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Commercial Account Manager

2 months ago

Oakville, Ontario, Canada BrokerLink Insurance Full time

Job Title: Commercial Account Manager

Job Description: We are seeking a highly motivated and customer-focused Commercial Account Manager to join our team in Southern Ontario Region.

At BrokerLink, we value integrity, respect, customer-driven mindset, excellence, and generosity. Our diversity and inclusion efforts ensure a respectful and inclusive work environment.

We want individuals who provide exceptional customer service, carry themselves with professionalism, and strive for excellence.

We invest in our employees' success, and our purpose of "helping people" motivates us to retain top talent. We offer opportunities to grow and value our team members.

We have over 200 offices across Canada, and we offer flexible work arrangements.

Key Responsibilities:

  • Control the flow of walk-in customers and callers
  • Provide assistance to the Commercial Insurance Account Executive
  • Provide customers with prompt service by providing advice, help customers understand insurance, discuss customer concerns
  • Receive and process all incoming Commercial paperwork
  • Assist with quotes to customers, review existing coverage, and update customer file information
  • Prepare documentation for insurers, complete applications for new clients, issue insurance certificates
  • Process endorsements, invoices, and follow up on payments
  • Communicate with Insurance companies, negotiate with underwriters on customers' behalf, negotiate renewal of terms, follow up with Adjusters on claims status
  • Source and obtain additional information requested by the underwriter and complete applications

Requirements:

  • High School and/or Post-Secondary Education
  • 2-5 years' experience in an office environment
  • Commercial insurance experience an asset
  • RIBO License an asset
  • Exposure to Epic is an asset
  • Previous sales experience is an asset;
  • Demonstrated ability to handle multiple priorities successfully;
  • Strong analytical and organizational skills;
  • Excellent verbal and written communication skills

About BrokerLink: We are committed to creating and maintaining an inclusive environment that values diversity and sees it as our strength. We want to foster a workplace that makes all our team members and customers feel welcome and appreciated.