Commercial Lines Account Manager

Collectivfide Insurance Brokers Inc.•Barrie, ON

1d•CA$48,537 - CA$60,671•Onsite

About The Position

R.K. Mooney Insurance is seeking a Commercial Lines Account Manager to join their team. This role involves managing and servicing a mixed portfolio of commercial accounts, supporting the full client life cycle from new business to renewals and endorsements. The position requires collaborating with producers, clients, carriers, and underwriters to ensure optimal insurance solutions and smooth issue resolution. The company emphasizes a client-first approach and offers opportunities for career growth and mentorship within a stable industry.

Requirements

RIBO license preferred (or willingness to obtain if experience in other areas of commercial lines insurance)
2+ years commercial insurance experience or underwriting background
Strong understanding of commercial risks
Highly organized, detail-oriented, and able to manage multiple accounts independently
Confident communicator comfortable working with business owners and decision-makers
Team player with a collaborative mindset

Nice To Haves

Knowledge of Applied Epic is an asset
Experience with farm is an asset

Responsibilities

Manage and service mixed portfolio of commercial accounts providing variety and opportunity to grow your skills and knowledge.
Support the full life cycle of the client from new business, renewals, endorsements, conducting detailed reviews of risk and underwriting information to ensure accuracy and optimal insurance solutions.
Collaborate with the Producer to ensure all renewals are complete and delivered on time.
Assist in remarketing policies when necessary.
Serve as a liaison between clients and insurance carriers to facilitate smooth communication and issue resolution.
Respond quickly and professionally to inquiries from clients, carriers, and colleagues, diligently following up on client accounts to resolve outstanding issues and activities.
Collaborate with brokers, underwriters, and carriers to maintain optimal coverage
Take new claim reports and submit them to insurance carriers promptly.
Maintain detailed and accurate information in the broker management system (Applied Epic)
Identify and support sales opportunities as appropriate, (commission on new business).