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Commercial Insurance Account Manager
2 months ago
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, and assisting producers in obtaining and maintaining business.
Key Responsibilities- Account Management: Manage a renewal book of business, working closely with producers and other staff to provide exceptional client service, marketing, and renewal support.
- Client Service: Initiate account planning with producers 100 days in advance of renewal, maintain a retention rate of 95% or higher, and provide same-day response times to clients and business partners.
- New Business Development: Develop new business from existing accounts and assigned leads, contributing to meeting departmental production goals and identifying cross-selling opportunities.
- Proposal Preparation: Prepare proposals for prospect and stewardship reviews for existing clients, ensuring accurate and timely servicing and billing of accounts.
- Risk Analysis: Review clients' current coverage and exposures, loss experience, and analyze risk to determine product/service requirements.
- Documentation: Maintain up-to-date EPIC workflow documentation and ensure workflows are followed.
- Client Relationships: Maintain positive working relationships with clients, staff, other departments, and offices.
- Experience: Minimum 5 years of commercial insurance experience required.
- Licenses: R.I.B.O. license required.
- Designations: C.I.P. or C.A.I.B. designation(s) preferred.
- Skills: Client development/relationship management experience, solid understanding of policy wordings/coverages, ability to mentor others, and strong negotiation skills.
- Education: Advanced skills in Outlook, Excel, Word, and EPIC.
Condominium Insurance Solutions is actively committed to supporting diversity, equity, and inclusion. We recognize and respect human differences and similarities, and we value the diversity of people. We 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.
