Team Lead / Manager with RIBO License - Experienced Insurance Commercial Lines Account Manager

Newmarket, ON

Our client North of Toronto, but in the GTA is looking for a high-performing, Commercial Lines  Teeam Lead/Account Manager.  We are eager to find someone that is loyal, honest, trustworthy and has our client’s best interest at heart. Ideally, we are looking for someone with 7+ years of previous experience as a commercial lines account manager.  You must possess strong understanding of insurance products and wordings.  With a high standard for the clients, ensuring the best practices regardless of any situation. 

If the Account Manager is also considered for the Team Lead role, this person must provide customer service to clients of the Commercial Lines Group and also acts as a Team Lead to a group Account Managers.

Alternatively, the right Account Manager with the proper experience, attitude and desire can grow into this role. 

Account Manager Responsibilities:

• Manage a book of business by providing effective customer service including assessing customer needs, advising on insurance matters, recommending solutions, answering inquiries, etc.
• Facilitate and ensure clients have a full understanding of policy coverage and exclusions through clear and concise communications
• Facilitate client retention through extraordinary service levels, remarketing of renewals to alternate insurance companies, ensuring mono-line accounts are solicited for the other line and directed to New Business Account Managers
• Reporting new claims and suspending follow up claims management per protocol to Claims Coordinator always showing empathy
• Pull and manage monthly renewal reports in order to proactively meet required target for renewal touches and file review per protocol
• Assisting with second level payment inquiries
• Assist with receivables for agency bill clients (second level)
• Manage suspense’s daily

   

   

  Skills: 

  • Strong written and oral communication
  • Effective communication skills (including comprehension)
  • Strong attention to detail
  • Empathy towards others
  • Ability to adapt to change

   

  Working Conditions

  • Office environment
  • Microsoft
  • Outlook
  • Epic Software

   

  Growth 

  Heavily focused on team 

  Accelerated revenue 

  Increase retention

*Team Lead 

• Liaise with Account Managers to ensure proper support is provided to the customers
• Demonstrated coaching experience 
• Possess strong management skills
• Oversee administration of a team of Account Managers 
• Onboarding of new hires including but not limited training and mentoring
• Administer vacation and attendance
• Conduct performance management - improvement notices, performance appraisals
• Provide day-to-day guidance/instructions to team
• Continuous coaching for improvement
• Provides Management with suggestions / input on efficient operations of the team
• Act as first level escalation as required 

**Management:

• Schedule, Organize and Conduct effective team meetings
• Collaboration with the HR team for performance management and onboarding  
• Ensure new product offerings and technologies are communicated and trained
• Insurer Training/Re-training is conducted as required
• Motivate, coach, and mentor team members
• Play an intricate role in developing the team’s skillset
• Manage conflict
• Takes accountability personally and for team members
• Works in conjunction with management regarding decision making
• Informs management on dates on team performance

This opportunity is located North of Toronto and requires a strong customer focused individual who has previous experience for the leadership role; however, a well versed individual who has several years of experience could potentially earn their way into this role!