Commercial Account Manager

3 days ago


Ottawa ON, Canada BMS Group Full time

Excellent Opportunity for a Worldwide Growing Company BMS Canada Risk Services Ltd is looking for a Commercial Account Manager in the Ottawa Branch. This role will focus on a Mid-Market book, which will specialize with Construction Risks, Contractors, Realty and Trucking clients in OntarioAbout BMS:BMS is a dynamic, independent, global brokerage established in 1980, delivering specialist insurance, reinsurance, and capital markets advisory services. Our purpose is to help people, businesses and communities flourish and prosper in a world of risk.As a global brand with office located across Canada, US, Latin America, Australia, Europe and Asia; BMS Group maintains a strong local focus and understanding of market needs. Being independent gives our brokers the freedom to deliver the best solutions and combined with our collaborative team approach, single platform worldwide and renowned personal service, we are the independent broker of choice.What You’ll Do: Coordinate and communicate with Account Executive to develop a strategy for renewals and new businessAnalyse client coverage, exposures, and loss experience to determine risk requirements and any gaps in coverage and communicate with the Account Executive and client accordingly.Respond to client requests and inquiries in a timely and professional mannerRequest and process endorsements and review for accuracyAssist Account Executive with new business by preparing and processing new business including submissions, applications, proposals, comparison charts, spreadsheets, binders, certificates of insurance, liability slips, invoicing, preparing premium finance contracts, client letters, letters of authorizationsPrepare and process renewal business including remarketing submissions, proposals, presentations, comparison spreadsheets, binders, summaries, and certificates of insurance.Periodic in-person and virtual meetings with clients, insurance companies and colleaguesNegotiate and secure the most appropriate coverage and premium based upon client needs and availability in the marketplace for both new and renewal business.Report new claims and follow through to make sure everything is being handled appropriately to the client’s satisfaction (in conjunction with Account Executive) which may include follow-ups with the AdjustersBuild and maintain excellent relationships with insurance company underwriters, MGA’s, lawyers etc.Ensure that the Continued Education Hours for RIBO are up to date for each termWorking collaboratively with the commercial team with a focus on delivering the strategic goals/ vision of the brokerageOur Ideal Candidate will Bring:Minimum 5 years’ experience in a Commercial Account Manager Role (CSR)Professional Designation Required (RIBO)Strong knowledge of the EPIC system and MS Office Suite (Excel, Outlook, and Word)Strong verbal and written communication skillsAbility to work well independently and as part of a teamCustomer focused and service oriented.Strong analytical and problem-solving skills.Effective time management and organizational skills. Benefits: Monday to Friday Hybrid Work ScheduleFull BenefitsVacationSick DaysPaid Indoor ParkingRRSP Contribution with Employer ParticipationAnnual BonusGroup Profit Shares AvailableTuition Reimbursement



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