Commercial Account Manager

Paisley Partners Inc.; Toronto; On-site; CAD 70,000 - 100,000; Full time

Job summary

Join a leading company in the commercial insurance sector as a Commercial Insurance Broker, where you will manage client relationships and business documentation while providing exceptional service. Ideal candidates should have significant experience in commercial insurance, a strong focus on client interactions, and relevant licensure. This role includes comprehensive benefits and professional development opportunities within a supportive environment.

Benefits

Competitive compensation package

Full Benefits Package

RRSP Matching Program

Professional Development Courses & Designations

100% tuition reimbursement for business relevant courses

Qualifications

• Minimum 5 years of commercial insurance experience required.
• Superb interpersonal skills and attention to detail.
• Ability to be a self-starter with strong written and oral communication skills.

Responsibilities

• Responsible for managing a book of business and maintaining client relationships.
• Review applications, bind coverages, and issue insurance certificates.
• Develop new business from existing accounts and assigned leads.

Skills

Interpersonal skills

Attention to detail

Communication skills

Organizational skills

Education

University degree preferred

R.I.B.O license required

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

Tools

Microsoft Outlook

Microsoft Excel

Microsoft Word

EPIC

Job description

WE OFFERGreat learning and growth opportunitiesA competitive compensation packageFull Benefits PackageRRSP Matching ProgramProfessional Development Courses & Designations100% tuition re-imbursement for business relevant courses and trainingGreat learning and growth opportunitiesPOSITION OVERVIEWPaisley 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.RESPONSIBILITIESResponsible 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 timeReview 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 proceduresInitiate Account Planning with Producer 100 days in advance of the renewalIn collaboration with Producers; coordinate, support plans, discuss arising issues and create comprehensive plans for existing clientsDevelops new business from existing accounts and assigned leads, and contributes to meeting departmental production goals. Identifies and follows-up on cross-selling opportunities when appropriateResponsible for the preparation of proposals for prospect and stewardship reviews for existing clientsMaintain up-to-date EPIC workflow documentation and ensures workflows are followedParticipate actively in cross-sell campaigns and other initiatives as requiredActively develop an increased knowledge of related insurance products and client needs May participate in or conduct client meetings when necessaryParticipate in training and professional development courses to enhance skills and industry knowledgeMaintain positive working relationships with clients, staffs, other departments and officesOther duties as assignedREQUIREMENTSMinimum 5 years of commercial insurance experience requiredUniversity degree preferredR.I.B.O license requiredWorking towards C.I.P. or C.A.I.B. designationSuperb interpersonal skills and attention to detailAbility to be a self starter with strong written and oral communication skills as well as organizational skills Skills in Outlook, Excel, Word and EPICNavacord 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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