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WHAT WE OFFER:
- Great learning and growth opportunities
- Hybrid remote work flexibility
- A competitive compensation package
- Full Benefits Package
- RRSP Matching Program
- Professional Development Courses & Designations
- 100% tuition re-imbursement for business relevant courses and training
- On-site Fitness Facility
- A volunteer day to make a difference and give back to your community
- Vary days – including a day off for your birthday
POSITION OVERVIEW:
Our client is hiring for an experienced Client Manager, Commercial who is a knowledgeable expert advisor in commercial transportation insurance lines of business. The successful candidate will be responsible for managing a book of business, servicing clients in a courteous and professional manner, and assisting the producer in obtaining, maintaining, and expanding business.
RESPONSIBILITIES:
- Responsible for managing a renewal book of business
- Works closely with Producers and other brokerage staff on all aspects of client service, marketing, and renewal while adhering to the brokerage's best practices and standard procedures.
- Maintain a persistently high-level retention rate on your Book of Business
- Maintain a retention rate of 95% or higher on your Book of Business
- Set clear expectation for client and business partners by providing same day response time
- In collaboration with Producers; coordinate, support plans, discuss arising issues and create comprehensive plans for existing clients
- Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals. Identifies and follows-up on cross-selling opportunities when appropriate
- Responsible for the preparation of proposals for prospect and stewardship reviews for existing clients
- Manage account documentation (i.e., routine inquires, quotes, binders, statement of values, insurance contracts, endorsements, cancellations, etc.)
- Review client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirements
- Maintain up-to-date EPIC workflow documentation and ensures workflows are followed
- Ensure accurate and timely servicing and billing of accounts
- Participate actively in cross-sell campaigns and other initiatives as required
- Actively develop an increased knowledge of related insurance products and client needs
- May participate in or conduct client meetings when necessary
- Participate in training and professional development courses to enhance skills and industry knowledge
- Maintain positive working relationships with clients, staff, other departments and offices
REQUIREMENTS:
- Minimum 5 years of commercial transportation insurance experience required
- R.I.B.O. license required
- C.I.P. or C.A.I.B. designation(s) preferred
- Client development/relationship management experience
- Solid understanding of policy wordings/coverages
- Ability to mentor others and proven negotiation skills
- Strong attention to detail, time management, problem solving and analytical skills
- Ability to be a self starter with strong written and oral communication skills as well as organizational skills
- Advanced skills in Outlook, Excel, Word and EPIC
If you have what it takes, I want to hear from you!
Meredith Howell, PRC,
Your Insurance Placement Specialist
JOB-BORN Executive Search Inc.
Email: meredith@jobbornsolutions.com
Call or Text Me 647-766-1758
Book Your Appointment My Calendar Link
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JOB-BORN Executive Search Inc. is the most respected, successful, placement firm in Ontario that specializes in the Insurance Industry. Established in 1984, we are the highest rated "go to" recruitment consulting firm.
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