We are looking for a Commercial Insurance Broker (Client Service Manager) to join our team in our Toronto office!As a Client Service Manager, you will be responsible for assisting the Client Executive in managing clients by establishing and maintaining excellent relationships with a focus on maximizing their loyalty.
If you are career-minded and looking for a dynamic work environment with a growth mindset, you will love working among our team!
Your day as a Client Service Manager- Manage proactively a book of business by reviewing the client's exposure and loss history and proposing appropriate coverage and/or solutions. Where necessary, develop account strategies, presentations, and other forms of communication with clients.
- Ensure maximum retention of books by providing exceptional client service by regularly contacting existing clients to ensure quality service is being delivered and needs are met and exceeded.
- Respond to telephone calls and written inquiries from clients and underwriters in a timely and professional manner.
- Identify prospective clients' needs through research and involvement with relevant resources, and utilize division and corporate resources when possible.
- Place new business as well as renewals and endorsements in a timely and efficient manner.
- Review policy wordings and other documentation for accuracy and completeness;
- Participate in industry functions and targeted public relations activities;
- Maintain extensive market relationships.
- Oversee the preparation of underwriting submissions; maintain appropriate documentation for various accounts and/or correspondence.
- Maintain expiry lists, records, and policy files to ensure that they are organized and up to date.
- Request and follow up with insurers for outstanding information, endorsements, or policy documentation.
- Create abeyances and follow up for outstanding items from underwriters, marketers, and clients.
- Establish appropriate procedures for claims administration and loss prevention activity.
- Monitor and follow up on outstanding client receivables.
- Other miscellaneous duties and special projects as required.
Our ideal candidate- 10+ years of experience in Commercial Insurance brokerage.
- University degree (typically in business or finance) or equivalent work experience.
- RIBO Licensed
- Ability to work well independently, as part of a team and with others throughout the organization.
- Good project management and presentation skills.
- Attention to detail and effective time management.
- Customer focused and service oriented.
- Good knowledge of the MS Office Suite (Excel, Outlook, and Word).
- Effective time management and organizational skills.
This posting is for a newly created position.
The expected salary for this role ranges from 85,000$ to 135,000$. Annual salary will be determined by factors including prior experience, location, business segment, and relevance of the candidate's skills to the role.
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