Account Manager - Commercial Lines (Fredericton)

Account Manager - Commercial Lines (Fredericton)

24 Oct
|
GoToInsure.ca
|
Fredericton

24 Oct

GoToInsure.ca

Fredericton

At GoToInsure, we’re more than a growing insurance brokerage serving the Atlantic Provinces — we’re building a workplace where people genuinely want to be. Proudly powered by Synex, our culture is deeply rooted in our values of Teamwork, Customer Service, Integrity, Respect, Above & Beyond, and Commitment.

We offer a competitive total compensation plan, which includes an employer matched retirement plan and comprehensive employee benefits. Every employee receives their birthday off, and benefit from a company-wide holiday break between Christmas and New Year’s to support work-life balance.

Growth and opportunity are part of our focus as an organization — we actively invest in training and development, empowering employees to take the next step in their careers. We actively work towards celebrating successes and showing appreciation through meaningful recognition which reflects individual contributions.

Beyond the workplace, we foster a strong sense of community and belonging. Our inclusive environment encourages employee engagement and makes space for everyone to thrive.

At GoToInsure, we’re proud of the culture we’ve built & continue to build upon — one that values people first, supports personal and professional fulfillment, and truly sets us apart.

We are currently seeking a highly motivated and competent individual to join our organization as an Account Manager - Commercial Lines.

Reporting to the Commercial Lines Producer, the Account Manager – Commercial Lines provides front-line sales and customer service of Commercial lines policies,



and takes responsibility for the retention and account development of existing clients, meanwhile developing new business opportunities and initiatives.

KEY RESPONSIBILITIES

- Offer exceptional service to clients by advising on insurance related issues, assessing their needs and recommending convenient solutions by up/cross selling new policies.
- Responsible for building and managing solid client relationships with new and existing clients, provide a high level of service and advocacy, in an effort to ensure robust client retention.
- Manage book of business by conducting renewal process, effect policy changes, remarketing, document preparation including applications, issuing binders, insurance certificates, endorsements, liability cards and negotiating with insurers when necessary
- Maintain knowledge of current underwriting rules, product knowledge and insurance industry trends.
- Build positive working relationships with internal and external parties, including networking at industry events.
- Increase commercial insurance recent business sales by cultivating prospects through use of brokerage marketing plans and existing account referrals, collecting detailed risk and underwriting information, effectively building the relationship and closing the deal.




- Perform other duties as assigned.

QUALIFICATIONS

- Post-secondary education or related business experience;
- Minimum level 3 insurance license and working towards CAIB designation;
- 2-3 years of experience in personal and/or commercial insurance, with commercial insurance experience viewed as a strong asset;
- Working knowledge of Microsoft Office;
- Strong technical and insurance market knowledge;
- Extensive use of client management systems and navigation of various company portals;
- Excellent verbal and written communication skills;
- Superior organizational skills, flexibility, and an ability to work in a fast-paced environment;
- Ability to convey complex, detailed information in a clear and concise manor;
- Strong attention to detail, analytical and problem solving skills;
- Self-starter, highly motivated, client focused and team player.

WORK ENVIRONMENT

- Employees work a 35 hour work week (Monday to Friday 8:30 am to 4:30 pm).
- In-office

We welcome applications from all interested individuals; however only those candidates selected for an interview will be contacted.​

Job Types: Full-time, Permanent

Benefits:

- Dental care
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- RRSP match
- Vision care

Experience:

- Personal/Commercial Lines Insurance: 3 years (preferred)

Language:

- English (required)

Licence/Certification:

- Level 3 Insurance License/CAIB designation (preferred)

Work Location: In person

📌 Account Manager - Commercial Lines (Fredericton)
🏢 GoToInsure.ca
📍 Fredericton

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