Account Manager, Commercial Lines

3 months ago


Saskatchewan, Canada HK Henderson Full time

THE ROLE

The Account Manager is responsible for managing a book of business, servicing clients in a courteous and professional manner, and working closely with the Advisor in obtaining, maintaining, and expanding business. In addition, the Account Manager is responsible for providing direction to the Associate and Account Administrators. As an Account Manager, you possess a solid understanding of commercial insurance and play a key role in the placement of insurance and leading the renewal process with clients. To excel, you are detail oriented, patient, conscientious, accommodating and a cooperative team worker.


WHAT YOU’LL DO:

• Most importantly, you will lead by example, live our values, and drive business relationships for

the company by providing exceptional customer service.

• Actively engaged in supporting the company's growth through internal team mentorship of

Associate and Account Administrators and external client relations.

• Delegate, develop, and coach the associate and account administrators to ensure timelines are being met.

• Work closely with Advisors and other service teams on all aspects of client service, marketing, and

renewal while adhering to HK Henderson's best practices and standard procedures.

• Communicate with Advisors on all incoming new claims, ensuring prompt responses from carriers, and maintain ongoing communication.

• Lead the process to acquire information for renewal, manage pre-renewal meetings, and initiate

Account Planning with Advisor 90 days in advance of renewal.

• Manage account documentation promptly and accurately including routine inquiries, quotes,

binders, statement of values, insurance contracts, endorsements, cancellations, etc.

• Continuously review client’s coverages, exposures and loss experience and analyze risk to

determine the product/service requirements in collaboration with the Advisor.

• Audit files and proactively identify and address potential issues to ensure E&O exposure

prevention.

• Accompany Account Executives and Advisors to prospect and client meetings as requested.

• Ensure accurate and timely servicing and billing of accounts.

• Maintain and update EPIC and ensure workflows are followed.

• Stay informed about industry trends, market conditions, and emerging risks.

• Actively develop an increased knowledge of related insurance products and client needs.

• Other duties as required.


WHAT WE REQUIRE:

• Demonstrated breadth across commercial insurance and depth with policy wording and coverage

within key industry sectors.

• Level 2 license or equivalent and relevant industry experience required: certificates, industry

programs, such as CIP, CRM and CAIB or working towards.

• Solid mentorship skills and teaming capability; the ability to lead and motivate, delegate, and rally colleagues.

• Ability to build and maintain lasting relationships with clients and key business partners

communicating both verbally and in written correspondences.

• A well-defined sense of diplomacy and business acumen with a focus on customer service and

overall client experience.

• Skills in analysis, problem solving, critical thinking, decision making, teamwork, communication,

innovation, and adaptability.

• Advanced skills in Microsoft Office Suite and internal Broker Management Systems (EPIC)



  • saskatchewan, Canada HK Henderson Full time

    THE ROLE The Account Manager is responsible for managing a book of business, servicing clients in a courteous and professional manner, and working closely with the Advisor in obtaining, maintaining, and expanding business. In addition, the Account Manager is responsible for providing direction to the Associate and Account Administrators. As an Account...


  • Saskatchewan, Canada, Canada HK Henderson Full time

    THE ROLEThe Account Manager is responsible for managing a book of business, servicing clients in a courteous and professional manner, and working closely with the Advisor in obtaining, maintaining, and expanding business. In addition, the Account Manager is responsible for providing direction to the Associate and Account Administrators. As an Account...


  • Fort Saskatchewan, Canada Drayden Insurance Ltd. Full time

    **DO YOU....** - have the ability and desire to deliver an outstanding client experience? - have demonstrated success in achieving sales targets? - seek out account development opportunities with existing clients? - build relationships with communities, through networking and service, and by supporting local businesses? - do well with structure and...


  • Fort Saskatchewan, Canada CWB Full time

    At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors.We do this by:Putting people first and building relationships with intention Seeking out and embracing new ideas Believing that how we do things is as important as what we do Role SpecificationsLocation: Edmonton 103rd Street Banking CentreCWB...


  • Fort Saskatchewan, Canada CWB Full time

    At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors.We do this by:Putting people first and building relationships with intention Seeking out and embracing new ideas Believing that how we do things is as important as what we do Roles SpecificationsLocation: Edmonton Main Banking CentrePut a new...


  • Fort Saskatchewan, Canada CWB Full time

    At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by:Putting people first and building relationships with intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doRole Specifications Location: Edmonton 103rd Street Banking CentreCWB...


