Account Manager, Commercial Lines - Whitley Newman

ZipRecruiter; 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 relationships, ensuring high retention rates, and developing new business opportunities. The successful candidate will work in a supportive environment that values diversity and offers remote work options.

Benefits

Great learning and growth opportunities

Full Benefits Package

RRSP Matching Program

Professional Development Courses & Designations

Volunteer day to give back to the community

Vary days including a day off for your birthday

Qualifications

• Minimum 5 years of commercial insurance experience.
• Experience in client development and relationship management.

Responsibilities

• Manage a renewal book of business.
• Develop new business from existing accounts and leads.
• Ensure accurate and timely servicing and billing of accounts.

Skills

Client Development

Negotiation

Problem-Solving

Communication

Organizational Skills

Education

C.I.P. or C.A.I.B. designation(s)

R.I.B.O. license

Tools

Outlook

Excel

Word

EPIC

Job description

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 setup is available for this position.

RESPONSIBILITIES

• Manage a renewal book of business
• Work closely with Producers and other staff on client service, marketing, and renewal processes, following best practices and standard procedures
• Initiate account planning 100 days prior to renewal
• Maintain a retention rate of 95% or higher
• Provide same-day response to clients and business partners to set clear expectations
• Coordinate and support plans with Producers, discuss issues, and create comprehensive client plans
• Develop new business from existing accounts and leads, and identify cross-selling opportunities
• Prepare proposals for prospects and stewardship reviews for existing clients
• Manage account documentation, including inquiries, quotes, binders, and contracts
• Review client coverage, exposures, and risk to determine needs
• Keep EPIC workflow documentation up-to-date and ensure adherence to workflows
• Ensure accurate and timely servicing and billing of accounts
• Participate in cross-sell campaigns and initiatives
• Enhance knowledge of insurance products and client needs
• Conduct or participate in client meetings as needed
• Engage in training and professional development to improve skills and industry knowledge
• Maintain positive relationships with clients, staff, and other departments

REQUIREMENTS

• Minimum 5 years of commercial insurance experience
• R.I.B.O. license required
• C.I.P. or C.A.I.B. designation(s)
• Experience in client development and relationship management
• Solid understanding of policy wordings and coverages
• Ability to mentor others and strong negotiation skills
• Attention to detail, time management, problem-solving, and analytical skills
• Self-starter with strong communication and organizational skills
• Proficiency in Outlook, Excel, Word, and EPIC

Navacord is committed to supporting diversity, equity, and inclusion. We serve and recognize the value of human differences and encourage women, indigenous peoples, visible minorities, persons with disabilities, and LGBTQ2+ individuals to apply. We provide accommodations upon request for applicants and employees with disabilities.