Commercial Account Manager

7 months ago


Ottawa, Canada Halpenny Insurance Brokers Ltd. Full time

A Commercial Account Manager is responsible for managing client accounts and maintaining relationships with insurance companies and clients. The primary role is to ensure client satisfaction and retention by providing excellent customer service and effectively addressing insurance needs. You will play an integral role in providing excellent customer service throughout the entire customer journey.

**Responsibilities**:

- Building and maintaining strong relationships with clients to understand their insurance requirements
- Prepare and present clear and concise insurance proposals to clients, fully explaining the benefits and terms
- Assisting clients with policy renewals, modifications, and claims processing
- Analyzing client accounts to identify potential risks and recommend appropriate coverage solutions
- Upselling valuable optional coverages
- Collaborating with insurance underwriters to negotiate terms and conditions of policies
- Researching and keeping up-to-date with industry trends, regulations, and changes in insurance products
- Maintain accurate and organized client records and documentation in compliance with regulatory standards.
- Resolving client inquiries, concerns, and complaints in a timely and professional manner
- Collaborating with other internal departments, such as claims and underwriting, to provide client solutions

**Requirements**:

- Bachelor's degree in Business, Finance or a related field
- RIBO Licensed
- CIP Designation, or working towards CIP Designation
- Relevant experience in the insurance industry, preferably in an Account Manager role
- Strong knowledge of commercial insurance products, policies and coverage options
- Excellent communication and interpersonal skills to build and maintain client relationships
- Ability to analyze client needs and recommend solutions
- Attention to detail and strong organizational skills
- Proficiency in using insurance management software and computer systems
- Bilingualism (English and French) is an asset

**Benefits**:

- Halpenny Insurance Brokers Ltd. is proud to offer a wide array of benefits which include but are not limited to:

- Competitive Salary, Commission & Bonus Structure
- Employee Group Benefits, including Health & Dental, a wellness savings account, Group RRSP, etc.
- Personal and Professional programs that allow you to grow, learn and develop including on-demand e-learning programs and Tuition reimbursement
- Flexible and supportive Personal Days for employee or family illness, emergency etc.
- A collaborative working environment
- Educational assistance for industry designations
- Flexible Working Arrangements
- Supportive Management
- An Inclusive and Diverse culture

**Benefits**:

- Company events
- Dental care
- Disability insurance
- Extended health care
- On-site parking
- Paid time off
- RRSP match
- Tuition reimbursement
- Vision care
- Wellness program
- Work from home

Flexible Language Requirement:

- French not required

Schedule:

- Day shift
- Monday to Friday

Supplemental pay types:

- Bonus pay
- Commission pay

**Education**:

- Secondary School (required)

**Language**:

- English (preferred)

Ability to Commute:

- Ottawa, ON (preferred)

Work Location: In person



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