Commercial Account Manager

BrokerLink • St. Catharines, ON

2d • CA$54,900 - CA$67,100 • Hybrid

About The Position

BrokerLink is seeking a Commercial Account Manager to join their growing team. This role involves providing customers with prompt service, assisting them with understanding insurance, and addressing their concerns. The position requires managing commercial paperwork, processing quotes, writing new business, reviewing existing coverage, and updating customer files. Key responsibilities include preparing documentation for insurers, completing applications, issuing insurance certificates, processing endorsements, invoicing, and following up on payments. The role also involves communication with insurance companies, negotiating with underwriters and renewal terms, and following up with adjusters on claims status. Sourcing and obtaining additional information requested by underwriters and completing applications are also part of the role. BrokerLink emphasizes its values of integrity, respect, customer focus, excellence, and generosity, and is committed to diversity and inclusion. They offer opportunities for growth, flexible work arrangements, and benefits supporting physical and mental well-being.

Requirements

• A valid provincial insurance license or willing to obtain the same
• High School and/or Post Secondary Education or any combination of equivalent education and experience
• 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
• 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: Mid Level
• Education Level: High school or GED