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Commercial Account Manager
2 months ago
- You will prepare all client facing documentation including invoices, letters, policy documents,
certificates of insurance - Manage the file creation, organization of client documentation, and updating of Client activity logs
- Track and follow up Policy Documents to ensure received in a timely manner
- Administer our client renewal process
- Work closely with our Account Executives to service and manage all day to day activity, including establishing market risks for coverage placement
- Coordinate account services including review of documentation for routine policy changes,
additions, deletions, renewals or cancellations - Manage the placement of our small business accounts
- Communication with insurers as required to support the brokering function
If you require an accommodation for the recruitment /interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.
- 3+ years in a brokerage as an Account Manager/Customer Service Rep; knowledge of most
major markets - RIBO License required
- EPIC Experience preferred
- CAIB, CIP, CRM or equivalent (or working towards) an asset