Insurance Account Manager Commercial Lines

Collectivfide Insurance Brokers Inc.•Barrie, ON

3d•CA$48,537 - CA$75,000•Onsite

About The Position

In this role, you get to play to your strengths and work autonomously yet be part of a larger team committed to understanding our customers to ensure they are protected and get the level of service they deserve. R.K. Mooney Insurance is looking for a Commercial Lines Account Manager to continue to grow their successful book of commercial business. The company has a long-standing history in their community, is in a stable industry, and takes a client-first approach.

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).