Sr. Commercial Account Manager
- Employer
- Tredd Insurance Brokers Inc
- Location
- Toronto - Downtown
- Salary
- 70,000 - 90,000 annual
- Starts
- Closes
- Job Category
- Insurance
- Job Type
- Permanent
We are looking for an individual experienced in handling large commercial accounts to join our team. Their responsibilities will include the following:
Work with the Sales Executives, acting as key contact for Commercial clients and provides customer service for an established book of Commercial Accounts. Responsible for advising on insurance matters; conducting needs assessment, recommending solutions and answering inquiries. Liaise with clients for day-to-day administration of insurance program. Alert the Sales Executive and team to issues requiring action or communication with the client.
Responsibilities:
RENEWALS
- 90 Days prior to renewal discuss client growth, any operation changes, marketing plan, and insurance markets with Sales Executive, client and Marketing
- Obtain required documentation from clients for renewal (or Sales Executive)
- Pre-renewal package prepared 90 days in advance
- Responsible for obtaining any outstanding or addition information from client
- Review submission and submit to marketing with instructions
- Review terms and renewal package with Sales Executive
- Summarize marketing results for presentation to client
- Delivery of renewal terms to Sales Executive or to client 30 days prior to renewal
- Invoicing and collection of premiums
NEW BUSINESS
- Ensures that consent to use information from potential new client has been obtained
- Review prospects current program, advise on coverage gaps and discuss with Sales Executive
- Meet with Sales Executive and design a comprehensive insurance program utilizing insurance placement and risk management
- Prepare submission for marketing
- Negotiate payment terms with client
- Preparation of proposal for client, reviewing documents from companies for accuracy and proper coverage
OTHER
- Responsible for receivables along with Sales Executive
- Reviewing insurance requirements of clients insurance contracts
- Claims advocate – management of claims