Insurance Account Manager

5 days ago

Toronto, Ontario, Canada Purves Redmond Limited Full time

We are seeking a highly skilled Insurance Account Manager to join our dynamic team at Purves Redmond Limited in Toronto. In this role, you will be responsible for managing a book of Small Business Enterprise (SME) accounts and collaborating with our International Team.

About the Role:

  • Provide exceptional client service while managing a high volume of SME and International accounts.
  • Conduct thorough research and analysis to understand clients' operations.
  • Prepare renewal files 90+ days in advance, including loss runs and required documents.
  • Draft key insurance documents, such as Broker of Record letters, underwriting submissions, quote comparisons, renewal reports, binders, and policy summaries.
  • Assist with client proposals, reports, analysis, and presentations.
  • Ensure compliance with company workflows, including maintaining accurate records and client information in the broker management system.
  • Manage market placements and respond to client coverage questions and concerns.
  • Process policy amendments, cancellations, and follow-ups, including reviewing all insurance documents and endorsements for accuracy.
  • Oversee day-to-day account management, liaising with internal teams and clients.
  • Review insurance contract terms and indemnity provisions.
  • Foster strong relationships with clients and underwriters.
  • Coordinate issuance of invoices, premium finance quotes, Auto Liability Pink Slips/Cards, and Certificates of Insurance.
  • Track receivables to ensure timely collections.

Requirements:

  • 2-5 years of experience in insurance brokering or underwriting.
  • A valid Registered Insurance Brokers of Ontario (RIBO) license.
  • A commitment to outstanding client service.
  • Experience with broker management systems (e.g., EPIC).
  • Proficient with Microsoft Office Suite.
  • The ability to manage competing priorities and deadlines effectively under pressure.
  • Strong attention to detail and data with excellent organizational, communication, and problem-solving skills.
  • A self-motivated, eager to learn, and growth-oriented individual.
  • A team player with a collaborative approach.

About Us:

Purves Redmond Limited is a leading insurance brokerage firm committed to delivering exceptional service to our clients. We offer a competitive salary range of $80,000-$110,000 per year, depending on experience.

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