Commercial Account Manager (Remote First)

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Requirements:

• Hold a valid broker license for your province.
• CIP/CAIB/CRM is considered an asset.
• 1-5 years of experience in insurance, with commercial broking experience as an asset.
• Passionate about customer experience.
• Demonstrate persistence and agility to meet set targets.
• Excellent written and verbal communication skills.
• Attention to detail and flexibility in managing multiple clients.

Responsibilities:

• Support and effectively onboard new customers to your base of accounts.
• Review all new submissions and policy data for accuracy and handle policy changes.
• Manage multiple clients and promptly answer all customer queries regarding insurance policies.
• Maintain the existing book of business by issuing certificates and processing endorsements.
• Communicate with clients to understand their insurance requirements and make recommendations.
• Review and advise on gaps in coverage, suggesting additional coverages.
• Liaise with insurance partners to create optimal insurance packages for clients.
• Collaborate with colleagues to achieve shared goals.
• Deliver meaningful client experiences with each interaction.
• Upsell and cross-sell to the current book of business.
• Process remarkets.