Commercial Account Manager II

About This Role

This role is for an experienced Account Manager specializing in Commercial Insurance, joining a growing team. The core of the job involves providing prompt and comprehensive service to commercial customers, assisting them with their insurance needs, and managing related documentation and communication with insurers.

Responsibilities

• Provide customers with prompt service by offering advice, helping them understand insurance, and discussing their concerns
• Receive and process all incoming Commercial paperwork
• Assist with quotes to customers, write new business, review existing coverage, and update customer file information
• Prepare documentation for insurers, complete applications for new clients, and issue insurance certificates
• Process endorsements, invoice, and follow up on payments
• Communicate with insurance companies, negotiate with underwriters on customers' behalf, negotiate renewal of terms, and follow up with Adjusters on claims status
• Source and obtain additional information requested by the underwriter and complete applications

Requirements

• Minimum 2 years of commercial insurance experience
• A valid provincial insurance license or willing to obtain the same
• Strong customer focus and administration skills
• Demonstrated ability to handle multiple priorities successfully
• Strong analytical and organizational skills
• Excellent verbal and written communication skills
• Must be able to work as part of a team as well as independently in a competitive industry and be committed to superior customer service

Nice to have:

• Industry accreditation (CAIB, CIP)

Benefits

• Flexible work arrangements
• Multiple benefits offered to support physical and mental wellbeing
• Wellness account
• Share plan & other savings
• Incentive plan
• Annual bonus: 5% target, with a potential payout of up to 200% (subject to personal and company performance)
• Employee Share Purchase Plan (ESPP) – with Broker Link matching a portion of your contributions
• Group RRSP, with company matching
• DPSP offerings provide flexibility and long-term security

Important Details

• Schedule: based on a 35-hour workweek
• Work format: flexible work arrangements

About the Company

Broker Link has over 200 offices across Canada. The company's values include acting with integrity, being respectful of others, having a customer-driven mindset, striving for excellence, and always treating others with generosity. Its purpose is to help people, and it is committed to investing in its team members and fostering an inclusive environment.