JOB-BORN Executive Search Inc.
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Job ID - 47389
* looking for someone who handle large complex commercial accounts (i.e. $100K - $1M premium size), including international exposures, D&O, E&O, cyber coverages etc. It is a purely service role (i.e. no sales), with support from centralized marketing, claims & administration team. The book of business is approximately $5M in premium with 22 clients, and working with 2-3 producers. The average book size would be $4-5M. The average account size is $25-$150K and some up to $500K. *
Commercial Enterprise Account Manager - OAKVILLE 
Our Client is one of Canada's leading independent insurance brokerages possessing uniquecommercial insurance expertise in several industry niche markets, as well as private client insurance andcorporate group benefits consulting. This Company offers specialized services ranging from global insuranceplacement to innovative risk management strategies.
Position Summary & Objective:
 The Commercial Enterprise Account Manager will be responsible for the renewal cycle of an
account. Principally to advise the client on matters of coverage and pricing, to place the client’s
risks with the most suitable market on a timely basis and to ensure the accuracy and integrity of
documents and data according to the workflows of the brokerage.
Essential Functions:
 Cross sell and upsell existing clients, seeking to further increase book size
 Solicit additional business from existing client base, and gain referrals to new prospects
 Support Account Executive(s) in preparing/conducting effective and successful presentations to
prospective clients in order to meet annual sales/retention goals
 Work in accordance with Account Executive(s) in formulating accurate and competitive quotes for
potential new clients
 Round out accounts
 Prepare all necessary new sales paperwork and submit to AA’s for processing
Customer Service
 Ensure that clients’ queries and requests are responded to in a professional and timely manner
(internal & external)
 Develop strong, effective relationships with clients (internal & external)
 Ensure that the brokerage’s service standards are upheld
 Work in a team environment alongside Producers and Account Administrators
 Proactively contact client in response to potential changes in the market or policy changes
 Act as an advocate on behalf of our clients to the insurance carriers
Marketing accounts
 Ensure that underwriting information is completely accurate and kept up to date
 Prepare annual review reports, conducting client meetings to review the insurance program,
making appropriate recommendations for improvement, guaranteeing client is in best market
based on their personal needs
 Organize all pre-renewal client material and documents
 Request terms from incumbent markets and compare with alternates, ensuring market aligns with
client goals
 Where an account is being marketed, prepare submissions to provide Centralized Marketing
Manager in an efficient and timely manner
Binding Coverage
 Bind coverages and order policies
 Prepare insurance binders, invoices, billing material and all other corresponding documentation, as
 Check and send out policy documents
Additional Duties:
 Arrange premium financing quotes & contracts
 Prepare & issue certificates of insurance
 Order, check & issue endorsements
 Maintain an ongoing working knowledge of all available carriers and products
 Actively participate in continued learning programs or training
 Attend company functions
 Develop relationships and correspond with commercial insurance underwriters
 Assist clients with completion of applications
 Attend to receivables
What you bring to the table:
- minimum 5 years industry experience 
- Ability to speak French would be viewed as an asset- RIBO License required, CAIB, CIP, & CRM is an asset- Proficiency in EPIC, advanced MS Office & Excel- Working experience of Compuquote, & CompanyPortals is a definite asset
 Bonus Incentives
 Vacation Days
 Personal Days & Birthday
 Sick Days
 Group Benefits Plan
 Registered Retirement Savings & Pension Plan
 Education Reimbursement
INTERESTED!  Call me for a Chat!  519-404-7157


Ashley Torti, Insurance RecruiterJOB-BORN Executive Search


BIG ENOUGH TO SERVE YOU …small enough to know you

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