Commercial Lines Account Manager

Commercial Lines Account Managers work in partnership with Commercial Producers and group members to provide attentive, effective client service, reinforcing and developing the client/broker relationship.

**RESPONSIBILITIES**:
**Practice Group Contribution includes**:

- Liaise with Practice Leader and consult where needed with other practice group members.
- Share Insurer and product information with all group members, manager, producers & partners.
- Establish and develop rapport and strong working relationships with underwriters and insurance company representatives.

**Responsibility for assigned client portfolios includes**:

- Negotiation and placement of new business, renewals and remarkets.
- Organization, presentation and/or delivery of materials to underwriters including any necessary overview to ensure their valid interpretation of the risk.
- Provide formal binding/renewal instructions to underwriters upon advice from producer for agreed upon coverages remembering that time is of the essence. Issue binder of insurance pending receipt of formal policy, invoice & abeyance files and follow up for policies.
- Evaluate marketing submissions including making suggestions and/or recommendations for revisions to specifications if warranted. Complete review and analysis of quotations received. Provide comparisons to the producer, highlighting enhancements and/or limitations for renewals in order for the producer to proceed with the development of presentations to new and existing clients, including creating comparison spreadsheets as needed.
- Record new business activity in monthly quote logs and update as required.
- Issue finance quotes/contracts when required.
- Order endorsements from insurers when producer or client requests changes to policies.
- Invoice and check the endorsement when it comes in.
- Take calls from clients and deal with queries as fully as possible before referring to the producer in order to build and reinforce the service relationship with the client.
- Issue certificates of insurance as requested, with copies to insurer and file.
- Respond to lienholder/lessor/mortgagee requests for copies of insurance policies.
- Detailed documentation of all calls, correspondence and transactions in the system.
- Provide back up for the producer and for other commercial group and claims representatives by taking necessary information from callers/visitors.

**General Responsibilities**
- Assist in updating the marketing files and information on the computer system.
- Assist with balancing of portfolios, with attention given to market share, mix of business and particular appetites of various Insurers
- Diligent observation of and respect for RIBO Code of Conduct and Privacy policy and procedures in place, in all aspects of professional conduct
- Contribute and maintain professional atmosphere and appearance of the office.
- Participate in continuing education programs as available (also required by RIBO).
- Other projects and/or duties as needed and requested by management.

**QUALIFICATIONS**:

- Experience with insurance software is required, Experience with Acturis is an asset
- RIBO license is required
- Excellent communication and interpersonal skills
- Existing knowledge of insurance products, industry regulations and underwriting processes is an asset
- Proficient in Microsoft Office

FCA Insurance Brokers is an equal opportunity employer. Should you require an accommodation for any part of the recruitment process (including alternate formats of materials, accessible meeting rooms, etc.), please let us know and we will work with you to meet your needs.

**Job Types**: Full-time, Permanent

**Benefits**:

- Company events
- Employee assistance program
- Flexible schedule
- RRSP match
- Vision care

Schedule:

- Monday to Friday

Work Location: Hybrid remote in Toronto, ON M5C 2C5