Insurance Account Manager
2 months ago
We're a leading insurance brokerage with a strong commitment to our values: integrity, respect, customer-driven mindset, excellence, and generosity. Our diverse and inclusive work environment is built on these principles, ensuring a respectful and inclusive space for all.
Job SummaryWe're seeking a Commercial Account Manager to join our Central Ontario Region team. As a key member of our team, you'll provide exceptional customer service, work closely with our Commercial Insurance Account Executive, and contribute to the growth and success of our business.
Key Responsibilities- Provide assistance to the Commercial Insurance Account Executive
- Service Independent Business Unit accounts
- Offer expert advice and guidance to customers on insurance matters
- Process and manage all incoming Commercial paperwork
- Assist with quotes, review existing coverage, and update customer file information
- Prepare documentation for insurers and complete applications for new clients
- Process endorsements, invoices, and follow up on payments
- Communicate with insurance companies and negotiate with underwriters on behalf of customers
- Source and obtain additional information requested by underwriters and complete applications
- Be part of the billing team and answer client calls regarding payments
- Manage the flow of walk-in customers and callers
- 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
- Flexible health and dental insurance benefits package
- Personal Spending amount to invest in your 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 according to your daily schedule
- 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 who is regularly recognized as one of Canada's best employers such as Kincentric 2022
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