Commercial Lines Account Manager
Commercial Lines Account Manager
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$ 55000 - 70000
1 Vacancy
Job Description
- Interaction and communication with commercial lines clients
- Timely follow up and communication with clients and company partners
- Make coverage recommendations based on client profiles and assessments of clients needs discussing products offered while addressing needs and gaps in coverage
- Policy endorsement changes
- Team environment communication and working with internal staff regarding commercial lines business inquiries
- Know and understand the commercial lines business appetite of each of our company carriers
- Monitor and follow up with all documentation requests made to clients and other parties
- Read and understand verbal and written instructions such as leases contracts legislation monitoring summarizing transactions
- Ensure all renewal documentation is correct and delivered to the client within the prescribed time frames
- Know understand and work within the established policies procedures workflows and guidelines of the brokerage
- Attend training sessions and seminars as required
- Occasionally provide guidance instruction and direction for others
- Other duties as assigned
- Minimum 3 years experience
- RIBO Licensed
- CAIB courses or CIP a valued asset
- Strong customer service skills: Exceptional conflict resolution negotiation and objection handling skills. A flexible attitude with solid interpersonal skills.
- Able to effectively communicate both orally and in writing
- Effective working skills in MS office applications such as Word Excel and e-mail based systems
- Ability to navigate extract information and update Insurance Company portals
- Proven accurate data entry and typing skills
- Professional: customer service appearance and manners
- Familiarity of insurance regulations and ability understand written manuals and directives
- Strong work ethic and positive team attitude
- Able to work well under pressure
- Strong attention to detail
Required Experience:
Manager
Employment Type
Full-Time
