Business Insurance Account Manager

2 weeks ago

Elmira ON, Canada PIB (Programmed Insurance Brokers Inc.) Full time

As a Business Insurance Account Manager within our Broker Service Division, your objective will be to exceed service standards with key focus on retention and growth targets for our Commercial Business clientele. We are looking for a dynamic and energetic, licensed, Commercial Business Service Broker interested in helping clients feel confident and appreciated with their business insurance policies with PIB. The role focuses on service with relationship building in collaboration with PIB’s Account Executive.

ABOUT US:

Programmed Insurance Brokers Inc. (PIB) is a leading full-service, multi-line insurance, and financial services agency, established in 1980. As a nationally licensed agency with access to a diverse insurance carrier market and investment firms, PIB offers unique insurance solutions and custom financial services that empower our clients with real choices. Our personalized approach, industry expertise, and commitment to integrity have helped us earn and retain our clients’ trust and confidence over the years.

No matter how small or how large your insurance or financial planning needs are - whether you have a personal or corporate need - we can help you find an insurance or financial solution that will work for you.

  • Wealth Management & Financial Planning
  • Commercial Business Solutions
  • Group Benefits & Group Retirement Services
  • Life Insurance & Living Benefits
  • Home & Auto Insurance

RESPONSIBILITIES:

  • Front line contact to assist our clients with all policy reviews and changes to coverage.
  • You will be the entrusted broker to enhance loyalty and client engagement with our brokerage.
  • Maintain and enhance relationships with our existing book of clients.
  • Negotiate and plan with client and carrier for optimal retention and satisfaction.
  • Participate in renewal reviews in conjunction with the Account Executive Team.
  • Capitalize on opportunities and foster leads throughout the service cycle. This will include identifying monoline clients, recommending additional coverages, and generating referrals.
  • Provide guidance and support to all branches coast to coast.

QUALIFICATIONS:

  • RIBO Licensed (preferred/must be able to obtain).
  • Service experience in the industry, ideally more than 3 years, servicing clients in a broker support role.
  • Experience in both the group insurance space as well as with affinity programs considered an asset.
  • Strong time management, communication, decision making, client relations.
  • Organized.
  • Flexible, collaborative, and proactive.
  • Must have the ability to effectively interface with clients and PIB team members.
  • Attention to detail.
  • Excellent computer skills and proficiency with broker management system (EPIC, TAM, Applied Rating Services)

BENEFITS AND BENEFITS:

  • You will enjoy a very competitive compensation model
  • A comprehensive employee group benefits package (health, dental, disability, life and travel)
  • Profit sharing and company pension
  • Flexibility within the role, hours, and office locations
  • Wellness Programs and Social Committee to provide team, family and individual collaboration and culture around strategic goals, fun, wellness, health and lifestyle
  • Committed to diversity, equity and inclusion

PIB is an innovative leader in the insurance industry. Our head office is in Elmira, ON, with subsidiary offices in London and Chatham, ON, Bedford, NS, and Edmonton, AB. Learn more at:

Navacord, and all our Broker Partners are actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply. We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs.

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