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Business Insurance Account Manager
2 months ago
About PIB
Programmed Insurance Brokers Inc. (PIB) is a leading full-service, multi-line insurance and financial services agency, established in 1980. As a nationally licensed agency with access to a diverse insurance carrier market and investment firms, PIB offers unique insurance solutions and custom financial services that empower our clients with real choices.
Our Approach
Our personalized approach, industry expertise, and commitment to integrity have helped us earn and retain our clients' trust and confidence over the years. No matter how small or how large your insurance or financial planning needs are - whether you have a personal or corporate need - we can help you find an insurance or financial solution that will work for you.
Our Services
We offer a range of services, including:
- Wealth Management & Financial Planning
- Commercial Business Solutions
- Group Benefits & Group Retirement Services
- Life Insurance & Living Benefits
- Home & Auto Insurance
About the Role
We are seeking a dynamic and energetic, licensed, Commercial Business Service Broker to join our team as a Business Insurance Account Manager. As a Business Insurance Account Manager, you will be responsible for:
- Front line contact to assist our clients with all policy reviews and changes to coverage.
- Enhancing loyalty and client engagement with our brokerage.
- Maintaining and enhancing relationships with our existing book of clients.
- Negotiating and planning with client and carrier for optimal retention and satisfaction.
- Participating in renewal reviews in conjunction with the Account Executive Team.
- Captitalizing on opportunities and fostering leads throughout the service cycle.
Qualifications
To be successful in this role, you will need:
- RIBO Licensed (preferred/must be able to obtain).
- Service experience in the industry, ideally more than 3 years, servicing clients in a broker support role.
- Experience in both the group insurance space as well as with affinity programs considered an asset.
- Strong time management, communication, decision making, client relations.
- Organized.
- Flexible, collaborative, and proactive.
- The ability to effectively interface with clients and PIB team members.
- Attention to detail.
- Excellent computer skills and proficiency with broker management system (EPIC, TAM, Applied Rating Services).
Benefits
We offer a competitive compensation model, comprehensive employee group benefits package, profit sharing and company pension, flexibility within the role, hours, and office locations, wellness programs and social committee to provide team, family and individual collaboration and culture around strategic goals, fun, wellness, health and lifestyle. We are committed to diversity, equity and inclusion and serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply.
