Condos Account Manager

Gifford Carr Insurance Group; Ottawa; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading insurance brokerage in Ontario is seeking a dynamic Condo Account Manager/Executive to maintain relationships with clients and insurance companies. The candidate must excel in customer service, manage documentation, and possess strong communication skills. A RIBO license is required or must be obtained. This position offers the opportunity to actively prospect new business and deliver exceptional service.

Qualifications

• Experience in a Condo Program or property management.
• Ability to work well under pressure with minimum supervision.
• Commitment to a positive team dynamic.

Responsibilities

• Respond to client inquiries in a timely manner.
• Maintain long-term relationships with clients and team members.
• Submit claims notices and follow-up on status.

Skills

Experience working within a Condo Program or property management

Effective verbal and written communications skills

Excellent time management and organization skills

High attention to detail and accuracy

Ability to multi-task and respond to time sensitive deadlines

Education

Active RIBO license or willingness to obtain

Experience as a Commercial Account Executive

Tools

Epic

Policy Works

Job description

ABOUT GIFFORD CARR INSURANCE GROUP

Our story dates to 1948. Delivering personal and business insurance solutions to our clients for over 70 years, Gifford Carr Insurance Group is built on a community-oriented foundation. An independent insurance brokerage licensed across Canada with offices located across Ontario, we are free from the constraints and self-interests of a large corporation. We have access to countless policies and plans, nationwide. We work for you.

We are dedicated to connecting with the right insurance partners to ensure our clients are protected. Our relationships with all the insurance partners ensure we can find the best coverage to protect you, our clients. As we continue to grow to support our local communities, our priorities remain the same - protecting what matters to you.

With over 70 years of experience, our knowledge and wisdom in the insurance industry sets us apart. We work to find the best solutions, and the best coverage available, for our clients. Trust us with what matters most. At Gifford Carr, we are on your team.

JOB SUMMARY

Gifford Carr is looking to add to its Commercial Accounts team a dynamic, energic and team-oriented Condo Account Manager/Executive. The successful candidate will build and maintain positive, long-lasting relationships with clients, insurance company representatives and team members. The Condo Account Manager/Executive must be well organized and possess the ability to prioritize workflow while working with their team to provide outstanding customer service to our clients.

CORE RESPONSIBILITIES

• Respond to insurance company and/or client concerns/inquiries in a timely professionalmanner.
• Maintain positive, long-term relationships with clients, insurance company representatives and team members.
• Accurately complete all applicable documentation on technology platforms.
• Organize and prioritize work effectively with a sense ofurgency.
• Work independently and with theteam
• Communicate with clients including answering questions, reviewingpolicy changes and advising clients of the reasons recommended solutions are best for their organization
• Educateclients about theircoverages
• Review and send client endorsements andinvoices
• Review and send insurancecertificates
• Communicate and negotiate with underwriters on the client’sbehalf
• Source, obtain,and provide additional information requested by theunderwriter
• Submit claims notices to insurance companies, follow-up with clients and adjusters regarding claimsstatus
• Actively prospect new business.
• Close new business opportunities to meet goal as set annually.
• Up sell and cross sell additional product lines.
• Set payment terms and actively collect accountsreceivables.
• Problem solve and overcome salesobjections.
• Create renewal presentations and complete coverage reviews.
• Maintain and exceed clientexpectations.
• Collaborate with both Marketing and Serviceteams
• Keep current with insurer updates andchanges

QUALIFICATIONS & EXPERIENCE

• Experience working within a Condo Program or property management
• Experience as a Commercial Account Executive
• Active RIBO license or willing to obtain within 2 months of employment.
• Working knowledge of Epic and Policy Works is an asset
• Effective verbal and written communications skills
• Ability to work well under pressure with minimum supervision
• Commitment to positive team dynamic
• Excellent time management and organization skills
• High attention to detail and accuracy
• Ability to multi-task and respond to time sensitive deadlines