Commercial Lines Account Manager

Commercial Lines Account Manager

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Responsibilities will include:

• Managing the renewal process for existing clients including preparing renewal proposals and binders;
• Generating increased sales by cross-selling all other insurance requirements;
• Addressing client needs and inquiries effectively;
• Preparing appropriate documentation, completing applications for new customers, and issuing insurance certificates;
• Advising on insurance matters and recommending appropriate coverage;
• Issue bonds and manage the entire surety process;
• Manage the administration of 3rd party financed premiums;
• Manage accounts receivable for agency bill policies;
• Submitting and following up on claims;
• Contacting underwriters to discuss and negotiate policy terms for purposes of quotations; renewals and endorsements;
• Maintaining an up-to-date knowledge of company underwriting guidelines;
• Providing outstanding client service in a professional manner at all times.
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Qualifications:

• 3+ years insurance experience as a Commercial Account Manager preferred.
• Microsoft, Word, Excel, Outlook, SigXP, ComXP
• Proven sales ability
• Excellent verbal and written communication skills
• Ability to multi-task in a fast-paced environment
• Proven interpersonal skills and ability to collaborate with team members for problem-solving;
• Solid understanding of policy wordings/coverage’s
• University degree/college diploma or equivalent business experience
• RIBO licensed
• CIP and or CRM would be an asset