Commercial Insurance Account Manager

Morison Insurance Brokers Inc.•Burlington, ON

5d•Onsite

About The Position

As a Commercial Insurance Account Manager, you will be responsible for managing a portfolio of commercial clients, ensuring their insurance needs are met with expert advice and exceptional service. This role involves handling renewals, addressing client inquiries, marketing accounts to insurers, and supporting new business opportunities through referrals. It’s a dynamic position suited for someone who thrives in a fast-paced, client-focused environment.

Requirements

RIBO license
Knowledge in Commercial Property & Casualty, Commercial Auto, and Farm Insurance
Strong communication skills with confidence in customer-facing conversations
Previous customer service or sales experience
Enjoys talking to people and building relationships
Ability to manage multiple priorities in a fast-paced environment
Valid G-class driver's license
Collaborative mindset with enthusiasm for teamwork

Nice To Haves

Completed, enrolled or interested in the Chartered Insurance Professional (CIP) courses would be an asset
Experience with CRM systems or lead management platforms is an asset

Responsibilities

Managing and servicing commercial accounts
Reviewing renewals with clients, providing coverage recommendations
Assisting clients with their day-to-day inquiries
Opportunities to write New Business through referrals
Marketing existing accounts to insurance companies
Developing insurance market knowledge in order to know where a risk will fit
Understand wordings and coverages to be able to compare insurance policies and quotes