Navacord Insurance Services is committed to providing exceptional service and expertise in the insurance industry. Our mission is to be the trusted partner for our clients, ensuring their needs are met with professionalism and integrity.
About the Role
The Commercial Account Manager is responsible for prompt, accurate, and courteous commercial account management. This role is the primary liaison between the client and the insurance company, acting as the advisor and advocate for the client in commercial insurance related matters while remaining in compliance with brokerage guidelines, procedures, and service standards.
Responsibilities
Respond to client inquiries
Respond to insurance company inquiries
Process policy endorsements and review for accuracy when endorsements are made
Manage renewal reports and review for accuracy
Contact client to discuss renewals
Remarket policies when necessary
Identify opportunities to up-sell/cross sell
Provide quotes for clients when necessary
Quote prospects and complete current business applications when necessary
Provide binders/confirmation of coverage when necessary
Provide certificates when necessary
Notify clients of and process cancellations
Assist clients with billing/payment issues
Report claims and assist clients with claims resolutions
Prepare submissions for recent business and renewals
Prepare proposals
Set up finance contracts
Keep current on rates, forms, coverage changes through bulletins, trade publications, and seminars
Back up co-workers during vacations/sick days/lunch breaks
Comply with both regulatory and internal guidelines
Qualifications
RIBO license required
CAIB or equivalent designation required or intention to pursue
Excellent interpersonal, communication, organizational, and problem-solving skills
Effective time management skills
Customer service driven
Ability to work in a fast-paced workplace with a high level of accuracy
Professional demeanor and appearance
Proficient in MS Word, Outlook, and BMS
Equal Opportunity Statement
Navacord Insurance Services is an equal chance employer committed to diversity and inclusivity in the workplace.
📌 Commercial Lines Account Manager Thunder Bay
🏢 Navacord
📍 Thunder Bay
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