Commercial Lines Account Manager

Job Summary

Commercial Lines – Account Manager

Nacora Insurance Brokers Ltd.

Full-time

On site | Brampton, ON, Canada

The Opportunity

At Nacora Insurance Brokers Ltd., we value individuals who are eager to learn, grow, and excel. We are looking for professionals who want to be part of a team that encourages professional development, rewards performance, and fosters a culture of accountability and excellence. Our team is competitive, focused, and committed to delivering outstanding results—year after year.

Joining our Brampton office means you will work in a culture that supports your growth through regular feedback, skill development, and opportunities to advance your career. At Nacora, we don't just hire employees—we cultivate winners.

Key Responsibilities

• Manage a personal book of business, ensuring all client accounts are properly serviced and maintained.
• Handle inbound client inquiries, providing consultation and advice on policy changes, coverage options, and related insurance matters.
• Process policy changes, endorsements, renewals, cancellations, reinstatements, and other account servicing tasks accurately and in a timely manner.
• Prepare and process submissions, proposals, cover notes, certificates, invoices, and customer correspondence.
• Conduct risk analysis by reviewing clients' coverage, exposures, and loss experience to recommend appropriate products and services.
• Market accounts for new, renewal, and midterm changes; liaise with underwriters to negotiate terms and resolve outstanding issues.
• Collaborate with Producers and internal teams to develop strategies, address client issues, and create comprehensive insurance solutions.
• Review and ensure accuracy of policy documents prior to delivery to clients.
• Maintain up-to-date Epic workflows and ensure all documentation and procedures comply with company standards.
• Prepare and present proposals and stewardship reviews for new and existing clients.
• Manage account documentation including quotes, binders, statements of values, contracts, endorsements, and cancellations.
• Process renewals at least 60 days in advance and issue invoices/billing for client files.
• Provide Certificates of Insurance for commercial clients and quotes for new business (auto, property, fleet, etc.).
• Participate in cross-sell and retention campaigns, identifying opportunities to expand coverage or add new policies.
• Develop and maintain strong relationships with clients, underwriters, and carrier partners.
• Provide backup support to fellow Account Managers as needed to maintain seamless client service.
• Maintain accurate client communication records and ensure timely follow-ups on outstanding items.
• Issue pink slips, pull A+/MVR/Dash reports, and handle other administrative duties as required.
• Participate in training and professional development to enhance insurance product knowledge and client service skills.
• Demonstrate a positive and professional attitude, addressing client concerns calmly and effectively to ensure customer satisfaction.
• Be familiar with EPIC, Applied Rating, Billing/Transacting Agency Bill Accounts.

Experience/Qualifications

• Proven experience in managing commercial lines accounts effectively.
• Demonstrated ability to develop and achieve sales strategies and targets.
• Strong analytical skills to utilize data for identifying growth opportunities.
• Commitment to ongoing professional development and training.
• Excellent communication skills for preparing and presenting client proposals.
• Experience in conducting client account reviews to ensure satisfaction.
• Ability to collaborate and share best practices with team members.
• Strong networking skills to expand business opportunities effectively.
• Proficiency in identifying and mitigating risks for client accounts.
• Knowledge of industry trends and changes in commercial lines.