Account Manager (Insurance)

Gifford Carr Insurance Group; Ottawa; On-site; CAD 65,000 - 90,000; Full time

Job summary

Gifford Carr Insurance Group in Ottawa is seeking a dynamic Relationship Manager for its Commercial Lines Accounts team. You will provide responsive service to the Risk Advisor while building and maintaining strong client relationships and ensuring excellent service.

The role requires hands-on client interaction, ability to prioritize workflow, and collaboration with the team to deliver optimal coverage and solutions.

Qualifications

• Commercial Account Manager experience required.
• Active RIBO license.
• Knowledge of Epic and Policy Works is an asset.
• Excellent verbal and written communication skills.
• Ability to work well under pressure with minimal supervision.
• Strong teamwork and positive dynamic.
• Excellent time management and organizational skills.
• High attention to detail and accuracy.
• Ability to multitask and meet time-sensitive deadlines.

Responsibilities

• Maintain positive, long-term relationships with clients, insurer representatives, and team members.
• Offer added coverages and identify exposures to provide client solutions.
• Communicate with clients about questions and policy changes.
• Educate clients about their coverages.
• Assist clients to complete applications.
• Review and send endorsements and invoices.
• Review and send insurance certificates.
• Assist the Commercial Risk Advisor and support the team.
• Contribute to timely renewal reviews and negotiations.
• Coordinate with underwriters and assist with quoting as needed.
• Maintain current client files and stay updated with insurer changes.

Skills

Commercial Account Manager experience

RIBO license

Epic

Policy Works

Verbal and written communication

Work well under pressure

Team dynamic

Time management

Attention to detail

Multitasking

Tools

Epic

Policy Works

Job description

ABOUT GIFFORD CARR INSURANCE GROUP

Our story dates back to 1948. Delivering personal and business insurance solutions to our clients for over 70 years, Gifford Carr Insurance Group is built on a community-oriented foundation.

As an independent insurance brokerage licensed across Canada with offices located across Ontario, we are free from the constraints and self-interests of a large corporation. We have access to a wide range of policies and plans, nationwide – We work for you.

We are dedicated to connecting with the right insurance partners to ensure our clients are protected. Our relationships with all the insurance partners ensure we can find the best coverage to protect you, our clients.

As we continue to grow to support our local communities, our priorities remain the same –protecting what matters to you.

With over 70 years of experience, knowledge and expertise in the insurance industry sets us apart. We work to find the best solutions, and the best coverage available, for our clients.

Trust us with what matters most. At Gifford Carr, we are on your team.

JOB SUMMARY

Gifford Carr is looking to add a dynamic, energetic and team-oriented Relationship Manager to its Commercial Lines Accounts team.

The successful candidate will provide quality, responsive assistance to the Risk Advisor while building and maintaining positive relations with clients. The Commercial Lines Relationship Manager must be well organized and possess the ability to prioritize workflow while working with their team to provide outstanding customer service to our clients.

CORE RESPONSIBILITIES

Client Service

• Maintain positive, long-term relationships with clients, insurance company representatives, and team members
• Provide value to clients by offering newly available coverages, identifying exposures, determining the appropriate solutions to those exposures
• Communicate with clients including answering questions and reviewing policy changes.
• Educate clients about their coverages
• Assist clients to complete applications
• Review, send client endorsements and invoices
• Review and send insurance certificates

Quoting and Reviews

• Function as first-line underwriters to qualify, maintain, and promote quality business
• Communicate and negotiate with underwriters on the client’s behalf
• Aid with quoting new business when required
• Perform insurer portal quoting or data entry
• Review renewals and existing coverage for accuracy
• Negotiate renewal terms and identify, in collaboration with the risk advisor, if another insurance company may be a better fit
• Remarket accounts when required
• Source, obtain, and provide additional information requested by the underwriter
• Submit claims notices to insurance companies, follow up with clients and adjusters regarding claim status
• Keep current with insurer updates and changes

Support

• Assist the Commercial Risk Advisor
• Follow-up on client payments
• Maintain current client files
• Additional responsibilities as it pertains to the insurance operations that may arise from time to time including assisting other team members and Relationship Managers with workload from time to time

QUALIFICATIONS & EXPERIENCE

• Experience as a Commercial Account Manager
• Active RIBO license
• Working knowledge of Epic and Policy Works is an asset
• Effective verbal and written communications skills
• ]Ability to work well under pressure with minimum supervision
• Commitment to positive team dynamic
• Excellent time management and organization skills
• High attention to detail and accuracy
• Ability to multitask and respond to time-sensitive deadlines