Commercial Lines Account Manager
Full time
at Mitchell & Abbott Group Insurance Brokers Ltd
in
Online
Posted on April 25, 2024
Job details
WE OFFER :
- Great learning and growth opportunities
- Hybrid remote work flexibility
- A competitive compensation package
- Full Benefits Package
- RRSP Matching Program
- Professional Development Courses & Designations
- 100% tuition re-imbursement for business relevant courses and training
- Paid time off
- Responsible for managing a renewal book of business
- Works closely with Producers and other Mitchell and Abbott staff on all aspects of client service, marketing, and renewal while adhering to Mitchell & Abbott’s best practices and standard procedures.
- Initiate Account Planning with Producer 100 days in advance of the renewal
- Maintain a retention rate of 95% or higher on your Book of Business
- 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 follows-up on cross-selling 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 up-to-date EPIC workflow documentation and ensures workflows are followed
- Ensure accurate and timely servicing and billing of accounts
- Participate actively in cross-sell 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 Mitchell & Abbott departments and offices
- Other duties as assigned
- 1 year of insurance experience and EPIC brokerage software preferred
- University degree preferred
- R.I.B.O license required
- Working towards C.I.P. or C.A.I.B. designation
- 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
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