ABOUT GIFFORD CARR INSURANCE GROUPOur 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 SUMMARYGifford 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 RESPONSIBILITIESClient Service:Maintain positive, long-term relationships with clients, insurance company representatives, and team membersProvide value to clients by offering newly available coverages, identifying exposures,
determining the appropriate solutions to those exposuresCommunicate with clients including answering questions and reviewing policy changes.Educate clients about their coveragesAssist clients to complete applicationsReview, send client endorsements and invoicesReview and send insurance certificatesQuoting and Reviews:Function as first-line underwriters to qualify, maintain, and promote quality businessCommunicate and negotiate with underwriters on the client's behalfAid with quoting current business when requiredPerform insurer portal quoting or data entryReview renewals and existing coverage for accuracyNegotiate renewal terms and identify, in collaboration with the risk advisor, if another insurance company may be a better fitRemarket accounts when requiredSource, obtain, and provide additional information requested by the underwriterSubmit claims notices to insurance companies, follow up with clients and adjusters regarding claim statusKeep current with insurer updates and changesSupportAssist the Commercial Risk AdvisorFollow-up on client paymentsMaintain current client filesAdditional 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 timeQUALIFICATIONS & EXPERIENCEExperience as a Commercial Account ManagerActive RIBO licenseWorking knowledge of Epic and Policy Works is an assetEffective verbal and written communications skillsCommitment to positive team dynamicExcellent time management and organization skillsHigh attention to detail and accuracyAbility to multitask and respond to time-sensitive deadlines