Account Manager I, CI

BrokerLink • Kenora, ON

4d • CA$52,200 - CA$63,800 • Hybrid

About The Position

BrokerLink is seeking an Account Manager, Commercial Insurance to join their growing team. This role involves providing customers with prompt service, offering advice, and helping them understand insurance. The Account Manager will handle incoming commercial paperwork, assist with quotes, write new business, review existing coverage, and update customer files. Responsibilities also include preparing documentation for insurers, completing applications for new clients, issuing insurance certificates, processing endorsements, invoicing, and following up on payments. Additionally, the role requires communication with insurance companies, negotiating with underwriters, renewing terms, and following up on claims status with adjusters. Sourcing and obtaining additional information requested by underwriters and completing applications are also key duties.

Requirements

• A valid provincial insurance license or willing to obtain the same
• High School and/or Post Secondary Education
• Strong customer focus and administration skills
• Demonstrated ability to handle multiple priorities successfully
• Strong analytical and organizational skills
• Excellent verbal and written communication skills
• Must be able to work as part of a team as well as independently in a competitive industry and be committed to superior customer service

Nice To Haves

• Industry accreditation (CAIB, CIP) would be assets

Responsibilities

• Provide customers with prompt service by providing advice, helping customers understand insurance, discussing customer concerns
• Receive and process all incoming Commercial paperwork
• Assist with quotes to customers, write new business, review existing coverage and updating customer file information
• Prepare documentation for insurers, complete applications for new clients, issue insurance certificates
• Process endorsements, invoice, and follow up on payments
• Communicate with Insurance companies, negotiate with underwriters on customers behalf, negotiate renewal of terms, follow up with Adjusters on claims status
• Source and obtain additional information requested by the underwriter and complete applications

Benefits

• Flexible work arrangements
• Multiple benefits offered to support physical and mental wellbeing
• Wellness account
• Share plan & other savings
• Incentive plan
• Annual bonus: 5% target, based on the base salary, with a potential payout of up to 200% (subject to personal and company performance)
• Employee Share Purchase Plan (ESPP) – with BrokerLink matching a portion of your contributions
• Group RRSP, with company matching DPSP offerings

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED