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)