required.
• R.I.B.O. license required.

Responsibilities

• Manage a renewal book of business.
• Develop new business from existing accounts.
• Maintain a retention rate of 95% or higher.

Skills

Negotiation

Attention to Detail

Time Management

Problem Solving

Analytical Skills

Communication

Education

C.I.P.

C.A.I.B.

Tools

Outlook

Excel

Word

EPIC

Job description

• 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
• 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.

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