Commercial Account Manager

2 months ago

Burlington, Ontario, Canada BrokerLink Full time

About BrokerLink

BrokerLink is a leading insurance brokerage firm that values integrity, respect, and customer-driven excellence. We strive to create a diverse and inclusive work environment where our team members can thrive.

Our Culture

We are committed to investing in our employees' growth and success. Our culture is built on the principles of professionalism, customer service, and teamwork. We offer a dynamic and supportive work environment that encourages collaboration and innovation.

The Role

We are seeking a highly skilled Commercial Account Manager to join our team. As a Commercial Account Manager, you will be responsible for:

  • Managing the flow of walk-in customers and callers
  • Providing assistance to the Commercial Insurance Account Executive
  • Providing customers with prompt service by offering advice and helping them understand insurance options
  • Receiving and processing all incoming Commercial paperwork
  • Assisting with quotes to customers, reviewing existing coverage, and updating customer file information
  • Preparing documentation for insurers, completing applications for new clients, and issuing insurance certificates
  • Processing endorsements, invoices, and following up on payments
  • Communicating with Insurance companies, negotiating with underwriters on customers' behalf, and negotiating renewal of terms
  • Sourcing and obtaining additional information requested by the underwriter and completing applications

Requirements

To be successful in this role, you will need:

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

What We Offer

We offer a competitive compensation package, including flexible health and dental insurance benefits, personal spending allowance, RRSP matching, and ESPP program. You will also have access to our employee discount program, paid time off, and a dynamic work environment.

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