We are seeking a Commercial Account Professional to handle client relationships and provide solutions for placement, terms, and conditions. As a key team member, you will collaborate with account producers and marketers to understand client needs.
Key Responsibilities:
* Maintain maximum retention of existing client relationships through exceptional service
* Attend client meetings as required
* Respond promptly to client inquiries via email and phone
* Prepare client service documents with support from the team
* Monitor and follow up on project expiries and outstanding information
* Update spreadsheets and write correspondence to clients
* Liaise with the placement team on placements, renewals, and policy changes
* Handle policies within the book
* Provide bid costing and coverage advice to clients
Requirements:
* Level 2 Insurance License
* Minimum 5 years experience in commercial lines insurance and strong account management skills
* CAIB, CIP, FCIP or CRM designation an asset along with University/College education
* Excellent communication and organizational skills
* Intermediate computer skills including Microsoft Office Suite and Applied Epic