Account Manager, Commercial Insurance - London, Canada - Selectpath Benefits & Financial Inc.

Selectpath Benefits & Financial Inc.

Verified Company

London, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

POSITION OVERVIEW

RESPONSIBILITIES:

Responsible for managing a renewal book of business
Works closely with Producers and other staff on all aspects of client service, marketing, and renewal while adhering to best practices and standard procedures.
Initiate Account Planning with Producer 100 days in advance of the renewal
Set clear expectation for client and business partners by providing same day response time
In collaboration with Producers; coordinate, support plans, discuss arising issues and create comprehensive plans for existing clients
Develops new business from existing accounts and assigned leads, and contributes to meeting departmental production goals. Identifies and followsup on crossselling opportunities when appropriate
Responsible for the preparation of proposals for prospect and stewardship reviews for existing clients
Manage account documentation (i.e., routine inquires, quotes, binders, statement of values, insurance contracts, endorsements, cancellations, etc.)
Review client's current coverage and exposures, loss experience and analyze risk to determine the product/service requirements
Maintain uptodate EPIC workflow documentation and ensures workflows are followed
Ensure accurate and timely servicing and billing of accounts
Participate actively in crosssell campaigns and other initiatives as required
Actively develop an increased knowledge of related insurance products and client needs
May participate in or conduct client meetings when necessary
Participate in training and professional development courses to enhance skills and industry knowledge
Maintain positive working relationships with clients, staff, other departments and offices
Other duties as assigned

REQUIREMENTS:

Minimum 5 years of commercial insurance experience required
R.I.B.O license required
Working towards C.I.P. or C.A.I.B. designation an asset
Superb interpersonal skills and attention to detail
Ability to be a self starter with strong written and oral communication skills as well as organizational skills
Advanced skills in Outlook, Excel, Word and EPIC
Selectpath Insurance_ _is actively committed to support diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply. We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs._

Job Types:
Full-time, Permanent

Benefits: