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Account Manager

2 weeks ago

Ottawa, Canada Gifford Carr Insurance Group Full time

**ABOUT GIFFORD CARR INSURANCE GROUP**

Our story dates to 1948. Delivering personal and business insurance solutions to our clients for over 70 years, Gifford Carr Insurance Group is built on a community-oriented foundation. An independent insurance brokerage licensed across Canada with offices located across Ontario, we are free from the constraints and self-interests of a large corporation. We have access to countless policies and plans, nationwide. We work for you.

We are dedicated to connecting with the right insurance partners to ensure our clients are protected. Our relationships with all the insurance partners ensure we can find the best coverage to protect you, our clients. As we continue to grow to support our local communities, our priorities remain the same - protecting what matters to you.

With over 70 years of experience, our knowledge and wisdom in the insurance industry sets us apart. We work to find the best solutions, and the best coverage available, for our clients. Trust us with what matters most. At Gifford Carr, we are on your team.

**JOB SUMMARY**

**CORE RESPONSIBILITIES**

**Client Service**:

- Maintain positive, long-term relationships with clients, insurance company representatives, and team members
- Provide value to clients by offering newly available coverages, identifying exposures, determining the appropriate solutions to those exposures, and advising the client.
- Communicate with clients including answering questions and reviewing policy changes.
- Educate clients about their coverages
- Review and send client endorsements and invoices
- Review and send insurance certificates

**Quoting and Reviews**:

- Function as first-line underwriters to qualify, maintain, and promote quality business
- Communicate and negotiate with underwriters on the client’s behalf
- Aid with quoting new business when required
- Perform insurer portal quoting or entry as required
- Review renewals and existing coverage for accuracy
- Negotiate renewal terms and identify, in collaboration with the Account Executive, if another insurance company may be a better fit
- Remarket accounts when required
- Source, obtain, and provide additional information requested by the underwriter
- Submit claims notices to insurance companies, follow-up with clients and adjusters regarding claims status
- Keep current with insurer updates and changes

**Support**
- Assist the Commercial Account Executive
- Follow-up on client payments
- Maintain current client files
- Additional responsibilities as it pertains to the insurance operations that may arise from time to time including assisting other team members and Account Managers with workload from time to time

**QUALIFICATIONS & EXPERIENCE**
- Experience as a Commercial Account Manager
- Active RIBO license
- Working knowledge of Epic and Policy Works is an asset
- Effective verbal and written communications skills
- Ability to work well under pressure with minimum supervision
- Commitment to positive team dynamic
- Excellent time management and organization skills
- High attention to detail and accuracy
- Ability to multi-task and respond to time sensitive deadlines

**LOCATION**: Ottawa/North Bay/Sudbury/Burlington