Commercial Insurance Account Manager

3 weeks ago


Markham, Ontario, Canada Condominium Insurance Solutions Full time
Job Title: Commercial Insurance Account Manager

We are seeking an experienced Commercial Insurance Account Manager to join our team at Condominium Insurance Solutions. As a key member of our team, you will be responsible for managing a book of business, servicing clients in a courteous and professional manner, and assisting the producer in obtaining, maintaining, and expanding business.

Key Responsibilities:
  • Manage a renewal book of business and work closely with producers and other Condo Insurance staff on all aspects of client service, marketing, and renewal.
  • Initiate account planning with producers 100 days in advance of the renewal and maintain a retention rate of 95% or higher on your book of business.
  • Set clear expectations for clients and business partners by providing same-day response time and develop new business from existing accounts and assigned leads.
  • Prepare proposals for prospect and stewardship reviews for existing clients and manage account documentation, including routine inquiries, quotes, binders, statement of values, insurance contracts, endorsements, cancellations, etc.
  • Review client's current coverage and exposures, loss experience, and analyze risk to determine the product/service requirements and maintain up-to-date EPIC workflow documentation.
  • Ensure accurate and timely servicing and billing of accounts and participate actively in cross-sell campaigns and other initiatives as required.
  • Develop an increased knowledge of related insurance products and client needs and participate in training and professional development courses to enhance skills and industry knowledge.
  • Maintain positive working relationships with clients, staff, other Condo Insurance departments, and offices.
Requirements:
  • Minimum 5 years of commercial insurance experience required.
  • R.I.O. license required.
  • C.B. designation(s) preferred.
  • Solid understanding of policy wordings/coverages.
  • Ability to mentor others and proven negotiation skills.
  • Strong attention to detail, time management, problem-solving, and analytical skills.
  • Ability to be a self-starter with strong written and oral communication skills as well as organizational skills.
  • Advanced skills in Outlook, Excel, Word, and EPIC.

We are committed to supporting diversity, equity, and inclusion and value the diversity of people. We actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and LGBTQ2+ persons to apply. We are committed to providing accommodation upon request for applicants and employees with disabilities.



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