Commercial Insurance Sr. Account Manager - Middle Market (Amherst, NY hybri

Nfp • Harrisburg, PA

297d

About The Position

Regardless of their individual specialties, each personal lines team member has one thing in common: a personal responsibility for getting you the answers, support, or services you need, when you need them. We're looking for a Client Manager for our Digital Team, who primarily service our clients through live chat and email. The successful candidate will leverage their industry knowledge and expertise to provide front-line counseling to our clients about their personal insurance coverage that is geared to their unique needs and exposures.

Requirements

• RIBO License (Registered Insurance Brokers of Ontario) in good standing required; AB Gen 1 or another provincial license an asset
• Typically, more than 3 years of industry and/or personal lines experience - preferably with broad market portal experience (Aviva, Economical, Intact, etc.)
• High level of adaptability and flexibility in a fast-paced environment while utilizing various methods of communication
• Previous experience in a Contact Centre environment and/or digital role (chat, email) is an asset
• Excellent technical aptitude skills are expected including fluency in broker management systems - EPIC, ARS and RingCentral fluency are an asset
• Proven critical thinking skills with the ability to analyze and solve problems effectively
• Ability to drive strong customer retention by providing a world-class customer experience
• Exceptional quotation skills for cross-selling, upselling and remarketing
• Ability to quickly learn the NFP business model and value proposition
• Ability to work collaboratively with others, both in person and virtually
• Strong written communication and typing skills
• The ability to communicate clearly and explain complex concepts in both official languages (French and English) is an asset
• Professional insurance designation is a plus (such as CAIB, CIP, CRM, etc.)

Responsibilities

• Provide exceptional day-to-day customer service to clients while handling the client file activities to maintain retention targets
• Issue policies and changes on various insurer online portals; maintain professional and collaborative relationships with key underwriters
• Review and process renewals, endorsements, and midterm changes; rewriting/remarketing where necessary to enhance the client experience
• Contributing to premium growth targets by upselling appropriate coverages and referring business to other lines where applicable
• Stay up to date with insurer partner products, offerings, and market intelligence
• Correspond with clients through a variety of methods through our telephony system, including live chat, email and phone communication

Benefits

• A hybrid environment approach that keeps the best interests of our staff and our clients in mind
• Annual bonus plan for all employees
• Matching RRSP plan of 5% of salary
• Referral Commission Plan
• Generous benefits plan including Health Care Spending Account starting on the first day of employment
• Full support for continuing education & internal opportunities to grow as an insurance professional to advance career
• Reimbursement of license fees and professional membership dues
• A global team of industry leaders focused on employee retention, client growth, industry innovation and collaboration

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Food Services and Drinking Places