Senior Account Manager

BrokerLink; Barrie; On-site; CAD 60,000 - 90,000; Full time

Job summary

A leading company in the insurance industry is seeking a Senior Account Manager in Barrie, Ontario, to enhance customer service quality. The successful candidate will leverage their experience in commercial insurance, assist clients, and manage documentation while enjoying a competitive compensation package and numerous perks.

Benefits

Flexible health and dental insurance benefits

Paid Time Off: Personal days, Volunteer days, 3 weeks vacation

Employee discount program including major brands

RRSP with Company matching

ESPP with matching

Competitive compensation package with bonus potential

Qualifications

• At least 5 years of commercial insurance experience, including property/casualty and automobile (preferred).
• RIBO Licensed; designations such as CIP, CAIB, CRM are assets.
• Ability to pass criminal and credit checks.

Responsibilities

• Provide assistance to the Commercial Account Executive.
• Provide prompt service to customers by offering advice and addressing concerns.
• Process endorsements, invoices, and follow up on payments.

Skills

Customer focus

Analytical skills

Organizational skills

Communication skills

Education

High School and/or Post-Secondary Education

Tools

MS Office

Job description

Being a part of BrokerLink means you live our values: to act with integrity, be respectful of others, have a customer-driven mindset, strive for excellence, and always treat others with generosity. These values drive our diversity and inclusion efforts to ensure a respectful and inclusive work environment.

We want like-minded individuals who want to provide the highest level of customer service and carry themselves with utmost professionalism.

We want to invest in you! Your success is our success, and our purpose of “we’re here to help people” motivates us to retain the amazing talent we attract for a long time. We aim to bring out the best in all our team members! We offer countless opportunities to grow in an environment that values our most important assets: you, our team members. With over 200 offices across Canada, ask us about our flexible work arrangements!

We are looking for a Senior Account Manager to join BrokerLink and work out of our Barrie or Aurora, ON office on a Permanent FT basis.

As part of our employee promise, here are some perks of working with us:

• Flexible health and dental insurance benefits package
• Personal Spending amount to invest in your healthy lifestyle
• RRSP - Registered Retirement Savings Plan with Company matching
• ESPP - Employee Share Purchase Plan (TSX: IFC) with matching
• Dress for your day: dress according to your schedule
• Competitive compensation package with bonus potential
• Employee discount program, including Apple, Bell, Rogers, and more!
• Paid Time Off: Personal days, Volunteer days, Exam/Study Time, Jury Duty, starting at 3 weeks of vacation per year
• Recognition as one of Canada's best employers, such as Kincentric 2024

What the Role Entails:

• Provide assistance to the Commercial Account Executive
• Provide prompt service to customers by offering advice, explaining insurance options, and addressing concerns
• Receive and process all incoming Commercial paperwork
• Assist with quotes, write new business, review existing coverage, and update customer files
• Prepare documentation for insurers, complete applications for new clients, and issue insurance certificates
• Process endorsements, invoices, and follow up on payments
• Communicate with insurance companies, negotiate with underwriters, and follow up with Adjusters on claims
• Source and obtain additional information requested by underwriters and complete applications

The Successful Candidate Will Have:

• High School and/or Post-Secondary Education
• At least 5 years of commercial insurance experience, including property/casualty and automobile (preferred)
• RIBO Licensed
• CIP, CAIB, CRM designations are assets
• Proficiency with MS Office programs, including Word, Excel, and Teams
• Strong customer focus
• Ability to handle multiple priorities effectively
• Strong analytical and organizational skills
• Excellent verbal and written communication skills
• Exposure to Epic is an asset
• Previous sales experience is an asset
• Ability to pass criminal and credit checks