Commercial Account Manager (Remote First)

Responsibilities:

• Support and effectively onboard new customers to your base of accounts.
• Carefully review all new submissions and policy data for accuracy and handle policy changes.
• Manage multiple clients and answer all customer queries regarding additional or existing insurance policies in a timely manner.
• Manage the existing book of business by issuing certificates, and processing endorsements for large and complex accounts.
• Maintain effective communication with clients to fully understand their insurance requirements and make recommendations accordingly.
• Review and advise customers on any gaps in coverage and recommend additional coverages to consider.
• Liaison with insurance partners to create the best possible insurance packages for each client.
• Work with colleagues to achieve shared goals.
• Provide meaningful client experience with each interaction.
• Upsell and cross-sell the current book of business.
• Process remarkets.
• Work remotely on a regular office hours schedule in your time zone.

Qualifications:

• Hold a valid broker license for your province.
• CIP/CAIB/CRM is an asset.
• 1-5 years experience in insurance, commercial broking experience is an asset.
• Passion for customer experience.
• Persistence and agility to meet set targets.
• Excellent written and verbal communication skills.
• Attention to detail and demonstrated flexibility in managing multiple clients at a time.