Commercial Insurance Account Manager

6 days ago

Grande Prairie, Canada Pathfind Full time

Pathfind has partnered with a reputable insurance brokerage to fill their Commercial Account Manager position. As an Account Manager, you will work with the Sales Team and under the direction of the Senior Account Manager to plan, lead, and guide the growth, renewal, and servicing of accounts to contribute to the continued growth and operation of the brokerage.

Key Responsibilities:

  • Prepare pre-renewal letters, policies, endorsements, customer record books, bonds, certificates, cover notes, and cancellation requests.
  • Oversee the preparation of proposals, insurance binders, policy renewal documents, certificates of insurance, cover notes, pink cards, mortgage requests, and certificates.
  • Market, rate, and quote new and renewal complex risks.
  • Assist Sales Executives in obtaining necessary information for proper submission; distribute quotes, proposals, and policies.
  • Prepare customer account reconciliations.
  • Report all potential bad debts and take proactive steps to avoid Errors & Omissions.
  • Cross-sell or up-sell other products and services.
  • Accompany Sales Executive on client visits to assist in presentation of insurance proposal.
  • Respond to and address all client inquiries and requests in a timely manner.
  • Obtain and follow up on information concerning underwriting by completing/overseeing completion of brokerage applications.
  • Attend and participate in meetings and company functions.
  • Other related duties as assigned.

Requirements:

  • Must have a Level 2 General License.
  • 5+ years of experience in Commercial Lines.
  • Possesses a proactive approach when handling customers.
  • Excellent problem solver and thinks outside the box.
  • Experience working within a team environment.

The successful candidate must have legal authorization to work in Canada on a full-time basis for any employer. Pathfind is a full-service Talent Management firm, offering professional services in Executive Search, Leadership Coaching, and Career Transition/Outplacement. We are a proud partner of Career Partners International.

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