  • Fort Saskatchewan, Canada CWB Full time

    At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by:Putting people first and building relationships with intention Seeking out and embracing new ideas Believing that how we do things is as important as what we do Role Specifications Location: Edmonton 103rd Street Banking...


  • Fort Saskatchewan, Canada CWB Full time

    At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by:Putting people first and building relationships with intention Seeking out and embracing new ideas Believing that how we do things is as important as what we do Roles Specifications Location: Edmonton Main Banking Centre Put...


  • Saskatchewan, Canada Long Lake Insurance Full time

    Company DescriptionLong Lake Insurance, established in 1996, is a full-service independent insurance brokerage serving clients in Saskatchewan, Manitoba, Alberta, BC and Yukon. The company takes pride in offering comprehensive insurance coverage at competitive rates by surveying the insurance market to find the best company for each client's needs. Long Lake...


  • Saskatchewan, Canada Long Lake Insurance Full time

    Company DescriptionLong Lake Insurance, established in 1996, is a full-service independent insurance brokerage serving clients in Saskatchewan, Manitoba, Alberta, BC and Yukon. The company takes pride in offering comprehensive insurance coverage at competitive rates by surveying the insurance market to find the best company for each client's needs. Long Lake...


  • Saskatchewan, Canada Long Lake Insurance Full time

    Company DescriptionLong Lake Insurance, established in 1996, is a full-service independent insurance brokerage serving clients in Saskatchewan, Manitoba, Alberta, BC and Yukon. The company takes pride in offering comprehensive insurance coverage at competitive rates by surveying the insurance market to find the best company for each client's needs. Long Lake...


  • Fort Saskatchewan, Canada Bunge Full time

    At Bunge, people don’t just come here to work, they come here to grow - solving challenges that directly impact the world with a diverse team of thinkers and doers. Bunge offers a strong compensation and benefits package, generous paid time off program and opportunity to progress. Most importantly, in all we do we live our values: - Act as One Team by...


  • Fort Saskatchewan, Canada Smith Insurance Service Full time

    Commercial insurance experience of 3 years required. Level 1 or 2 Alberta insurance brokers license required. **Job Types**: Full-time, Commission, Permanent **Salary**: $50,000.00-$70,000.00 per year **Benefits**: - Dental care - Extended health care - Paid time off - Vision care Flexible Language Requirement: - French not required Schedule: -...


  • Fort Saskatchewan, Alberta, Canada CWB Full time

    CWB, a bank built for business owners, is seeking an experienced professional to lead strategic business development objectives and build high-value portfolios of large commercial clients.Job DescriptionAbout CWB: At CWB, we strive to build value for our people, clients, and investors by putting people first, seeking new ideas, and believing in the...


  • Fort Saskatchewan, AB, Canada CWB Full time

    At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by:Putting people first and building relationships with intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doRoles SpecificationsLocation: Edmonton Main Banking Centre Put a new...


  • Fort Saskatchewan, Canada Farnese Insurance Brokers Full time

    **Farnese Insurance Brokers**.Setting a new standard! Farnese Insurance is an independently owned and operated brokerage located in Fort Sask, Alberta. At Farnese, we understand the value in having a great team, and offer a culture that supports work/life balance. We have made it a priority to ensure we offer the best to our brokers. Farnese Insurance also...


  • Saskatchewan, Canada, Canada Long Lake Insurance Full time

    Company DescriptionLong Lake Insurance, established in 1996, is a full-service independent insurance brokerage serving clients in Saskatchewan, Manitoba, Alberta, BC and Yukon. The company takes pride in offering comprehensive insurance coverage at competitive rates by surveying the insurance market to find the best company for each client's needs. Long...


  • Saskatchewan, Canada Long Lake Insurance Full time

    About Long Lake InsuranceEstablished in 1996, Long Lake Insurance is a full-service independent insurance brokerage serving clients across Saskatchewan, Manitoba, Alberta, BC, and Yukon.We pride ourselves on offering comprehensive insurance coverage at competitive rates by thoroughly surveying the insurance market to find the best company for each client's...


  • Saskatchewan, Canada HK Henderson Full time

    Job OverviewWe are seeking an experienced Commercial Insurance Risk Manager to join our team at HK Henderson.


  • Saskatoon, Saskatchewan, Saskatchewan, Canada HK Henderson Full time

    THE ROLE:The Manager, Personal Insurance is responsible for providing oversight and supervision to the Personal Insurance team to ensure the seamless execution of our personal insurance service strategy. In this role, you will be responsible for the development of team members and the continued growth of an assigned book of business.As a Manager, Personal...