Our Client is hiring an Account Manager, reporting to the Account Director. The successful incumbent will be responsible for maintaining a book of business, servicing client needs, and focus on new business production.

Responsibilities

• Responsible for managing a ‘desk’ consisting of a renewal book of business.
• In collaboration with Producers; coordinate, support plans, discuss arising issues and create comprehensive plans for existing clients
• Responsible for the review and accuracy of policy documents prior to the delivery to the client
• Responsible for the preparation of proposals for prospect and stewardship reviews for existing clients
• Manage account documentation (i.e., routine inquires, quotes, binders, statement of values, insurance contracts, endorsements, cancellations, etc.)
• Review client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirements
• Maintains up-to-date TAM workflow documentation and ensures workflows are followed
• Ensure accurate and timely servicing and billing of accounts
• Participate in actively in cross-sell campaigns and other initiatives as required
• Actively develop an increased knowledge of related insurance products and client needs
• Participate in training and professional development courses to enhance skills and industry knowledge
• Maintain positive working relationships with clients, staff, departments and offices

Requirements

• Minimum 5-10 years commercial insurance experience
• R.I.B.O and C.I.P designation required as well as C.A.I.B or at minimum working towards the designation
• Client development/relationship management experience
• Mentorship of Junior Account Managers
• Superb interpersonal skills, presentation skills and attention to detail
• Ability to be a self starter with strong written and oral communication skills as well as organizational skills
• Advanced skills in Outlook, Excel, Word and TAM