BMS is a dynamic, independent, global broker established in 1980, delivering specialist insurance, reinsurance, and capital markets advisory services. We are a global brand with offices located across the US, Canada, Latin America, Australia, Europe and Asia with both a strong, local focus and understanding of market needs. Our teams are respected globally for their specialist market knowledge, intelligent analysis and insight.

Our people strive to be ‘the best in class’ and with an innovative approach and their entrepreneurial thinking, our clients truly benefit from better solutions to policy development and placement. Coupled with our collaborative team approach, single platform worldwide and renowned personal service, we are the independent broker of choice.

The Commercial Account

Manager will be responsible to deliver the strategic vision of the brokerage through the implementation and management of sound operational practices and giving excellent customer service while upholding high service standards. Primarily responsible for the management and servicing of commercial clients, retention of renewal business, supporting of new business while working with the collaboration of an Account Executive.

Service

Construction and Commercial Realty Book of Business Ensure Account Executive are kept abreast of any potential issues or concerns related to a client or prospect Coordinate and communicate with Account Executive to develop a strategy for renewals and new business Analyze client coverage,



exposures and loss experience to determine risk requirements and any gaps in coverage and communicate with the Account Executive and client accordingly. Ensure broker management system is kept up to date by attaching all correspondence and communications, populating vehicle schedules, realty schedules, mailing addresses, client contact information, named insured’s and setting up new policies etc.

Assist Account

Executive with new business by preparing and processing new business including submissions, applications, proposals, comparison charts, spreadsheets, binders, certificates of insurance, liability slips, invoicing, preparing premium finance contracts, client letters, letters of authorizations Periodic in-person and virtual meetings with clients, insurance companies and colleagues Gather information requested by the underwriters for new and renewal business and providing guidance and assistance in the completion of applications as necessary (auto applications) Ensure the quality and accuracy of insurance policies/ endorsements received from insurance companies Report new claims and follow through to make sure everything is being handled appropriately to the client’s satisfaction (in conjunction with Account Executive)



which may include follow-ups with the Adjusters Build and maintain excellent relationships with insurance company underwriters, MGA’s, lawyers etc. Keep abreast of new products or offerings by insurance companies Working collaboratively with the commercial team with a focus on delivering the strategic goals/ vision of the brokerage Special projects as may arise or assigned by management Handle all Surety deployment – review tender, negotiate with Insurance Companies, prepare Bid Bonds, Finals Bonds, Transact, Renewal preparations and when required; Client facing & customer focused with excellent interpersonal & written communication skills. Ability to perform effectively to tight deadlines with good personal organisation & time management skills.

Personally demonstrate the five BMS values and ensure that team members are aligned with these: Competitive compensation package, including comprehensive medical and dental benefits, generous vacation allowance, competitive salary, and opportunities for employer-sponsored training and education Job Type: Full-time, Permanent Schedule: Monday to Friday Job Type: Full-time Through our Diversity, Equality and Inclusion (DEI) vision, we are committed to ‘building a culture of belonging for all, valuing diverse perspectives and embracing authenticity.’ As such, we have created our ‘BMS Together’ programme, with dedicated training, cooperative committees and intentional partnerships. In support of our ESG vision, we offer two additional paid days each year to take part in charitable work. #

📌 Account Manager, Commercial Markets (Ottawa)
🏢 BMS Group
📍 Ottawa