Client Advisor (Ca) - Commercial Division

Our client one of the top US insurance intermediaries is seeking a highly experienced and knowledgeable Client Advisor (CA) Commercial Division to join their Canadian team. As a Senior Account Manager, you will be responsible for managing a portfolio of commercial insurance clients, providing exceptional service, and cultivating strong relationships with key stakeholders. Your expertise in commercial insurance lines, risk management, and client advisory will be instrumental in ensuring client satisfaction, driving growth, and contributing to the success of our brokerage.

Responsibilities:

• Advise on coverage for client’s business operations.
• Prepare Limits Chart - to be updated after every renewal and amendment.
• Once renewal is in place and if the policy is an automatic renewal, all items above do not apply and can be serviced fully by the CSA/TSA assigned.
• All correspondence to be attached and documented in Broker Management System.
• Follow all procedures with Commercial Marketers for new business.
• Issue side-by-side analysis to client and presented as the renewal or new business offer to include full coverage offerings and uninsured exposures.
• Client-facing – presenting and meeting with clients on a regular basis to assess risk.
• Responsible for generating new business along with retaining existing business.
• Coordinate Renewal Strategy meeting with client and service team (to include a meeting agenda sent in advance and minutes along with action items/timelines).
• Responsible to facilitate the entire renewal 90-60 days in advance and manage process with CSA and TSA.
• Payment Terms + Premium Financing - This responsibility sits with the CSA however collection is owned by the CA.

Qualifications:

• Bachelor's degree in Risk Management, Insurance, or a related field an asset but not mandatory.
• Proficiency in insurance agency management systems, Microsoft Office Suite, and other relevant software applications.
• Strong analytical and problem-solving skills, with the ability to assess complex insurance risks, identify opportunities, and provide creative solutions.
• Demonstrated ability to work independently, exercise sound judgment, and make informed decisions.
• Excellent communication skills, both written and verbal, with the ability to effectively interact with clients, carriers, and internal stakeholders at all levels.
• Proven track record of successfully managing a diverse commercial insurance book of business, handling large accounts, and delivering exceptional client service.
• In-depth knowledge of insurance policies, coverage forms, endorsements, and related industry regulations.
• Possession of RIBO designations.
• Strong expertise in commercial insurance lines, including Property, General Liability, Auto, and Umbrella/Excess.
• Minimum of 4 years of experience in commercial insurance account management, preferably in a brokerage or agency environment.
• Detail-oriented, organized, and able to manage multiple priorities in a fast-paced environment.

They offer a competitive compensation package, including a base salary commensurate with experience, performance-based incentives, comprehensive benefits, and opportunities for professional growth and advancement within our organization. We foster a collaborative and inclusive work environment that values teamwork, innovation, and excellence.