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    Account Manager - Oakville, ON, Canada - Collage HR

    Collage HR
    Collage HR Oakville, ON, Canada

    1 week ago

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    Description

    As the Account Manager – Business Insurance you will be responsible for a portfolio of business within our Business Insurance team for client's over $10,000.Experience – You have the experience to build trust and help our client's make informed decisions.

    Assist with the collection of renewal information from clients
    Assist in creating client proposals, analysis and renewal presentations
    Prepares premium allocation and risk allocation for taxation purposes where applicable
    Manage the billing and accounts receivable activity on assigned accounts
    Reviews insurance policies for accuracy and coordinates corrections with insurers
    Prepares and sends policy documents to clients

    On Going Customer Service:
    Reviews policy wordings and other documentation for accuracy and completeness
    Process policy changes and endorsements
    Accounts Receivable collections on outstanding accounts
    Ensure quality service to all clients including computerized file maintenance
    Reporting of claims as required
    Maintain renewal lists for the service team
    College or University degree preferred or equivalent work experience
    Licensed
    Proficient in Microsoft Office, Applied Systems TAM preferred
    Strong Organizational, time management and customer service skills
    Extensive Employee Health Benefits including Long Term Disability, Healthcare Spending Account, Critical Illness Insurance, and an EAP Program
    ~ Mitchell Sandham is an independent full-service insurance brokerage specializing in personal and commercial insurance along with financial service offerings. Specialize in designing custom insurance products for businesses including graphic designers, restaurants, and information technology/knowledge based companies. Also, specialize in the personal insurance for these individuals including homes, cars, excess liability, valuable articles and yachts.

    All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

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