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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!
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