Senior Commercial Account Manager & Account Executive Positions

  • 2024-02-02
  • Our client is seeking a highly dependable and personable professional to join their team as either a Senior Commercial Account Manager or an Account Executive, based on their level of experience. These roles reside in our client’s fast-paced commercial lines department. These exciting opportunities are permanent, full-time positions.
    Our client’s head office is located in Halifax and this is a hybrid role, with some flexibility to work from home during the week.
    Senior Commercial Account Manager Roles and Responsibilities:
    • Contact clients via email or mail
    • Submit accounts and new business leads
    • Interact with underwriters to confirm additional info required in order to quote
    • Support Producer in negotiating renewals with underwriters
    • Assist Producer with presenting, reviewing, and discussing new business proposals to client
    • Prepare proposals for prospects to market account, including marketing report outlining results
    • Prepare renewal proposals based on renewal quote from incumbent
    • Update/Maintain “Policy Schedule” as changes are made throughout term
    • Review all policy documents received for accuracy
    • Handle day to day requests from clients (additions, deletions, substitutions)
    • Prepare covering letters with renewals and new business
    • Manage client TAM screen
    • Certificates of insurance
    • Surety bonding
    • Confirmation of coverage issuance
    • Invoice transactions
    ADDITIONAL Roles and Responsibilities for Account Executive Position:
    • Managing a book of clients with minimal oversight – No Sales Expectations; only servicing existing book of clients
    • Typically working on larger more complex files
    • Responsible for presenting and negotiating renewals
    • Taking ownership of difficult client discussions
    • Review and commenting on job contracts
    • Upselling different lines of business to existing clients (Cyber insurance, D&O insurance, etc.)

    What do current members of our team say about us compared to other companies in the industry
    • “Morale is higher”
    • “More rewarding”
    • “Doesn’t feel huge although we do big business”
    • “Opinions are heard”
    • “If you needed to, you feel like you can really effect change”

    Education/Experience Requirements:
    • Minimum 5 years industry experience
    • Minimum 3 years commercial insurance broker experience
    • Strong working knowledge of Adobe, Microsoft Word & Excel and Outlook is required
    • Insurance-related education and/or professional designations are considered very important assets (and other post-secondary education is viewed as a benefit but not a requirement)