Commercial Lines Account Manager

Navacord Inc.; Sault Ste. Marie; On-site; CAD 55,000 - 75,000; Full time

Job summary

Navacord Insurance Services in Canada seeks a Commercial Account Manager to act as the primary liaison between clients and insurers, advising and advocating on commercial insurance matters while ensuring brokerage guidelines are followed.

The role handles endorsements, renewals, quotes, up-selling opportunities, and claims support, requiring a RIBO license and CAIB or equivalent, plus strong communication and organizational skills.

Qualifications

• RIBO license is required.
• CAIB or equivalent designation is required or intention to pursue.
• Excellent interpersonal, communication, organizational, and problem-solving skills.
• Ability to work in a fast-paced environment with a high level of accuracy.

Responsibilities

• Respond to client inquiries.
• Respond to insurance company inquiries.
• Process policy endorsements and review for accuracy when endorsements are made.
• Manage renewal reports and review for accuracy.
• Contact client to discuss renewals.
• Remarket policies when necessary.
• Identify opportunities to up-sell/cross sell.
• Provide quotes for clients when necessary.
• Quote prospects and complete new business applications when necessary.
• Provide binders/confirmation of coverage when necessary.
• Provide certificates when necessary.
• Notify clients of and process cancellations.
• Assist clients with billing/payment issues.
• Report claims and assist clients with claims resolutions.
• Prepare submissions for new business and renewals.
• Set up finance contracts.
• Keep current on rates, forms, coverage changes through bulletins, trade publications, and seminars.
• Back up co-workers during vacations/sick days/lunch breaks.
• Comply with both regulatory and internal guidelines.

Skills

Interpersonal skills

Communication

Organizational skills

Problem-solving

Education

CAIB or equivalent designation

RIBO license

Intention to pursue designation

Tools

MS Word

Outlook

BMS

Job description

Navacord Insurance Services is committed to providing exceptional service and expertise in the insurance industry. Our mission is to be the trusted partner for our clients, ensuring their needs are met with professionalism and integrity.

About the Role

The Commercial Account Manager is responsible for prompt, accurate, and courteous commercial account management. This role is the primary liaison between the client and the insurance company, acting as the advisor and advocate for the client in commercial insurance related matters while remaining in compliance with brokerage guidelines, procedures, and service standards.

Responsibilities

• Respond to client inquiries
• Respond to insurance company inquiries
• Process policy endorsements and review for accuracy when endorsements are made
• Manage renewal reports and review for accuracy
• Contact client to discuss renewals
• Remarket policies when necessary
• Identify opportunities to up-sell/cross sell
• Provide quotes for clients when necessary
• Quote prospects and complete new business applications when necessary
• Provide binders/confirmation of coverage when necessary
• Provide certificates when necessary
• Notify clients of and process cancellations
• Assist clients with billing/payment issues
• Report claims and assist clients with claims resolutions
• Prepare submissions for new business and renewals
• Set up finance contracts
• Keep current on rates, forms, coverage changes through bulletins, trade publications, and seminars
• Back up co-workers during vacations/sick days/lunch breaks
• Comply with both regulatory and internal guidelines

Qualifications

• RIBO license required
• CAIB or equivalent designation required or intention to pursue
• Excellent interpersonal, communication, organizational, and problem-solving skills
• Ability to work in a fast-paced environment with a high level of accuracy
• Professional demeanor and appearance
• Proficient in MS Word, Outlook, and BMS

This is for an existing posting

Navacord DOES NOT utilize artificial intelligence in the screening, assessment, or selection of applicants.

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 for this position.