Commercial Account Manager

5 days ago

Stittsville, 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.

Our Perks

  • Flexible health and dental insurance benefits package
  • Personal spending amount for a healthy lifestyle
  • RRSP - Registered Retirement Savings Plan with company matching
  • ESPP - Employee Share Purchase Plan (TSX:IFC) program with matching aspect
  • 'Dress for your day' dress code
  • Competitive compensation package with bonus aspect
  • Employee discount program, including Apple, Bell, Rogers, and more
  • Paid Time Off in the form of: Personal days, Volunteer days, Exam/Study Time, Jury Duty, and starting at 3 weeks of vacation per year
  • Working for an employer recognized as one of Canada's best employers, such as Kincentric 2023

The Role

We're seeking a Commercial Account Manager to join our team in the Eastern Ontario Region, working out of our Stittsville Branch. As a key member of our billing team, you'll answer client calls regarding payments, control the flow of walk-in customers and callers, and provide assistance to the Commercial Insurance Account Executive.

Responsibilities

  • Be a part of the billing team – answer client calls regarding payments
  • Control the flow of walk-in customers and callers
  • Provide assistance to the Commercial Insurance Account Executive
  • Service Independent Business Unit accounts
  • Provide customers with prompt service by providing advice, helping customers understand insurance, discussing customer concerns
  • Receive and process all incoming Commercial paperwork
  • Assist with quotes to customers, review existing coverage, and update customer file information
  • Prepare documentation for insurers, complete applications for new clients, issue insurance certificates
  • Process endorsements, invoices, and follow up on payments
  • Communicate with Insurance companies, negotiate with underwriters on customers' behalf, negotiate renewal of terms, follow up with Adjusters on claims status
  • Source and obtain additional information requested by the underwriter and complete applications

Requirements

  • High School and/or Post-Secondary Education
  • 2-5 years' experience in an office environment
  • Commercial insurance experience an asset
  • RIBO License 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

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