Job OverviewWe are seeking a dynamic and results-driven Commercial Account Manager specializing in Small Business clients. This role involves developing and maintaining strong relationships with small business customers, identifying their insurance needs, and providing tailored solutions. The ideal candidate will possess excellent communication and negotiation skills, with a focus on expanding our client portfolio through proactive sales strategies. Multilingual abilities, particularly in Spanish, are highly valued to serve diverse customer bases effectively. This position offers an opportunity to work in a fast-paced setting where customer service excellence and sales expertise are essential for success.ResponsibilitiesPolicy Renewals – working with Producer/Account ExecutiveTimely preparation of documents such as letters, pre-renewal letters, client renewal packages, policies, submissions, binders, summaries, proposals and year end premium adjustmentsMarketing of Accounts/ preparation of Summaries/SubmissionsNegotiating with InsurersAnalyze renewal policy documents and wordingsCommunicating renewal premiums with clients, Producer/Account ExecutiveGathering of renewal information – working with Producer/Account ExecutiveIssuance of Binders within Policy WorksInvoicing of renewal premiumsRequesting endorsements to insurersProvide client with prompt,



courteous and professional serviceEffective management of abeyances and expiry datesSending timely submission to underwriters and following up for responsesAnswering client inquiries, communicating with insurance companiesNegotiation and use of Finance PlansRequest of Loss Runs, Loss Experience letters from InsurersCommunicating with insurance companies – sending requests, follow ups etc.Inputting data and setting up client and prospect screens to Epic and PolicyWorksPremium ComparisonsCross sell and up sell to current clientsProviding Account Assistants with clear written instructionsExperienceCollege Diploma/University Degree or equivalent experienceRIBO LicensedCIP, CAIB achieved or working towardsMinimum 5+ years of Commercial Insurance – Construction Industry an assetExperience working in a fast paced and high-volume environmentProficient in Microsoft Office: Word, Excel and OutlookExperience in Epic or similar insurance brokerage management systemExperience in PolicyWorks an assetStrong attention to detail, time management and analytical skillsStrong organization, interpersonal, written and oral communicationWorks effectively within a team environment to achieve specific goalsIs an effective team player demonstrated by willingness to help out and contribute as requiredPay: $75,000.00-$90,000.00 per yearBenefitsDental careOn-site parkingPaid time offWork from homeApplication questionsDo you have RIBO license?Do you have 5+ years of commercial experience?Do you have experience with Applied EPIC?Work Location: In person#J-18808-Ljbffr

📌 Commercial Account Manager - Small Business - $75,000 - $90,000 A Year (Winnipeg)
🏢 ELM Insurance Brokers
📍 Winnipeg