QUALIFICATIONS AND EXPERTISE THAT PAVE THE WAY FOR SUCCESS

• RIBO (Registered Insurance Broker of Ontario) license required
• Typically, 2+ years of industry or product line experience, preferably in a commercial risk setting
• Client-focused with the ability to deliver a positive customer experience
• Professional interpersonal and communication skills, both written and verbal
• Practical organizational and time management skills
• Responsive with a sense of urgency and ability to adapt to changing priorities
• Self-started with a genuine passion for new business and opportunities to close sales
• Team player with the ability to work collaboratively with internal and external stakeholders and clients

ABOUT THE ROLE

We are looking for an experienced Commercial Lines Account Manager with strong time management and organization skills to support our Small Medium Enterprise (SME) team. In this role, you will manage an assigned book of business and ensure client satisfaction. This is an ideal role for a team player who is detail-oriented and enjoys working with people, committed to delivering results on required deadlines.

WHAT YOU’LL DO

• Service and Sales – Meeting new and existing clients’ needs, including quotations, premium adjustments, endorsements; accepting and processing online quotes.
• Be accountable for a book of business; Function as one of the primary points of contact on accounts; responsible for maintaining key client and insurer relationships.
• Negotiate with insurers for coverage and prices that meet the client’s needs.
• Handle renewals, monitor the processing of policy documents, binders, certificates, and billings.
• Ensure Account Receivables are collected in a timely manner.
• Prepare and monitor insurance submissions, proposals, and summaries of insurance (when required).
• Advocate for clients during claims process; Engage claims team on critical claims matters.
• Fulfil new business growth and client retention.
• Support and promote cross-sell / up-sell initiatives.