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Account Manager, Commercial Lines
4 months ago
We take a _**human approach to insurance**_._
- We staff and hire the very best. People who are professional, experienced, and genuinely focused on not just meeting, but exceeding the needs of our customers. We have a lot of fun and we are committed to being an employer of choice by providing employer paid benefits, on-site insurance education and all sorts of wacky themed staff celebrations throughout the year. Not to mention our annual ‘Dream’ program that awards four lucky employees with up to $10,000 each towards their dream, whatever it may be _
- We also happen to sell insurance want to work with us?_
**Account Manager, Commercial Lines**
Your knowledge and experience in commercial insurance combined with your attention to detail and customer service focus are the keys to success in the role of Account Manager. This role is responsible for providing support to the commercial lines team by processing policy documents, invoicing premiums, preparing cover letters, producing pink cards and certificates of insurance, schedules, claims reporting and maintaining file documentation.
**Key responsibilities include, but are not limited to**:
- Compiling renewal information, negotiating renewal terms and preparing all other aspects of renewals
- Comparing quote options for multiple carriers and presents coverage comparison as needed
- Ensuring renewals are completed 60 days in advance
- Reviewing policies to identify coverage gaps, makes recommendations based on clients’ operations, exposures and need
- Maintaining appropriate and clear documentation in agency management systems including policy details, activities and attachments, spreadsheets
- Assisting in negotiating renewal terms & developing growth
- Clearly understanding how their actions can positively or negatively affect relationship with our customers, carriers and coworkers
- Participating in ongoing scheduled meetings with team to discuss accounts, renewals and day to day service needs and opportunities
- Participating in seminars, classes and webinars for skill and knowledge developments
- Other duties and responsibilities as assigned
**LOCATION AND STATUS**
Ottawa, Ontario
Full-time, permanent
**QUALIFICATIONS**
- 3+ years of related and progressive experience in the insurance industry with a strong working knowledge of commercial insurance products
- Experience in an insurance brokerage
- Minimum of RIBO
- CIP designation or CAIB, or working toward is an asset
**VALUES & COMPETENCIES**
- High degree of professionalism and integrity
- Committed to excellence in customer service and builds strong relationships with clients
- Skilled user of the Microsoft Office Suite of products
- Experience with insurance document management software is an asset
- Demonstrated accountability and reliability in the quality and timeliness of work
- Flexible and adaptable with proven problem-solving skills
- Works well within a team and independently and able to adjust to tight and changing deadlines
- Critical thinker with strong attention to details
Smith Petrie Carr & Scott Insurance Brokers _is an equal opportunity employer and is committed to all forms of diversity in the workplace. All qualified individuals are encouraged to apply._
- Please be advised Rogers Insurance Ltd. and CapriCMW have merged to become Acera Insurance Services Ltd. _Smith Petrie Carr & Scott Insurance Brokers _as part of the Rogers Insurance Group of Companies, will also transition to become Acera Insurance. Over the next few months you will note that our documentation will be changing to reflect our new company name. Thank you for your patience during this transition._
**Job Types**: Full-time, Permanent
**Benefits**:
- Dental care
- Extended health care
- Paid time off
- Vision care
Schedule:
- Monday to Friday
**Experience**:
- Insurance: 3 years (preferred)
Licence/Certification:
- RIBO (required)
- CIP/CAIB (preferred)
Work Location: One location
