Commercial Account Manager
3 weeks ago
We are seeking a highly motivated and experienced Commercial Account Manager to join our team at Hub International Canada West ULC (Canada West). As a Commercial Account Manager, you will be responsible for interacting with commercial clients, maintaining professional business relationships with new and existing clients and insurers, and managing an entire book of business.
Key Responsibilities:- Provide exceptional client care as primary client service contact
- Respond to client requests directly, compiling information and submitting information to appropriate insurance companies and binding coverage where appropriate
- Participate in formal account reviews, assisting in account rounding and working diligently to provide value-added services for clients
- Prepare submissions in Policy Works and EPIC
- Prepare proposals, cover notes, client correspondence, certificates, and invoices as per agency standards
- Assist Account Teams with various administrative functions
- Review and prioritize all assigned tasks on a daily basis, including company mail, emails, abeyances/activities
- Maintain accuracy of electronic files that may be housed in EPIC, Policy Works, Certificate Exchange, and physical files as per agency standards
- Manage the Marketing of accounts, including new, renewal, and midterm changes
- Collect data from the client, create an expert submission to be presented, negotiate suitable rates and coverages with company underwriters, present account executives with best programs, and bind coverage
- Provide training and guidance to new Insurance Advisors on the team
- Other responsibilities as needed
- Self-motivated
- Strong sense of urgency
- Ability to provide measurable deliverables to Account Managers and clients
- Up to ten years of commercial experience as an Insurance Advisor
- Level 2 insurance license
- Good communication, problem-solving, and critical thinking skills
- Pro-active and a self-starter
- Commercial bonding experience is required
- Experience with marketing and assisting with client contacts on accounts within the book of business
- Confident to work independently without supervision
- Superior client service, presentation, and interpersonal skills
- A keen attention to detail
- Solutions-oriented and a critical thinker
- Work well in a fast-paced, client-focused environment
- Motivated to contribute within a team environment
- A competitive variable compensation structure, including base salary and commission
- A comprehensive benefits package, including extended health benefits, disability insurance, RRSP matching, paid-time-off benefits, and eligible bonuses for some positions
- A dynamic and supportive work environment
- Opportunities for professional growth and development
- A chance to work with a leading insurance brokerage
- We are a rapidly growing company with a strong presence in the insurance industry
- We offer a dynamic and supportive work environment
- We are committed to providing our employees with opportunities for professional growth and development
- We have a strong focus on client service and satisfaction
- We offer a competitive compensation and benefits package
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