Summary 

The Commercial Lines Account Manager/ Customer Service Representative (AM/CSR) is responsible for front  facing client management with a focus on maintaining our client's high standards for service excellence. This  role will nurture key relationships with clients and be meticulous with the detailed work involved in managing a  portfolio of clients such as tracking policy changes, important deadlines, and legal regulations. Working in  concert with our client’s Account Executives, the AM/CSR will help customers understand their coverage,  assist them with any claims if required, and ensure all relevant data is properly tracked in our secure system. 

Responsibilities 

• Promptly respond to calls, e-mails and mail in a courteous and professional manner, ensuring  maintenance of our client’s high level of service.  

• Create and execute new business workflows in partnership with Account Executives. • Efficiently perform and implement the renewal process, including complete renewal reviews, making  recommendations. 

• Ensure that policy information is promptly and accurately entered into the policy management  software system to streamline workflow and help your team. 

• Review requests for Certificates of Insurance as required.  

• Accurately handle change requests and ensure risk management is prioritized.  

• Provide creative solutions for all accounts in your assigned portfolio- from simple to complex/large accounts- to meet the needs of the client.  

• Act as a front-line underwriter by working closely with clients to assess their insurance needs, ensuring  their qualifications and promoting sound business solutions.  

• Assist clients with reporting claims and follow up in a timely manner to maintain the high quality  service from our insurance partners.  

• Manage accounts receivables as required to ensure timely payments.  

• Work closely with Account Executives to identify additional lines of business and cross-sell  opportunities for your shared portfolio.  

• Provide back up coverage for the team as required.  

Knowledge, Skills & Abilities 

• RIBO licenced with 5+ years of experience in the insurance industry. 

• Working towards CAIB or CIP designation is an asset. 

• Computer savvy and proficient with the MS Office Suite of programs, especially Outlook, Excel & Word. • A team player with a strong work ethic and excellent oral and written communication skills. • Experience with PowerBroker and PolicyWorks would be an asset. 

• Strong attention to detail including strong organizational skills and the ability to prioritize/manage  workload under pressure with tight deadlines. 

• Change resilient, autonomous worker with the ability to problem solve with confidence.

This is a great opportunity and if you're a great person give me a call!