Account Manager, Insurance

PLATFORM; Toronto; On-site; CAD 70,000 - 90,000; Full time

Job summary

A Canadian insurance brokerage is seeking an experienced Account Manager for the Construction Industry Group. This role involves managing client relationships, ensuring compliance with procedures, and providing exceptional customer service. Candidates should have over 3 years of experience in construction or real estate insurance, a relevant post-secondary education, and a RIBO License. Strong communication and organizational skills are essential.

Qualifications

• 3+ years of Construction or Real Estate Insurance experience.
• Post-secondary education or equivalent.
• RIBO License required.
• Knowledge of Applied Systems EPIC is preferred.
• Strong communication skills, both written and verbal.
• Strong organizational skills and attention to detail.

Responsibilities

• Ensure day-to-day service requests are handled promptly.
• Prepare tender slips and conduct contract reviews.
• Work with insurers to provide indicative pricing.
• Coordinate renewal options and present to clients.
• Act as the primary client relationship manager.
• Provide excellent customer service and advisory.

Skills

Construction or Real Estate Insurance experience

Strong communication skills

Team-oriented

Organizational skills

Education

Post-secondary education or equivalent

RIBO License

Tools

Applied Systems EPIC Broker Management System

Job description

Join to apply for the Account Manager, Insurance role at PLATFORM .

PLATFORM is a national, privately owned Canadian brokerage specializing in insurance, surety, sub-default insurance, and benefit solutions. We are driven by industry expertise at the heart of everything we do. Our team blends sophisticated knowledge with strategic thinking to ensure our tailored solutions meet and exceed client expectations.

Your Impact at PLATFORM

The successful candidate will assist our Construction Industry Group with various tasks. We seek professionals eager to join an exciting, fast-paced environment with a strong learning culture and a focus on development.

• Ensure day-to-day service requests (certificates, changes, etc.) are handled promptly in coordination with the account service team.
• Prepare tender slips, conduct contract reviews with relevant commentary, ensure insurance program compliance, and advise on risks / exposures.
• Work with insurers to provide indicative pricing for project-specific or outside coverage.
• Approach relevant markets timely at renewal (120-90 days prior), coordinate renewal options, and present to clients 30 days before renewal.
• Maintain 100% compliance with PLATFORM procedures, with no errors or omissions.
• Act as the primary client relationship manager in coordination with the account service team.
• Provide excellent customer service and advisory for your assigned book of business.
• Meet clients in person independently or with senior management, aiming for positive feedback.
• Design insurance strategies and offer creative, alternative solutions aligned with client objectives.
• Ensure premium finance terms are furnished with every quote and that payment schedules are understood by clients.
• Prepare insurance submissions, conduct market meetings, and negotiate with support from the account service team.
• Develop strong relationships with markets and analyze current risk transfer programs.
• Monitor market changes and advise clients to enhance their understanding of risks.

Education, Experience & Qualifications

3+ years of Construction or Real Estate Insurance experience.

Post-secondary education or equivalent.

RIBO License.

Knowledge of Applied Systems EPIC Broker Management System is preferred.

Strong communication skills, both written and verbal.

Team-oriented with excellent interpersonal skills.

Strong organizational skills and attention to detail.

Additional Details

Seniority level : Mid-Senior level.

Employment type : Full-time.

Job function : Customer Service.

Industry : Insurance.

This job posting is active and accepting applications.

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