Job Description
Job Description
Job Description
Senior Commercial Account Manager & Department Lead
Location: Vaughan, Ontario
Salary: $85,000-$120,000 per year + commission
Benefits
On site parking
Hybrid 2 to 3 days in office
About Our Client
Our client is a boutique insurance brokerage located in Vaughan, Ontario. They are a customer-focused organization offering Personal and Commercial Insurance, Life Insurance, Travel Insurance, and Group Benefits.
They are equally dedicated to their team. Recognizing that people are their greatest asset, they foster an environment that supports professional, personal, and social growth. Team members benefit from the mentorship of seasoned industry leaders, the camaraderie of a results-driven team, and the satisfaction of making a measurable impact every day.
Key Responsibilities
- Manage a portfolio of commercial accounts, ensuring exceptional client service and retention.
- Act as the primary point of contact for clients, handling inquiries, policy changes, renewals, and risk management advice.
- Prepare and process submissions, applications, proposals, cover notes, certificates, and invoices.
- Collaborate with Producers to develop client strategies, address emerging issues, and create comprehensive insurance solutions.
- Review policy documents for accuracy before delivery to clients.
- Conduct coverage and risk analysis to ensure clients are properly protected.
- Market new and renewal business, negotiating with underwriters to secure the best terms.
- Maintain accurate documentation and workflows in Epic.
- Support other team members as needed and contribute to team success.
- Participate in cross-selling initiatives and client engagement campaigns.
- Stay current with product knowledge and evolving market trends.
- Build and maintain strong relationships with insurer partners and clients.
- Lead a team of Cl Service and support team (8-10 staff)
Qualifications
- Active RIBO license in good standing (required).
- 8+ years of commercial insurance experience.
- Strong communication, organizational, and client relationship management skills.
- Detail-oriented with the ability to manage multiple priorities.
- Proficiency in Epic, Microsoft Outlook, Excel, and Word.