Commercial Account Manager
4 days ago
BMS Group is a dynamic, independent global brokerage established in 1980, delivering specialist insurance, reinsurance, and capital markets advisory services. Our purpose is to help people, businesses, and communities flourish and prosper in a world of risk.
What We Do- Coordinate and communicate with Account Executives to develop strategies for renewals and new business
- Analyse client coverage, exposures, and loss experience to determine risk requirements and any gaps in coverage
- Respond to client requests and inquiries in a timely and professional manner
- Request and process endorsements and review for accuracy
- Assist Account Executives with new business by preparing and processing new business, including submissions, applications, proposals, comparison charts, spreadsheets, binders, certificates of insurance, liability slips, invoicing, preparing premium finance contracts, client letters, letters of authorizations
- Prepare and process renewal business, including remarketing submissions, proposals, presentations, comparison spreadsheets, binders, summaries, and certificates of insurance
- Negotiate and secure the most appropriate coverage and premium based upon client needs and availability in the marketplace for both new and renewal business
- Report new claims and follow through to make sure everything is being handled appropriately to the client's satisfaction (in conjunction with Account Executives)
- Build and maintain excellent relationships with insurance company underwriters, MGA's, lawyers, etc.
- Ensure that Continued Education Hours for RIBO are up to date for each term
- Work collaboratively with the commercial team with a focus on delivering the strategic goals/vision of the brokerage
- Minimum 5 years' experience in a Commercial Account Manager Role (CSR)
- Professional Designation Required (RIBO)
- Strong knowledge of the EPIC system and MS Office Suite (Excel, Outlook, and Word)
- Strong verbal and written communication skills
- Ability to work well independently and as part of a team
- Customer-focused and service-oriented
- Effective time management and organizational skills
- Monday to Friday Hybrid Work Schedule
- Full Benefits
- Vacation
- Sick Days
- Paid Indoor Parking
- RRSP Contribution with Employer Participation
- Annual Bonus
- Group Profit Shares Available
- Tuition Reimbursement
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