We are seeking a highly motivated and resourceful Commercial Lines Account Manager with a minimum of three years of experience to join our team. The ideal candidate thrives in a dynamic and fast-paced environment, is comfortable managing an existing book of business, and is eager to contribute to a growing organization. This position requires a self-starter with an entrepreneurial spirit, the ability to manage multiple priorities, and a passion for delivering excellent client service. You will work closely with Producers, Underwriters, and clients to foster long-term relationships, recognize new business opportunities, and ensure a seamless experience for all parties involved.

• Full time
• Up to $65K
• Hybrid

Roles & Responsibilities:

• Act as a primary point of contact for Commercial Lines (CL) accounts, managing day-to-day client needs and account maintenance.

• Maintain key relationships with clients and insurers, ensuring continued satisfaction and retention.

• Process policy changes, endorsements, cancellations, payments, and inquiries in a timely and accurate manner.

• Review client coverages regularly, identifying any gaps or necessary changes, and recognizing opportunities for cross-selling and up-selling.

• Assist Producers with new business submissions, proposals, quotes, remarkets, and binders.

• Take initiative in the negotiation and processing of renewals.

• Provide confirmation of insurance and manage claim submissions, advocating on behalf of clients during the claims process.

• Issue Certificates of Insurance and liability slips as required.

• Assist with office administrative tasks as necessary to ensure smooth daily operations.

Qualifications:

• Strong attention to detail and organizational skills with a solutions-oriented approach in a multi-faceted environment.

• Must hold a current RIBO license in good standing.

• A college diploma and/or university degree (or equivalent) is preferred.

• Proven ability to deliver client-focused solutions, ensuring positive customer experiences.

• Demonstrated sales ability to round-out accounts and identify new business opportunities.

• Ability to work independently and build efficiencies in daily workflows.

• Minimum of 3 years of experience as a Commercial Lines CSR.

• Willingness to learn and collaborate with team members across all departments.

• Knowledge of insurance markets, rating, and underwriting procedures.

• Experience with Broker Management Systems (e.g., PolicyWorks, Applied Epic, Applied Rating Services, CSR24, and Insurer Portals) is an asset.

• Proficiency with Microsoft Office products.

• Strong communication skills with the ability to interact effectively with clients, colleagues, and stakeholders.

Benefits and Compensation:

• Business casual dress code.

• Opportunities for social events, team-building activities, and community involvement.

• Group benefits plan.

• Paid personal/sick days and vacation days.

• Flexible work arrangements (hybrid model).
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