Commercial Account Manager
2 weeks ago
Are you an insurance professional that would like to take your career to higher levels? Do you work well in a fast paced, client-focused environment? This is an excellent opportunity to grow and learn alongside a team of insurance experts to make a difference for our clients. This is an ideal role for a strong team player who is detailed oriented, enjoys working with people and a commitment to deliver results on required deadlines. This role will require a flexible individual to adapt to the growth of the business
What we offer
competitive wages with increases for successful completion of training
medical and dental benefits
an education reimbursement program
a corporate culture unlike any other
**The Role**: Commercial Account Manager
Summary of Position
As a Commercial Account Manager, you will interact with commercial clients, maintain professional business relationships with new and existing clients and insurers and manage an entire book of business. The Commercial Account Manager reviews and prepares the commercial client files, leads marketing efforts, and while evaluating and pricing the insured’s risk. Join the fastest growing Commercial Team in Canada with the opportunity to work remote from anywhere in Canada
**Responsibilities**:
Provide exceptional client care as primary client service contact
Respond to client requests directly (or indirectly from the Senior Account Manager/Account Executive and/or Marketer), compiling information and submitting information to appropriate insurance companies and binding coverage where appropriate
Participate in formal account reviews; assisting in account rounding and working diligently to provide value-added services for clients
Prepare submissions in Policy Works and EPIC
Prepare proposals, cover notes, client correspondence, certificates, and invoices as per agency standards
Assist Account Teams with various administrative function
Maintain accuracy of electronic files that may be housed in EPIC, Policy Works, Certificate Exchange and physical files as per agency standards
Manage the Marketing of accounts to include new, renewal, and midterm changes
Collect data from the client, create an expert submission to be presented, negotiate suitable rates and coverages with company underwriters, present account executives with best programs, and bind coverage.
Provide training and guidance to new Insurance Advisors on the team
Other responsibilities as needed
**Requirements**:
Self-motivated
Strong sense of urgency
Ability to provide measurable deliverables to Account Managers and clients
Up to ten years of commercial experience as an Insurance Advisor
Level 2 insurance license
**Qualifications**:
Good communication, problem solving and critical thinking skills
Pro-active and a self-starter
Commercial bonding experience is required
Experience with marketing and assisting with client contacts on accounts within the book of business
Confident to work independently without supervision
Superior client service, presentation and interpersonal skills
A keen attention to detail
Solutions oriented and a critical thinker
Work well in a fast paced, client-focused environment
Motivated to contribute within a team environment
The employment offer is contingent upon completion of a successful background check.
**WHAT DO WE VALUE? We are looking for those who believe in**:
Entrepreneurship - We encourage innovation and educated risk-taking
Integrity - We do the right thing every time
Teamwork - We work together to maximize results
Accountability - We measure and take responsibility for outcomes.
Service - We serve our clients, communities and colleagues
Why Choose HUB?
Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction
**We are the perfect fit if YOU**:
are seeking a progressive work environment at a rapidly growing organization
have a desire to help others protect their future
have an entrepreneurial spirit and are challenged by the opportunity to grow the business
are focused on learning and development to enhance your industry knowledge and expertise
are a self-starter willing to invest t
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