Commercial Account Manager
2 weeks ago
Located in Vaughan, Ontario, isure is Canada’s fastest-growing online insurance brokerage, offering a wealth of insurance choices, features, and technologies provided by “leading big insurance companies” with the customization of service and advice of “leading insurance brokers.” We are proud recipients of IBAO’s Brokerage of the Year 2022 award, as well as voted one of IBC's XN Worldwide Insurance Awardees for Brokerage of the Year, 5-Star Brokerages and Top Insurance Employers of 2022.
Role and Responsibilities
- To quote and bind isure referrals and leads
- To service and grow the assigned book of small business accounts
- Be a strategic insurance resource in helping client grow their business
- To qualify prospects:
- Obtain all underwriting information including reviewing exposures and loss experience to determine risk qualifications and requirements
- Working with Insurer portals to obtain quotes
- Prepare Risk Marketing submissions where required
- Prepare and present prospect proposals
- Manage isure’s new client onboarding process
- To deliver exemplary client experience in isure key deliverables
- Responsible to review and approve client coverage including new business, endorsements and renewals.
- To advocate on behalf of our clients in all underwriting and claims negotiation
- Adherence to isure E&O and risk management protocols
- Pursue continuous learning technical and interpersonal skills
- Live the “ROCKiT” Values of isure.
- Adhering to the highest level of ethics and professional standards within the insurance industry
- Work effectively with the isure team.
Qualifications and Education Requirements
- 2 years insurance customer service or personal lines experience
- Previous sales experience an asset
- RIBO Licensed
- Working toward professional designations an asset (CAIB, CIP, CRM or equivalent)
Skills We Look For:
- Excellent written and verbal communication skill
- Strong organizational skills
- Strong customer service and caring attitude
- Goal oriented - meet & exceed sales and retention targets
- Technology focused - agile and adept at working with new tools & technology
- Attention to detail and demonstrated ability to multi-task
- Solid understanding of various insurance companies and their underwriting rules an asset
- Solid work experience with various insurance company portals an asset
- Experience with SIGXP will be an asset
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