Commercial Lines Account Manager, Transportation
Indexed description
What will you do?
- Oversee the day-to-day servicing of the book working with clients
- Prepare Certificates of Insurance
- Checking and processing of policy documents, renewals, endorsements, and cancellations
- Process MVRs, driver abstracts, CVOR, etc.
- Preparing and forwarding binders for renewals as instructed
- Preparing and forwarding form letters and documents to clients and insurers
- Processing invoices
- Review client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirements
- Input and update claims and new client information
- Assist Customer Service Brokers and/or Producers with client inquiries or rush assignments as requested
- Know customers and fully understand their needs
- Document all communications and interactions with clients, carriers and others
- Address insured’s questions and concerns regarding policies, coverage, and premium payments promptly via phone, e-mail, written communication etc.
- Minimum 5 years commercial lines experience, either from a brokerage or insurance company preferred
- R.I.B.O license and/or working towards C.I.P or C.A.I.B designations is an asset.
- Completed Post-Secondary education in related field of study (college or university level)
- Interpersonal, strong communication and listening skills are crucial for this position
- Driven and results oriented
- A strong attention to detail and accuracy
- Excellent organizational skills
- Enjoy being a team player
- Self-motivated and proactive
- Proficient with Microsoft Word and Excel
The salary range for this newly created role is $60,000 - $90,000. Please note that individual salary is determined by factors such as job-related knowledge, skills and experience, as well as internal equity.
Lawrie Insurance Group Inc. is an equal opportunity employer and is committed to providing employment accommodations in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act. Please advise Human Resources if you require accommodation.
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