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Account Manager Jobs

Company

Whitley Newman Insurance & Financial Services

Address Campbellford, Ontario, Canada
Employment type FULL_TIME
Salary
Category Insurance
Expires 2023-05-11
Posted at 11 months ago
Job Description

WE OFFER :

  • Professional Development Courses & Designations
  • RRSP Matching Program
  • Vary Days
  • Full Benefits Package
  • A competitive compensation package
  • 100% tuition re-imbursement for business relevant courses and training
  • Hybrid remote work flexibility
  • Half volunteer day to make a difference and give back to your community
  • Great learning and growth opportunities


POSITION OVERVIEW :

Whitley Newman Insurance & Financial Services is hiring for an experienced Account Manager, Commercial Lines who is a knowledgeable expert advisor in commercial insurance lines of business. The successful candidate will be responsible for managing a book of business, servicing clients in a courteous and professional manner, and assisting the producer in obtaining, maintaining, and expanding business.


RESPONSIBILITIES :

  • Works closely with Producers and other Whitley staff on all aspects of client service, marketing, and renewal while adhering to Whitley’s best practices and standard procedures.
  • Responsible for managing a renewal book of business.
  • Responsible for the preparation of proposals for prospect and stewardship reviews for existing clients.
  • Maintain up-to-date EPIC workflow documentation and ensures workflows are followed.
  • Maintain a retention rate of 95% or higher on your Book of Business.
  • Actively develop an increased knowledge of related insurance products and client needs.
  • Review client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirements.
  • Set clear expectation for client and business partners by providing same day response time.
  • Ensure accurate and timely servicing and billing of accounts.
  • Participate in training and professional development courses to enhance skills and industry knowledge.
  • In collaboration with Producers; coordinate, support plans, discuss arising issues and create comprehensive plans for existing clients.
  • Other duties as assigned.
  • Initiate Account Planning with Producer 100 days in advance of the renewal.
  • Maintain positive working relationships with clients, staff, other Whitley departments and offices.
  • May participate in or conduct client meetings when necessary.
  • Participate actively in cross-sell campaigns and other initiatives as required.
  • 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.
  • Manage account documentation (i.e., routine inquires, quotes, binders, statement of values, insurance contracts, endorsements, cancellations, etc.).


REQUIREMENTS :

  • C.I.P. or C.A.I.B. designation(s) preferred
  • Advanced skills in Outlook, Excel, Word and EPIC
  • Ability to be a self starter with strong written and oral communication skills as well as organizational skills
  • Minimum 5 years of commercial insurance experience required
  • Client development/relationship management experience
  • Ability to mentor others and proven negotiation skills
  • Solid understanding of policy wordings/coverages
  • Strong attention to detail, time management, problem solving and analytical skills
  • R.I.B.O. license required


Whitley Newman 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.