Insurance Account Manager

7 days ago

Markham, Ontario, Canada Brown & Brown Insurance Full time

At Brown & Brown Canada, we're committed to delivering exceptional service to our clients. As a Client Service Associate, you'll play a vital role in managing our Private Client Team's book of business, ensuring seamless policy processing, and building strong relationships with clients and carriers.

Key Responsibilities:

  • Process policies, endorsements, and invoices, as well as issue certificates of insurance and manage claims reporting.
  • Build and maintain courteous relationships with clients and carriers to drive client retention.
  • Process and submit endorsements on carrier portals or liaise with direct underwriters.
  • Provide risk management advice to clients, ensuring they have the right insurance coverage and limits.
  • Identify coverage gaps and consult with leadership or producers to advise clients.
  • Contribute to growing the assigned book of business through account rounding and referrals.
  • Support marketing and sales teams as needed.
  • Adhere to agency guidelines, policies, and procedures.
  • Promote teamwork, knowledge sharing, and a positive attitude within the department.
  • Participate in training opportunities to stay current on industry information, new products, and technology.

Requirements:

  • 2+ years of insurance experience in dealing with High-Net-Worth clientele in Personal Lines (RIBO license required).
  • Knowledge of carriers operating in the high-net worth space and their offerings.
  • Strong organizational and verbal communication skills.
  • Proficient knowledge of Microsoft Office 365 products, including Outlook, Word, and Excel.
  • Efficient in TAM and/or EPIC.
  • Positive attitude and ability to multitask.

What We Offer:

  • Excellent growth and advancement opportunities.
  • Competitive pay based on experience.
  • Generous benefits package, including health, dental, and vision coverage.
  • Employee Stock Purchase Plan.

We are an Equal Opportunity Employer, committed to diversity and inclusion in our team.

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