Commercial Account Manager

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

Job summary

A commercial insurance firm in Toronto is looking for experienced Commercial Insurance Brokers to manage a book of business while delivering top-notch client service. The role demands a minimum of 5 years of experience in commercial lines, along with a R.I.B.O license. Responsibilities include account management, client interaction, and insurance documentation. The company values diversity and offers opportunities for professional growth.

Benefits

Professional Development Courses & Designations

100% tuition reimbursement for business relevant courses

Great learning and growth opportunities

Qualifications

• 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.
• Ability to be a self-starter with strong communication and organizational skills.

Responsibilities

• Manage a book of commercial insurance business.
• Provide excellent customer service and maintain client relationships.
• Assess applications and calculate premiums.
• Review coverages and analyze risks for clients.
• Collaborate with producers on client service and marketing.

Skills

Interpersonal skills

Attention to detail

Organizational skills

Written communication skills

Oral communication skills

Education

University degree

R.I.B.O license

C.I.P. or C.A.I.B. designation

Tools

Outlook

Excel

Word

EPIC

Job description

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• 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.

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Business Development and Customer Service

Insurance

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