Job Description

The Client:

The client is a prominent player in the insurance sector, dedicated to drawing in high-caliber insurance professionals. They provide their professionals with state-of-the-art technology, tools, and unwavering support to excel in the ever-changing insurance landscape. With a presence across the country, they have been recognized as Insurance Business Canada’s Top Brokerages for three consecutive years. They are seeking a relationship-oriented Commercial Account Manager to join their growing team in the GTA (Welland, Ontario). In this position, you will ensure that clients receive exceptional support and guidance throughout their insurance journey.

What you will achieve in this role:

• Build and maintain client relationships.
• Deliver exceptional customer service by promptly addressing client inquiries and resolving concerns.
• Evaluate policies and provide recommendations tailored to individual client requirements, identifying opportunities for cross-selling/upselling.
• Adhere to underwriting criteria established by broker partners.
• Follow up and coordinate with clients to ensure the completion of necessary documents.
• Maintain updated client information using carrier portals for websites.
• Conduct billing calls as necessary.
• Assess policies and suggest coverages based on the specific needs of individual consumers.

What you must bring to this role:

• RIBO licensed.
• 3+ years of Commercial Lines Insurance.
• Powerbroker experience is an asset.
• Excellent interpersonal and communication skills.
• You embrace technology and are quick to learn new systems and portals.

Only those who are qualified will be contacted.