Client Manager - CL
JOB-BORN Executive Search
Markham, ON, Canada
9d ago

Responsibilities :

  • Market new business and renewals with select underwriters utilizing standard submission forms & creating specialized submissions
  • Manage the complete customer service experience for clients in the assigned book of business including handling general enquiries, managing policy changes, reviewing policy documents, reporting and following up on claims and processing certificates of insurance Brokerage standards and guidelines.
  • Prepare of insurance summaries, premium comparisons and other supporting documentation for clients
  • Ensure that all abeyances are properly managed to ensure clients receive policy documents and other information on a timely basis
  • Manage the assigned Client Assistants workload to ensure that documents are prepared on a timely basis
  • Monitor and meet all RIBO continuing education requirements
  • Assist with the collection of outstanding accounts receivables
  • Thoroughly document all client and underwriter communications in the Broker Management System (BMS).
  • Adhere to the policies and procedures outlined in the Commercial Lines Mid-Market Manual
  • Other duties as may be assigned

  • A positive and professional role model; represent and promote the company’s Mission, Vision and Values.
  • Maximize collaboration and cooperation between, and relationships with, all others and be willing to extend support to others.
  • Continuously improve and maximize professional and interpersonal skills, knowledge and attributes
  • Excellent organizational skills with an ability to prioritize, Detail oriented with strong written and verbal skills

    These experiences and competencies are the minimums required for success in this position.

    1. Education, Licensing and Experience Requirements :

  • Post-secondary Diploma / Degree is an asset
  • RIBO License in good standing
  • CAIB and / or CIP designation or demonstrated progress towards attaining certification
  • Minimum three years experience as a Commercial Lines Account Manager
  • 2. Core Competencies and Personal Attributes :

  • Positive and passionate attitude with a very strong customer service focus
  • Creative, innovative with solid organizational time management skills, accountable
  • Tolerant and resilient with an internal compass always pointed towards integrity
  • Strong knowledge and understanding of commercial insurance coverage
  • Above average Microsoft Office computer software skills and working knowledge of programs.Client Manager
  • Client Manager - CL (JOS000001320)

    Sound interesting. Let's chat.

    Over 25 years Industry Experience

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