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Commercial Account Manager

2 months ago

Ottawa, Ontario, Canada BrokerLink Full time

About BrokerLink

At BrokerLink, we're committed to living our values of integrity, respect, customer-driven mindset, excellence, and generosity. These values drive our diversity and inclusion efforts to create a respectful and inclusive work environment.

Our Culture

We're looking for like-minded individuals who share our passion for delivering exceptional customer service and carrying themselves with professionalism. We invest in our employees' success, and our purpose of 'helping people' motivates us to attract and retain top talent.

Opportunities for Growth

We offer a dynamic work environment with countless opportunities to grow and develop your skills. Our flexible work arrangements and competitive compensation package make us an attractive employer in the industry.

The Role

We're seeking a Commercial Account Manager to join our team in Ottawa, working out of our Antares Branch. As a key member of our billing team, you'll be responsible for:

  • Answering client calls regarding payments
  • Controlling the flow of walk-in customers and callers
  • Providing assistance to the Commercial Insurance Account Executive
  • Servicing Independent Business Unit accounts
  • Providing customers with prompt service by offering advice and helping them understand insurance
  • Receiving and processing all incoming Commercial paperwork
  • Assisting with quotes to customers, reviewing existing coverage, and updating customer file information
  • Preparing documentation for insurers, completing applications for new clients, and issuing insurance certificates
  • Processing endorsements, invoices, and following up on payments
  • Communicating with insurance companies, negotiating with underwriters on behalf of customers, negotiating renewal of terms, and following up with adjusters on claims status

Requirements

The successful candidate will have:

  • High school and/or post-secondary education
  • 2-5 years' experience in an office environment
  • Commercial insurance experience is an asset
  • RIBO license is an asset
  • Exposure to Epic is an asset
  • Previous sales experience is an asset
  • Demonstrated ability to handle multiple priorities successfully
  • Strong analytical and organizational skills
  • Excellent verbal and written communication skills