Commercial Lines Account Manager

Ives Insurance Brokers Ltd.; Toronto; On-site; CAD 60,000 - 90,000; Full time

Job summary

Ives Insurance Brokers Ltd. is seeking a Commercial Lines Account Manager to enhance client relationships and optimize policy management. In this role, you'll provide superior client service, manage accounts efficiently, and collaborate with the team to drive business growth. Ideal candidates will possess a RIBO license and excel in communication and problem-solving.

Qualifications

• Must hold a RIBO license; CAIB designation is preferred.
• Strong communication and problem-solving skills required.
• Ability to work accurately in fast-paced environments.

Responsibilities

• Provide exceptional client support and manage policy details.
• Upsell and cross-sell products effectively.
• Assist in business development and relationship management.

Skills

Communication

Problem-solving

Organizational skills

Efficiency

Technical proficiency

Education

RIBO license

CAIB or equivalent designation

Tools

MS Word

MS Outlook

BMS

Job description

Built with strong Essex-County roots, Ives Insurance prides ourselves on being there when our community needs us most. With offices spread throughout Essex-County and beyond, we're proud to serve our communities by providing industry leading customer service and care. Ives is a member of the Navacord Group, and we're proud to support them in their mission to, "build the great Canadian brokerage".

Our Waterloo team is excited to be adding a Commercial Lines Account Manager. Reporting to the Director of Commercial Lines, supports and develops the overall performance of their team, while maximizing efficiency and fostering an effortless client experience.

As a Commercial Account Manager , you'll be the go-to advisor for our clients, providing exceptional commercial account management and acting as the primary link between clients and insurance companies. In this role, you'll expertly guide clients through the details of their insurance needs while ensuring everything aligns with our brokerage's standards.

What You'll Do

• Client & Company Support : Answer inquiries from clients and insurance companies, delivering prompt and professional support.
• Policy Management : Handle endorsements, renewals, and policy updates with an eye for accuracy.
• Relationship-Building : Connect with clients to discuss renewals, provide quotes, and explore new business opportunities.
• Upsell & Cross-sell : Spot chances to recommend products that fit clients' needs.
• Claims & Billing Assistance : Help clients through claims and billing questions to make their experience as smooth as possible.
• Business Development : Prepare submissions and proposals for new and renewal business.
• Industry Engagement : Stay updated on rates, forms, and coverage changes and represent Ives Insurance at industry events.
• Teamwork & Support : Step in to assist coworkers during absences, vacation, and other times when coverage is needed.

What You Bring

• Licenses & Certifications : RIBO license required; CAIB or equivalent designation preferred, or a willingness to pursue it.
• Skills : Top-notch communication, problem-solving, and organizational skills.
• Efficiency : Ability to thrive in a fast-paced environment while maintaining accuracy.
• Tech Savvy : Comfortable using MS Word, Outlook, and BMS.
• Professionalism : Positive demeanor and appearance, with a commitment to confidentiality and high standards of ethics.

The Details

• Work Environment : Frequent use of electronic media.
• Local Travel : Occasional use of a personal vehicle for local travel may be required.

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