Commercial Lines Account Manager, Professional Liability
About The Position
Our Professional Services practice is looking for a dynamic and results oriented Account Manager to join their growing practice in the Toronto office. The ideal candidate possesses experience in professional liability/errors and omissions, directors’ and officers’ liability, cyber and property & casualty insurance with an emphasis on professional services firms. This is an ideal role for someone who is hands on and client centric, focused on retention and growth. This is a great opportunity to work in a specialty practice and to grow the book of business. This role reports to the Vice President, Professional Liability.
Requirements
- RIBO Licensed
- Minimum 5 years’ experience in professional liability (E&O)
- Experience on Epic broker management system or other BMS
- Proficient in MS Office: Word, Excel, PowerPoint and Outlook
- Ability to manage and mentor support staff
- Strong organizational, time and client management skills
- Effective communication skills: verbal, written and presentation skills
- Proactive and customer focused approach; resourceful researching skills
- Analytical and strong decision-making skills
- Strong knowledge of commercial insurance industry trends
- Valid Driver’s License and ability to travel up to 25% across Ontario for client meetings
Nice To Haves
- CIP, FCIP or CRM Designation desired
Responsibilities
- Manage an assigned book of business
- Effective communication with commercial clients.
- Creating effective strategies to address client transactions, negotiations and ability to lead discussions.
- Coverage design/analysis: coverage triggers, definitions, exclusions, claims made treatment, and continuity
- Assume various roles dependent on account: marketing, account back up, lead broker, processing/associate tasks when required etc.
- Marketing: Identifies the client or prospects’ circumstances and placing their deal in the marketplace.
- Participating in Underwriter conference calls and client meetings
- Helping clients select amongst competing quotes
- Participate in formal presentations, including at the C-Level
- Provides feedback for the annual budget planning process
- Consistently Monitor and Follow Up with Clients on Aged Receivables
- Collaboration with account team including coaching and mentoring
- Utilize CORE for any new business opportunities and utilize Claude to assist in daily functions
Benefits
- flexible working arrangements
- generous time-off policies
- HUB-sponsored training programs
- tuition reimbursement
- reimbursements for professional licensing and membership fees
- special discounts on events, travel, accommodations, and personal home & auto insurance
- extended health benefits
- disability insurance
- RRSP matching
- paid-time-off benefits
- eligible bonuses
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
