Commercial Insurance Account Manager

We are currently recruiting for a Commercial Insurance Account Manager to join the team of our client, a well-established organization in the insurance industry. This dynamic, client-facing role requires a highly organized, proactive, and team-oriented individual who is passionate about providing excellent service. The Commercial Account Manager will work closely with the Account Executive to build and maintain strong client relationships while ensuring high-quality service and support.

Key Responsibilities

• Build and maintain strong, long-term relationships with clients, insurance company representatives, and internal team members.
• Identify coverage gaps and exposures, recommend appropriate solutions, and provide expert advice to clients.
• Respond to client inquiries, explain policy changes, and ensure clients understand their coverage.
• Assist clients with completing applications and submitting necessary documentation.
• Review and send client endorsements, invoices, and insurance certificates.
• Educate clients on their policies to ensure they are fully informed and confident in their coverage.
• Act as the primary contact for underwriting to qualify, maintain, and promote quality business.
• Communicate with underwriters on behalf of clients, negotiating policy terms when necessary.
• Assist with quoting new business and handling policy renewals.
• Review renewal documents and existing coverage for accuracy, recommending adjustments when needed.
• Collaborate with the Account Executive to assess whether a different insurance company may be a better fit for the client’s needs.
• Re-market accounts when necessary to secure the best possible terms.
• Gather and provide any additional information requested by underwriters.
• Submit claims notices, track claims progress, and follow up with clients and adjusters as needed.
• Stay up to date on industry trends, insurer changes, and policy updates.
• Provide administrative support to the Commercial Account Executive as needed.
• Follow up with clients on payments and outstanding balances.
• Maintain up-to-date and accurate client files.
• Support the broader team by assisting with workload management and providing assistance to other Account Managers when needed.

Qualifications:

• Active RIBO license is required.
• Previous experience as a Commercial Account Manager or in a similar insurance-related role.
• Familiarity with insurance software platforms (e.g., Epic, Policy Works) is an asset.
• Excellent written and verbal communication skills.
• Strong ability to prioritize and manage multiple tasks in a fast-paced environment.
• Ability to work independently with minimal supervision, while also contributing to a positive team dynamic.
• Exceptional organizational skills and keen attention to detail.
• Strong time management skills and ability to meet deadlines.
• Client-focused approach with a commitment to providing outstanding service.

We’re an equal opportunity employer committed to increasing diversity and inclusion in today’s workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Minorities, women, LGBTQ candidates, and individuals with disabilities are encouraged to apply. If you require an accommodation, please review our accessibility policy and reach out to our accessibility officer with any questions.