JOB-BORN Executive Search Inc.
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Progressive, growing and reputable brokerage with multiple locations, is family owned. Top notch leadership, where their clients and employees are always top priority. 
Their Burlington or Dunnville locations are looking for a professional Commercial Lines Account Manager.
  • Interaction and communication with commercial lines clients
  • Timely follow up and communication with clients and company partners 
  • Make coverage recommendations based on client profiles and assessments of client’s needs, discussing products offered while addressing needs and gaps in coverage
  • Policy endorsement changes 
  • Team environment, communication and working with internal staff regarding commercial lines business inquiries 
  • Know and understand the commercial lines business appetite of each of our company carriers
  • Monitor and follow up with all documentation requests made to clients and other parties 
  • Read and understand verbal and written instructions such as leases, contracts, legislation, monitoring, summarizing transactions
  • Ensure all renewal documentation is correct and delivered to the client within the prescribed time frames 
  • Know, understand, and work within the established policies, procedures, workflows and guidelines of the brokerage 
  • Attend training sessions and seminars as required
  • Occasionally provide guidance, instruction, and direction for others
  • Other duties as assigned
LOCATION: Burlington
  • Minimum 3 years experience
  • RIBO Licensed
  • CAIB courses or CIP a valued asset
  • Strong customer service skills: Exceptional conflict resolution, negotiation, and objection handling skills. A flexible attitude, with solid interpersonal skills.
  • Able to effectively communicate both orally and in writing
  • Effective working skills in MS office applications such as Word, Excel and e-mail based systems
  • Ability to navigate, extract information, and update Insurance Company portals
  • Proven accurate data entry and typing skills
  • Professional: customer service, appearance and manners
  • Familiarity of insurance regulations and ability understand written manuals and directives
  • Strong work ethic and positive team attitude
  • Able to work well under pressure
  • Strong attention to detail
Does this feel like a great opportunity for you! 
Let's connect!
Always on the Hunt for You !
Cristin Filipuzzi, PRCAIRS, Professional Recruiter Certification
JOB-BORN Executive Search Inc.
Recruiter for the Insurance Industry
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