Commercial Account Manager (Remote First)

About Us:

Responsibilities:

• Supporting and effectively onboarding new customers to your base of accounts.
• Carefully reviewing all new submissions and policy data for accuracy and handling policy changes.
• Managing the existing book of business by issuing certificates, and processing endorsements for large and complex accounts.
• Upselling and cross-selling the current book of business.
• Processing remarkets.

Requirements:

• Licensing & Commercial Experience: You hold a valid broker license for your province and have 1+ years of P&C experience. Previous commercial broking experience is strongly preferred.
• Professional Development: CIP, CAIB, or CRM designation is a bonus.
• Client-First Communication: You're skilled at translating complex insurance concepts into simple, clear language that clients appreciate.
• Workflow Efficiency: Proven ability to utilize a BMS or other digital tools to streamline your workflows and manage high-volume client data.
• High-Impact Collaboration: You thrive working with colleagues, underwriting teams, and partners to achieve shared goals and deliver seamless service.
• Solution-Oriented Drive: You approach challenges with persistence and agility, consistently meeting set targets and finding innovative solutions.
• Exceptional Organization: You have strong prioritization skills and demonstrated flexibility in managing a diverse portfolio of clients and tasks simultaneously.
• Detail-Focused Execution: You maintain a sharp attention to detail, ensuring accuracy in all policy and account management processes.

Compensation