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This is an exciting opportunity to work with one of the leading Insurance companies in Canada. In this role as an Account Manager, you will report into the Branch Manager of a national team and oversee mid sized to large accounts mainly in eastern Canada and Maritimes (Atlantic provinces). ... The accounts are mainly construction/manufacturing businesses so having experience with them would be key to this role.
Job Responsibility:
Provide assistance to the Commercial Account Executive
Provide customers with prompt service by providing advice
Help customers understand insurance, discuss customer concerns
Receive and process all incoming Commercial paperwork
Assist with quotes to customers, write new business, review existing coverage and update customer file information
Prepare documentation for insurers, complete applications for new clients, issue insurance certificates
Process of endorsements, invoices, and follow up on payments
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
Requirements:
High School and/or Post Secondary Education
5 years commercial insurance experience including property/casualty and automobile preferred
Level 2 license is required
RIBO License is considered an asset
CIP, CAIB, CRM designation(s) would be considered as asset
MS Office programs, including Word, Excel and Teams is preferred
Exposure to Epic is an asset
Previous sales experience is an asset
Nice to have:
RIBO License
CIP, CAIB, CRM designation(s)
MS Office programs, including Word, Excel and Teams
Exposure to Epic
Previous sales experience
What we offer:
Flexible work arrangements - remote and hybrid options available
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