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
PROFESSIONAL COMPETENCY :
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
POSITION REQUIREMENTS AND EXPERIENCE :
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)
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Over 25 years Industry Experience