Commercial Account Manager

  • Insurance Talent Group
  • Mississauga, ON, Canada
  • Nov 20, 2020
Full Time Broker - Commercial

Job Description

Position Summary & Objective:

The Commercial Lines Account Manager - Mid Market will be responsible for the renewal cycle of an account. Principally to advise the client on matters of coverage and pricing, to place the client’s risks with the most suitable market on a timely basis, and to ensure the accuracy and integrity of documents and data according to the workflows of the brokerage.

Essential Functions:

  • Support team in preparing/conducting new and renewal presentations
  • Help Producer meet retention goals
  • Form Strong Market relationships
  • Account Rounding 
  • Prepare all necessary new sales paperwork 
  • Ensure that clients’ queries and requests are responded to in a professional and timely manner (internal & external)
  • Develop strong, effective relationships with clients (internal & external)
  • Ensure that the brokerage’s service standards are upheld
  • Work in a team environment alongside Producers and Account Administrators
  • Proactively contact the client in response to potential changes in the market or policy changes
  • Act as an advocate on behalf of our clients to the insurance carriers Marketing accounts
  • Ensure that underwriting information is completely accurate and kept up to date
  • Prepare annual review reports, conducting client meetings to review Policies
  • Recommend  improvements, guaranteeing client is in best market based on their personal needs
  • Organize all pre-renewal client material and documents
  • Prepare submissions to market in an efficient and timely manner
  • Request terms from markets and compare with alternates, ensuring market aligns with client goals Binding Coverage
  • Bind coverages and order policies
  • Prepare insurance binders, invoices, billing material, and all other corresponding documentation, as required

Compensation: 

  • Competitive Salary
  • Benefits 
  • Work-Life Balance, Vacation, Personal time, Flex