Bilingual Account Manager (Commercial) - 8270 - IW-8270

Date of modification: October 15, 2021


Job number: IW-8270

Detail

Job title: Bilingual Account Manager (Commercial) - 8270

Location: Markham, Oakville, Ottawa, Toronto

Description

Title: Bilingual Commercial Lines Account Manager

Location: Oakville or Markham or Work From home

Key Responsibilities:

  • Cross sell and upsell existing clients, seeking to further increase book size
  • Support Account Executive(s) in preparing/conducting effective and successful presentations to prospective clients in order to meet annual sales/retention goals
  • Prepare all necessary new sales paperwork and submit for processing
  • Ensure that clients’ queries and requests are responded to in a professional and timely manner (internal & external)
  • Develop strong, effective relationships with clients (internal & external)
  • Proactively contact client in response to potential changes in the market or policy changes
  • Ensure that underwriting information is completely accurate and kept up to date
  • Prepare annual review reports, conducting client meetings to review the insurance program,

making appropriate recommendations for improvement, guaranteeing client is in best market

based on their personal needs

  • Organize all pre-renewal client material and documents
  • Prepare submissions to market in an efficient and timely manner
  • Request terms from markets and compare with alternates
  • Bind coverages and order policies
  • Prepare insurance binders, invoices, billing material and all other corresponding documentation, as required
  • Check and send out policy document

Requirements:

  • Current RIBO or AMF license or can have experience at an insurance company and looking to move to a brokerage
  • 1+ years experience in P&C insurance, commercial or personal
  • CAIB, CIP, CRM - Assets
  • High performance team player
  • Excellent verbal & written communication skills
  • Strong attention to detail & accuracy
  • Excellent organization skills
  • Ability to manage multiple tasks, and follow-up on uncompleted tasks
  • Works well under pressure

Compensation: Competitive Salary, Bonus, Benefits, Pension, Vacation, personal days, sick days

DGA Careers has been proudly serving the Canadian insurance industry for over 30 years, specializing in providing insurance recruiting services to major insurers, insurance brokerage firms and independent adjusting firms. With offices in Toronto, Vancouver, Montreal, Edmonton, and Calgary, DGA Careers is well positioned to conduct searches with a national scope. Our unrivalled professional network across Canada provides us with the ability to reach vital key influencers and passive candidates nationally.

 

Interested candidates please contact Maurice Reichberg at 416-868-6711 x.232 or forward your resume in confidence to maurice@dgacareers.com. If you are working with another DGA recruiter, feel free to ask them about this position.

Information

  • City: Oakville
  • Market segment: Commercial Insurance
  • Job Type: Full-Time
  • Education: RIBO
  • Expertise: Underwriting - Commercial , Customer Service - Commercial , Customer Service - Personal , Broker-Commercial , Broker-Personal
  • Minimum experience required: 1 to 2 Years

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