Commercial Account Manager
4 weeks ago
Job Description
We are seeking a Commercial Account Manager to join our Union Power team in Hamilton.
The Commercial Account Manager is responsible for helping maintain our existing book of business by assessing existing clients insurance needs, processing changes to clients policies, negotiating renewal terms, upselling coverage on existing policies and building relationships with our clientele
The Commercial Account Manager will:
Assess the client’s business/commercial insurance needs (exposure identification) and obtaining quotations from insurers at both new business and renewal stages Using professional knowledge and expertise, assist clients in obtaining commercial insurance based on assessed needs Treat all clients in a fair, professional and friendly manner Provide professional insurance advice and guidance, including, but not limited to, advising on coverage options available in the marketplace Respond to client inquiries promptly via telephone and/or email (whichever the client prefers) Complete any client requests such as, but not limited to, policy changes, contacting 3rd parties to confirm coverage (i.e., lawyers, financial institutions, dealerships, etc.), and handling payment requests Gather any information requested by insurers, and correspond with insurers in a friendly and professional manner Act on clients’ behalf to ensure claims are handled quickly and fairly (acting as the client’s claims advocate) when it becomes necessary Ensure all applicable insurance company portals, as well as the broker management system, are fully documented after every client interaction Adhere to, without exception and at all times, the RIBO Code of Conduct. The broker must also have a comprehensive understanding of the RIBO definition of “Misconduct” Follow and adhere to instructions given by management, in particular file maintenance, collection of premiums, binding authority and workflow instructions Be in compliance with any and all provincial licensing requirements at all times, in particular those relating to continuing education creditsTo be successful as a Commercial Account Manager with Union Power Insurance Brokers, you will need:
RIBO License is required Self-motivated individual with proven track record in sales Minimum 2 years' commercial lines account management/sales experience with experience in SME & Midmarket accounts Ability to work effectively with minimal supervision Commitment to customer service Excellent communication skills, verbal and written Knowledge of insurer portals and SigXP CAIB or CIP designation considered an assetWhat's in it for you:
Learn by working alongside our experts Extended health care and dental benefits A retirement savings plan with company contributions A suite of Health & Wellness offerings Mental Health programs and support for you and your family Competitive compensation At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees, members and stakeholders.
About Union Power Insurance Brokers:
Our mission at Union Power Insurance Brokers is to provide professional and trusted insurance advice to members of Canada’s Building Trades Unions. We are committed to bringing our customers the best insurance protection for their assets at the lowest possible price.
Providing an inclusive, accessible environment, where all employees and clients feel valued, respected and supported is something we're committed to. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.
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Commercial Account Manager
1 week ago
Hamilton, Canada People Corporation Full timeWe are seeking a Commercial Account Manager to join our Union Power team in Hamilton. The Commercial Account Manager is responsible for helping maintain our existing book of business by assessing existing clients insurance needs, processing changes to clients policies, negotiating renewal terms, upselling coverage on existing policies and building...
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Commercial Account Manager
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Hamilton, Ontario, Canada People Corporation Full timeWe are seeking a Commercial Account Manager to join our Union Power team in Hamilton.The Commercial Account Manager is responsible for helping maintain our existing book of business by assessing existing clients insurance needs, processing changes to clients policies, negotiating renewal terms, upselling coverage on existing policies and building...
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Hamilton, Canada People Corporation Full timeWe are seeking a Commercial Account Manager to join our Union Power team in Hamilton. The Commercial Account Manager is responsible for helping maintain our existing book of business by assessing existing clients insurance needs, processing changes to clients policies, negotiating renewal terms, upselling coverage on existing policies and building...
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