Insurance Account Manager

4 months ago


Waterloo, Canada SLS Insurance Brokers Ltd Full time

Dynamic firm with a diverse client portfolio specialized in Commercial Insurance, Niche and Speciality Lines. The immediate role is to support the President and Owner of the firm in managing Transportation Insurance both small-mid-sized accounts and larger clients.

**Title: Commercial Account Manager**

**Location**: Waterloo, ON - In Office

**Company**: SLS Insurance, a leading insurance brokerage dedicated to transportation and commercial business insurance

**Position Overview**:
Build and maintain trusting business relationships with commercial clients within the transportation industry, providing advice and tailored insurance solutions that safeguard their assets and operations while achieving sustained business growth for SLS Insurance Brokers.

**Key Responsibilities**:

- Manage a portfolio of commercial insurance accounts to meet client needs and requirements, serving as the primary point of contact.
- Develop and maintain strong relationships with clients, understanding their unique insurance needs and providing tailored solutions to meet their expectations.
- Analyze client risks and exposures, recommending appropriate insurance coverage and risk management strategies.
- Negotiate insurance terms and conditions with our top-rated insurance carriers on behalf of clients, ensuring competitive pricing and comprehensive coverage.
- Handle client inquires, requests and claims promptly and professionally, providing timely resolution and attentive customer service.
- Coordinate the renewal process for client accounts, including gathering renewal information, preparing renewal presentations.
- Collaborate with internal term members to ensure client needs are met seamlessly.
- Keep abreast of industry trends, market conditions, and regulatory changes affecting commercial insurance, and communicate relevant updates to clients and internal teams.
- Maintain accurate and up-to-date records of client interactions, documentation and reports using company systems and tools.

**Requirements**:

- In office role
- Degree or Diploma in insurance is preferred.
- RIBO designation in good standing. Additional industry qualifications such as CAIB, CIP, CRM would be an asset.
- Knowledge of long-haul trucking and specialty products, such as Cyber, D&O, E&O, Bonding would be advantageous.
- Excellent verbal and written communication skills.
- Proficiency in using Mac systems, Gmail, Excel and Word.
- Strong organizational skills and attention to detail.
- Highly creative in structuring product proposals and documentation.
- Highly efficient and able to adapt to changing requirements.
- Willing to learn new ways of working and has a growth mindset.
- Able to work onsite in the office five days a week to enable closer team collaboration.

**Perks**
- Flexible spending account for health and wellness benefits
- Modern and cozy workplace with state-of-the art technological equipment
- Collaborative and inclusive work environment
- Casual dressing
- Company events
- **Equal Opportunity Employer**_

**Job Types**: Full-time, Permanent

Pay: $60,000.00-$80,000.00 per year

**Benefits**:

- Casual dress
- Company events
- Dental care
- Disability insurance
- Extended health care
- Flexible schedule
- Life insurance
- On-site parking
- Paid time off

Flexible Language Requirement:

- French not required

Schedule:

- 8 hour shift

Supplemental pay types:

- Bonus pay

**Experience**:

- Insurance: 1 year (required)

Licence/Certification:

- RIBO License (required)

Work Location: In person



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