Job Description
Our client is seeking a highly dependable and personable professional to join their team as either a Senior Commercial Account Manager or an Account Executive, based on their level of experience. These roles reside in our client’s fast-paced commercial lines department. These exciting opportunities are permanent, full-time positions.Our client’s head office is located inHalifax and this is a hybrid role , with some flexibility to work from home during the week.Senior Commercial Account Manager Roles and Responsibilities:Contact clients via email or mail Submit accounts and new business leads Interact with underwriters to confirm additional info required in order to quote Support Producer in negotiating renewals with underwriters Assist Producer with presenting, reviewing, and discussing new business proposals to client Prepare proposals for prospects to market account, including marketing report outlining results Prepare renewal proposals based on renewal quote from incumbent Update/Maintain “Policy Schedule” as changes are made throughout term Review all policy documents received for accuracy Handle day to day requests from clients (additions, deletions, substitutions) Prepare covering letters with renewals and new business Manage client TAM screen Certificates of insurance Surety bonding Confirmation of coverage issuance Invoice transactions ----------------------------------------------------------------------------------------------------------------------ADDITIONAL Roles and Responsibilities for Account Executive Position:Managing a book of clients with minimal oversight – No Sales Expectations; only servicing existing book of clients Typically working on larger more complex files Responsible for presenting and negotiating renewals Taking ownership of difficult client discussions Review and commenting on job contracts Upselling different lines of business to existing clients (Cyber insurance, D&O insurance, etc.) What do current members of our team say about us compared to other companies in the industry ?“Morale is higher” “More rewarding” “Doesn’t feel huge although we do big business” “Opinions are heard” “If you needed to, you feel like you can really effect change” Education/Experience Requirements:Minimum 5 years industry experience Minimum 3 years commercial insurance broker experience Strong working knowledge of Adobe, Microsoft Word & Excel and Outlook is required Insurance-related education and/or professional designations are considered very important assets (and other post-secondary education is viewed as a benefit but not a requirement)#J-18808-Ljbffr