Senior Account Manager, Commercial Insurance
Broker Link
Guelph, ON, CAN
4d ago

Primary Responsibilities

  • Provide assistance to the Commercial Insurance Account Executives
  • Provide customers with prompt service by providing advice, help customers understand insurance, discuss customer concerns
  • Receive and process all incoming Commercial paperwork
  • Prepare documentation for insurers, complete applications for new clients, issue insurance certificates
  • Maintain spreadsheets and tracking of data for commercial accounts
  • Review existing coverage and update customer file information
  • Process of endorsements, invoices, and follow up on payments
  • Process Surety Bonds
  • Communicate with Insurance companies, negotiate with underwriters on customers behalf, negotiate renewal of terms, follow up with Adjusters on claims status
  • Source and obtain additional information requested by the underwriter and complete applications
  • Assist with quotes to customers and writing new business as needed
  • Skills and Experience :

  • High School and / or Post-Secondary Education
  • Minimum 5 years insurance industry experience, with extensive commercial lines experience;
  • Experience with Surety Bonds and serving Large General Contractors, serving large and mid-market commercial accounts;
  • RIBO License required;
  • CIP, CRM or FCIP or working towards is an asset;
  • Prior managerial experience is an asset;
  • Intermediate to advanced Excel skills
  • Exposure to EPIC is an asset;
  • Exposure to Policy Works is an asset;
  • Strong customer focus;
  • Previous sales experience is an asset;
  • Demonstrated ability to handle multiple priorities successfully;
  • Strong analytical and organizational skills;
  • Excellent verbal and written communication skills.
  • Apply
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