Commercial Account Manager - Hamilton 

Hybrid Option After Training

The Commercial Account Manager is responsible for helping maintain our existing book of business by assessing existing clients insurance needs, processing changes to clients policies, negotiating renewal terms, upselling coverage on existing policies and building relationships with our clientele

The Commercial Account Manager will:

-Assess the client’s business/commercial insurance needs (exposure identification) and obtaining quotations from insurers at both new business and renewal stages

-Using professional knowledge and expertise, assist clients in obtaining commercial insurance based on assessed needs

-Treat all clients in a fair, professional and friendly manner

-Provide professional insurance advice and guidance, including, but not limited to, advising on coverage options available in the marketplace

-Respond to client inquiries promptly via telephone and/or email (whichever the client prefers)

-Complete any client requests such as, but not limited to, policy changes, contacting 3rd parties to confirm coverage (i.e., lawyers, financial institutions, dealerships, etc.), and handling payment requests

-Gather any information requested by insurers, and correspond with insurers in a friendly and professional manner

-Act on clients’ behalf to ensure claims are handled quickly and fairly (acting as the client’s claims advocate) when it becomes necessary

-Ensure all applicable insurance company portals, as well as the broker management system, are fully documented after every client interaction

-Adhere to, without exception and at all times, the RIBO Code of Conduct. The broker must also have a comprehensive understanding of the RIBO definition of “Misconduct”

-Follow and adhere to instructions given by management, in particular file maintenance, collection of premiums, binding authority and workflow instructions

-Be in compliance with any and all provincial licensing requirements at all times, in particular those relating to continuing education credits

To be successful as a Commercial Account Manager in this role, you will Need:

-RIBO License is required

-Self-motivated individual with proven track record in service and sales

-Minimum 2 years' commercial lines account management/sales experience with experience in SME & Midmarket accounts

-Ability to work effectively with minimal supervision

-Commitment to customer service

-Excellent communication skills, verbal and written

-Knowledge of insurer portals and SigXP

-CAIB or CIP designation considered an asset

Have you got what it takes?  Let's Talk!

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