Commercial Lines Account Manager

Oracle RMS Insurance Risk Management Services Inc.; Vaughan; On-site; CAD 52,000 - 65,000; Full time

Benefits offered by this job

Medical Benefits

Dental Care

Vision Care

Disability Insurance

Extended Health Care

RRSP Matching Program

Job summary

A dynamic insurance brokerage in Vaughan is seeking a Commercial Lines Account Manager. The role involves client relations, collaborating with Underwriters, and managing policy renewals. Ideal candidates will have 1-2 years of experience, excellent customer service skills, and a RIBO License. The company offers a supportive culture and comprehensive benefits including medical and RRSP matching.

Qualifications

• 1 to 2 years’ experience as a Commercial Lines Account Manager or CSR.
• Excellent customer service and communication skills.
• RIBO License is required.
• Superior organizational, verbal and written communication skills
• RIBO License (required)

Responsibilities

• Develop and maintain positive client relations.
• Collaborate with Underwriters daily.
• Process outstanding payments and banking information changes.
• Review property appraisal reports and identify recommendations
• Handle E-Docs/Renewal lists
• Manage client policy renewals and re-market existing clients when necessary
• Process outstanding payments and banking information changes
• Transact and invoice agency bill policy
• Follow up on abeyances daily
• Quote policy changes through CQ and company portals
• Assist Account Executives with renewals, policy changes and new business
• Problem solve and use appropriate judgment when assessing risk or issues

Skills

Customer service

Communication skills

Microsoft Office

Organizational skills

Under pressure

Organizational

Verbal & written communication

Education

RIBO License

Tools

Microsoft Office

Job description

Overview

Join to apply for the Commercial Lines Account Manager role at Oracle RMS Insurance Risk Management Services Inc.

At Oracle RMS, we are a fun, energetic, and fast-paced insurance brokerage growing with a need to fill new roles within the Oracle RMS family. Our unique culture encourages employees to enroll in higher education, webinars, and training for professional growth and qualify for more advanced positions in the company. Oracle RMS is Great Places To Work certified!

We hold an unwavering commitment to our clients, ensuring needs are exceeded at every turn. Our dedication is rooted in genuine care and concern for well-being. You’ll have the peace of mind knowing that we’ve got your future protected. We foster a culture of integrity, trust, collaboration, and growth where every employee is empowered to contribute, learn, and thrive together.

In This Role You Will Be Responsible For

• Develop and maintain positive client relations
• Carry a positive demeanor and outlook in client management and service
• Collaborate with Underwriters daily and maintain strong relationships
• Review property appraisal reports and identify recommendations
• Handle E-Docs/Renewal lists
• Manage client policy renewals and re-market existing clients when necessary
• Process outstanding payments and banking information changes
• Transact and invoice agency bill policy
• Follow up on abeyances daily
• Quote policy changes through CQ and company portals
• Assist Account Executives with renewals, policy changes and new business
• Problem solve and use appropriate judgment when assessing risk or issues

Qualifications

• 1 to 2 years’ experience as a Commercial Lines Account Manager / CSR
• Excellent customer service, communication and computer skills with Microsoft Office experience
• Ability to work as part of a team and work well under pressure
• Superior organizational, verbal and written communication skills
• RIBO License (required)

Benefits

• Medical Benefits
• Dental Care
• Vision Care
• Disability Insurance
• Extended Health Care
• RRSP Matching Program

Oracle RMS fosters a vibrant and supportive company culture with a dynamic environment where employees can thrive both professionally and personally. The company hosts events to build community and camaraderie. Benefits include RRSP matching, an Employee Assistance Program (EAP), tuition reimbursement, and access to an onsite gym to support work-life balance.

Salary will be commensurate with experience. We thank all applicants but only those being considered will be contacted. Oracle RMS is an equal opportunity employer; applicants from all backgrounds are welcome. Persons who require accommodation during the recruitment process may indicate so on their application.

Persons who require accommodation during the recruitment process may indicate such upon applying.