Insurance Account Manager

Leap Recruitment Partners; Vaughan; On-site; CAD 70,000 - 110,000; Full time

Job summary

Leap Recruitment Partners is seeking a Commercial Account Manager in Vaughan to join a growing insurance brokerage. You will manage a commercial book, nurture client and underwriter relationships, and ensure policy accuracy from inception to renewal.

We value strong communication, attention to detail, and ongoing professional development. A RIBO license and 2+ years of commercial insurance experience are required, with pursuit of CIP/CAIB/CRM assets encouraged.

Qualifications

• Active RIBO license is required.
• Minimum 2 years of commercial insurance experience.
• Pursuing CIP, CAIB, or CRM is an asset.
• Strong written, oral communication and presentation skills.

Responsibilities

• Manage a commercial book of business from inception to renewal and maintain client and underwriter relationships.
• Ensure policy documents are accurate and manage inquiries, quotes, binders, and statements of values.
• Review exposures and loss experience to ensure adequate coverage; negotiate renewals and remarket policies when needed.
• Handle inbound calls, client requests, policy changes, and paperwork such as vehicle pink slips and invoicing.
• Contribute to cross-sell and upselling campaigns and other business initiatives.
• Participate in stewardship reviews and present proposals for prospective clients with Account Executives.
• Engage in training and professional development to grow skills and industry knowledge.
• Maintain positive relationships with clients, staff, and insurance partners.
• Provide backup support to other Account Managers as needed.
• Achieve performance metrics as outlined by the Client Services Manager.

Skills

RIBO license

Commercial insurance experience

Communication skills

Detail-oriented

Self-starter

Education

College Diploma or Bachelor’s degree in Business Administration, Insurance, Risk Management, or related field

Job description

We are redefining how an insurance brokerage operates, challenging the status quo. Our strategy is anchored in combining people-driven expertise with cutting-edge technology to modernize the way we do business. We are looking for individuals who are experts in their field, with a line of sight into the future, and are eager to join a fast-growing, forward-thinking brokerage. We offer an environment where top talent thrives, equipped to deliver exceptional client experiences. Your professional and personal growth will flourish here!

As a Commercial Account Manager, you will play an integral role in the success of the brokerage. From handling daily requests to policy renewals, you’ll focus on building and nurturing relationships with both clients and underwriters.

Responsibilities

• Manage a commercial book of business, overseeing policies from inception to renewal while cultivating strong client and underwriter relationships.
• Ensure the accuracy of policy documents before delivering them to clients, and manage account documentation, including inquiries, quotes, binders, and statements of values. Review exposures and loss experience to ensure clients have adequate coverage. Negotiate renewals and, when necessary, remarket policies.
• Handle inbound calls, client requests, and policy changes, and manage additional paperwork, such as vehicle pink slips and invoicing.
• Contribute to cross-sell and upselling campaigns as well as other business initiatives.
• Participate in stewardship reviews with the team and/or clients for the existing book of business. Prepare and present proposals for prospective clients and collaborate with Account Executives to address potential issues.
• Take part in training and professional development courses to enhance skills and industry knowledge.
• Maintain positive relationships with clients, staff, and insurance partners.
• Provide backup support to other Account Managers as needed.
• Achieve performance metrics as outlined by the Client Services Manager.

Qualifications

• An active and in-good-standing RIBO license is required.
• Minimum 2 years of commercial insurance experience.
• Currently working towards any one of the following designations (CIP, CAIB, or CRM) is an asset.
• Strong written, oral communication, and presentation skills.
• High attention to detail with strong organizational abilities.
• A self-starter eager to grow with the organization.
• High-level proficiency with computer systems and programs.
• College Diploma or Bachelor’s degree in Business Administration, Insurance, Risk Management, or a related field.

At Leap we are an Equal OpportunityandAffirmative Action Employer. That means all applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. Leap will not tolerate any discrimination or harassment based on any of these characteristics. Leap encourages applicants of all ages.