Commercial Account Manager

Paisley Partners Inc.; Kelowna; On-site; CAD 60,000 - 80,000; Full time

Job summary

Paisley Partners Inc. is seeking an experienced Commercial Insurance Broker to manage a business portfolio and deliver exceptional service to clients. The successful candidate will demonstrate expertise in commercial insurance, support business growth, and collaborate with internal teams to ensure best practices. The role emphasizes strong interpersonal and organizational skills, along with a commitment to ongoing professional development within a diverse and inclusive workplace.

Benefits

100% tuition reimbursement for business relevant courses

Great learning and growth opportunities

Qualifications

• Minimum 5 years of commercial insurance experience required.
• R.I.B.O license required.
• Working towards C.I.P. or C.A.I.B. designation.

Responsibilities

• Manage a book of business with focus on relationships.
• Review applications, bind coverages, calculate premiums.
• Prepare proposals for prospects and stewardship reviews.

Skills

Interpersonal skills

Attention to detail

Organizational skills

Written communication skills

Oral communication skills

Education

University degree

Tools

Outlook

Excel

Word

EPIC

Job description

• Professional Development Courses & Designations
• 100% tuition re-imbursement for business relevant courses and training
• Great learning and growth opportunities

POSITION OVERVIEW

Paisley Partners Inc, a Navacord Company, is accepting applications for experienced Commercial Insurance Brokers who are knowledgeable expert advisors in commercial lines insurance. The successful candidate will be responsible for managing a book of business in our commercial division, servicing clients in a courteous and professional manner, and assisting the producer in obtaining, maintaining, and expanding business.

RESPONSIBILITIES

• Responsible for managing a book of business, which focuses on maintaining relationships with a number of associations
• Manage account documentation (i.e., routine inquires, quotes, binders, statement of values, insurance contracts, endorsements, cancellations, etc.)
• Review and assess applications, bind coverages, calculate premiums, issue certificates of insurance, document policies, and report claims
• Ensure that premium with applicable taxes and fees are collected prior to binding, either through the credit card site, cheque, email transfer, CAFO, etc.
• Upload policy documents within portals Ensure that a high level of service in maintained when answering a large number of client calls during renewal periods
• Set clear expectation for client and business partners by providing same day response time
• Review client’s current coverage and exposures, loss experience and analyze risk to determine the product / service requirements
• Works closely with Producers and other staff on all aspects of client service, marketing, and renewal while adhering to best practices and standard procedures
• Initiate Account Planning with Producer 100 days in advance of the renewal
• 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
• Maintain up-to-date EPIC workflow documentation and ensures workflows are followed
• 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, staffs, other departments and offices
• Other duties as assigned

REQUIREMENTS

• Minimum 5 years of commercial insurance experience required
• University degree preferred
• R.I.B.O license required
• Working towards C.I.P. or C.A.I.B. designation
• Superb interpersonal skills and attention to detail
• Ability to be a self starter with strong written and oral communication skills as well as organizational skills 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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