Commercial Lines Account Manager
- Sudbury, ON, Canada
$60,000 to $80,000 CAD / year · Full-time
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Job details
- Pay
- $60,000 to $80,000 CAD / year
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
About the Company
Navacord Insurance Services is committed to providing exceptional service and expertise in the insurance industry. Our mission is to be the trusted partner for our clients, ensuring their needs are met with professionalism and integrity.
About the Role
The Commercial Account Manager is responsible for prompt, accurate, and courteous commercial account management. This role is the primary liaison between the client and the insurance company, acting as the advisor and advocate for the client in commercial insurance related matters while remaining in compliance with brokerage guidelines, procedures, and service standards.
Responsibilities
- Respond to client inquiries
- Respond to insurance company inquiries
- Process policy endorsements and review for accuracy when endorsements are made
- Manage renewal reports and review for accuracy
- Contact client to discuss renewals
- Remarket policies when necessary
- Identify opportunities to up-sell/cross sell
- Provide quotes for clients when necessary
- Quote prospects and complete new business applications when necessary
- Provide binders/confirmation of coverage when necessary
- Provide certificates when necessary
- Notify clients of and process cancellations
- Assist clients with billing/payment issues
- Report claims and assist clients with claims resolutions
- Prepare submissions for new business and renewals
- Prepare proposals
- Set up finance contracts
- Keep current on rates, forms, coverage changes through bulletins, trade publications, and seminars
- Back up co-workers during vacations/sick days/lunch breaks
- Comply with both regulatory and internal guidelines
Qualifications
- RIBO license required
- CAIB or equivalent designation required or intention to pursue
- Excellent interpersonal, communication, organizational, and problem-solving skills
- Effective time management skills
- Customer service driven
- Ability to work in a fast-paced environment with a high level of accuracy
- Professional demeanor and appearance
- Proficient in MS Word, Outlook, and BMS
This is for an existing posting
Navacord DOES NOT utilize artificial intelligence in the screening, assessment, or selection of applicants.
Navacord is actively committed to support diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply. We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs for this position.
More about this job
Responsibilities
Manage commercial insurance accounts by responding to client and insurer inquiries, processing endorsements, coordinating renewals, and preparing quotes, proposals, and new business submissions. Support clients with coverage documentation, cancellations, billing, and claims while identifying sales opportunities and following regulatory and brokerage guidelines.
Requirements
A RIBO license is required, along with a CAIB or equivalent designation, or an intention to pursue one. Candidates should have strong communication, organizational, time-management, and problem-solving skills, a customer-service focus, accuracy in a fast-paced environment, and proficiency in Microsoft Word, Outlook, and BMS.
Skills
- Client Service
- Commercial Account Management
- Renewal Management
- Insurance Quoting
- New Business Applications
- Upselling And Cross-Selling
- Claims Assistance
- Client Communication
- Problem-Solving
- Organization
- Time Management
- Accuracy
- Microsoft Word
- Microsoft Outlook
- Broker Management System (BMS)
Visa sponsorship
Not detected in the job text
Categories
- Customer Service & Support
- Finance & Accounting
- Sales
Keywords
- Commercial Insurance
- Commercial Account Management
- RIBO License
- CAIB
- Insurance Brokerage
- Policy Endorsements
- Renewals
- Remarketing
- Insurance Quotes
- New Business Applications
- Binders
- Certificates Of Insurance
- Cancellations
- Billing And Payments
- Claims Reporting
- Claims Resolution
- Insurance Submissions
- Insurance Proposals
- Finance Contracts
- Coverage Changes
- Regulatory Compliance
- Brokerage Guidelines
- Customer Service
- Microsoft Word
- Microsoft Outlook
- BMS