Commercial Lines Account Manager - Generalist
Overview
- Requests and follows up with insurers and/or clients for outstanding information, endorsements or policy documentation.
- Prepares proposals for renewals and new business.
- Responds to telephone calls and written inquiries from clients and underwriters.
- Works with the Client Executives and Client Service Managers in negotiating with Insurers and/or changes, renewals, and new business where applicable.
- Reviews policy wordings and other documentation for accuracy and completeness and as required, notes and corrects errors.
- Creates abeyance and follows up for outstanding items from underwriters, markets, and clients.
- Markets own new business and renewals when necessary.
- Monitors and follows up on outstanding client’s receivables.
- Creates and streamlines processes.
- Invoices and manages receivables.
- Other miscellaneous duties and special projects as required.
Our Ideal Candidate
- Minimum 3-5 years industry related experience
- Professional designation required (RIBO)
- Good knowledge of markets and their policy wordings
- Strong verbal and written communication skills
- Ability to work well independently, as part of a team
- Strong experience with Microsoft Office applications
- Good knowledge of Insurer Portals and EPIC is an asset
- Effective time management and organizational skills
- Customer focused and service oriented.
- High attention to detail.
If you’d like more information on this amazing opportunity or know someone who would be interested, connect with us today!
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