ABOUT THE POSITION
- Maintain an assigned book of Small Business commercial accounts
- Process renewals, endorsements, cancellations, certificates, invoicing, etc.
- Policy renewals and follow up expiry dates
- Contact clients directly to update and maintain client files (client business, contacts, changes, etc.)
- Communicate with insurers for new business and renewal terms, underwriting, inspections, stock reports, appraisals, statement of values, and other underwriting forms.
- Writing and issuing all bonds, glass policies and special events
- Follow up on abeyances and accounts receivable
- Follow up on preferred leads or take new business calls
THE REQUIREMENTS
- Level 2 license
- At least 5 years of recent commercial lines experience as an account manager or a similar role
- Excellent communication skills
- Experience using EPIC or TAM is an asset
- Ability to prioritize and multi-task, along with strong organizational skills
- Must be able to build rapport with clients
- Team player who thrives in collaborative work environments
- Willingness to work full-time onsite
COMPENSATION
- Competitive Base Salary negotiable based on experience
- 25% commission on new business (F&F) for first year
- Fully paid benefits package
- RRSP matching after first year
- State-of-the-art facility and cafeteria
- Lots of growth opportunities!
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