Our client is one of the largest independent insurance brokerages in Canada and is committed to offering only the best commercial and personal insurance experience to its clients.
They are currently seeking a junior Commercial Account Manager to fully service and manage a mixed portfolio of smaller accounts. This is an ideal position for an account manager with 2-4 years' related experience who has worked quite autonomously on their accounts and who has decent exposure to various industry sectors and to the standard markets for smaller accounts, ideally coupled with experience with TAM and/or PolicyWorks.
Recognizing that human capital is a key driver to success and a competitive edge in today's performance-based economy, our client encourages an environment that supports professional, personal, and social development. They invest in the education of our people to further develop their talent and ensure every broker is equipped with the most up-to-date information and market trends. Their employees are some of the most knowledgeable brokers in the industry, providing comprehensive insurance advice to allow their clients to make informed buying decisions. With the, you can expect to benefit from mentorship of seasoned and passionate professionals; working with like-minded, results-driven team members, extraordinary clients, and being associated with a highly esteemed brand.
The incumbent will report to the Account Director with a dotted line to the Producer that he/she will be supporting. The successful incumbent will be responsible for maintaining a book of business, servicing client needs, and focus on new business production.
Responsible for managing a desk' consisting of a renewal book of business under 1 million in premium consisting of mostly smaller accounts.
In collaboration with Producers; coordinate, support plans, discuss arising issues and create comprehensive plans for existing clients
Responsible for the review and accuracy of policy documents prior to the delivery to the client
Responsible for the preparation of proposals for prospect and stewardship reviews for existing clients
Manage account documentation (i.e., routine inquires, quotes, binders, statement of values, insurance contracts, endorsements, cancellations, etc.)
Review client's current coverage and exposures, loss experience and analyze risk to determine the product/service requirements
Maintains up-to-date TAM workflow documentation and ensures workflows are followed
Ensure accurate and timely servicing and billing of accounts
Participate in actively in cross-sell campaigns and other initiatives as required
Actively develop an increased knowledge of related insurance products and client needs
Participate in training and professional development courses to enhance skills and industry knowledge
Maintain positive working relationships with clients, staff, other departments and offices
Minimum 2-4 years' commercial insurance experience
R.I.B.O is required and working towards C.I.P. or C.A.I.B. designation
Client development / relationship management experience
Superb interpersonal skills, presentation skills and attention to detail
Ability to be a self starter with strong written and oral communication skills as well as organizational skills
Advanced skills in Outlook, Excel, Word and TAM
Interested candidates, please contact Dan Canfield @ firstname.lastname@example.org/ 1-877 484 6711. If you are working with another DGA recruiter, feel free to ask them about this position.
Founded in 1986, DGA Careers specializes in providing insurance recruiting services to major insurers, insurance brokerage firms and independent adjusting firms. DGA Careers assists qualified professionals in claims, underwriting, sales, customer service, and more, connect with the Canadian insurance industry at all levels. We endeavour to respond to each applicant in a timely manner