Commercial Lines Account Manager - Mid Market

POSITION OVERVIEW

Paisley Partners Inc, a Navacord Company, is accepting applications for experience Commercial Insurance Brokers who are knowledgeable expert advisors in commercial lines insurance. The successful candidate will be responsible for managing a book of business sin our commercial programs division, servicing clients in a courteous and professional manner, and assisting the producer in obtaining, maintaining and expanding business.

RESPONSIBILITIES:

•Responsible for managing a book of business, which focuses on maintaining relationship with a number of associations

•Manage account documentation (i.e. routine inquires, quotes, binders, statement of values, insurance contracts, endorsements, cancellations, etc.)

•Review and assess application, bind coverages, calculate premiums, issue certificates of insurance, document policies, and report claims

•Ensure that premium with applicable taxes and fees are collected prior to binding, either through the credit card site, cheque, email transfer, CAFO, etc.

•Upload policy documents within portals

•Ensure that a high level of service is maintained when answering a large number of client calls during renewals periods

•Set clear expectations for client and business partners by providing same day response time.

•Review client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirements

•Works closely with Producers and other staff on all aspects of client service, marketing, renewal while adhering to best practices and standard procedures

REQUIREMENTS:

•Minimum 5 years of commercial insurance experience required

•University degree preferred

•R.I.B.O license required

•Working towards C.I.P. or C.A.I.B. designation

•Superb interpersonal skills and attention to detail

•Ability to be a self starter with strong written and oral communication skills as well as organizational skills

•Skills in Outlook, Excel, Word and EPIC

Navacord is actively committed to support diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply. We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs.