ABOUT GIFFORD CARR INSURANCE GROUP
Our story dates back to 1948. Delivering personal and business insurance solutions to our clients for over 70 years, Gifford Carr Insurance Group is built on a community-oriented foundation.

As an independent insurance brokerage licensed across Canada with offices located across Ontario and in Florida, we are free from the constraints and self-interests of a large corporation. We have access to a wide range of policies and plans, nationwide – We work for you.

We are dedicated to connecting with the right insurance partners to ensure our clients are protected. Our relationships with all the insurance partners ensure we can find the best coverage to protect you, our clients.

As we continue to grow to support our local communities, our priorities remain the same –protecting what matters to you.

JOB SUMMARY
Gifford Carr is looking to add a dynamic, energetic and team-oriented Relationship Manager to its Commercial Lines team.

The successful candidate will provide quality, responsive assistance to the Risk Advisor while building and maintaining positive relations with clients. The Commercial Lines Relationship Manager must be well organized and possess the ability to prioritize workflow while working with their team to provide outstanding customer service to our clients.

CORE RESPONSIBILITIES
Client Service:

Maintain positive, long-term relationships with clients, insurance company representatives, and team members

Provide value to clients by offering newly available coverages, identifying exposures, determining the appropriate solutions to those exposures





Communicate with clients including answering questions and reviewing policy changes.

Educate clients about their coverages

Assist clients to complete applications

Review, send client endorsements and invoices

Review and send insurance certificates

Quoting and Reviews:

Function as first-line underwriters to qualify, maintain, and promote quality business

Communicate and negotiate with underwriters on the client’s behalf

Aid with quoting new business when required

Perform insurer portal quoting or data entry

Review renewals and existing coverage for accuracy

Negotiate renewal terms and identify, in collaboration with the risk advisor, if another insurance company may be a better fit

Remarket accounts when required

Source, obtain, and provide additional information requested by the underwriter

Submit claims notices to insurance companies, follow up with clients and adjusters regarding claim status

Keep current with insurer updates and changes

Support

Assist the Commercial Risk Advisor

Follow-up on client payments

Maintain current client files

Additional responsibilities as it pertains to the insurance operations that may arise from time to time including assisting other team members and Relationship Managers with workload from time to time

QUALIFICATIONS & EXPERIENCE

Experience as a Commercial Account Manager

Active RIBO license

Working knowledge of Epic and Policy Works is an asset

Effective verbal and written communications skills

Commitment to positive team agile

Excellent time management and organization skills

High attention to detail and accuracy

Ability to multitask and respond to time-sensitive deadlines

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📌 Commercial Lines Account Manager (Ontario)
🏢 Applytojobs
📍 Ontario