What You’ll do:
- Maintain maximum retention of an existing book of business by providing exceptional client service;
- Attend external client meetings as required;
- Respond promptly to client emails and telephone calls;
- Prepare all client services documents together with the support team (i.e. Renewal Summaries, Proposals, Underwriting Submissions);
- Maintain monthly expiry lists including following up on project expiries;
- Monitor abeyances for outstanding information;
- Update spreadsheets such as Statements of Values and Contractors Equipment Schedules;
- Write correspondence and send documents to clients (using company templates);
- Liaise with placement team (as required) on placements, renewals and midterm policy changes;
- Handle complete broking process on small mid-size policies within the book;
- Review leases and contract documents and provide coverage advice to clients;
- Provide bid costing for clients prior to tender closings and recommend appropriate coverage;
- Complete certificate requests in conjunction with the support team;
- Recommend additional coverage to clients (using coverage checklist);
- Quote and issue premium finance contracts as requested;
- Attend internal renewal strategy meetings;
- Proactively manage account receivables;
- Adhere to corporate policies and procedures;
- Maintain continuing education credits for licensing;
- Other miscellaneous duties and special projects as required.
- You have a minimum of 5 years account management experience and strong knowledge of commercial lines insurance (with knowledge of construction insurance being an asset)
- You have your Level 2 Insurance 2 License
- You have your CAIB License or working toward
- You have strong Customer Service Skills
- You have excellent people and communication skills
- You are a great team player!
- Competitive salary and benefits programs
- Professional development training/courses
- A great collaborative work environment
- We are firm believers of the health and wellness of our staff and provide on-site resources and services to encourage and support this