Account Manager (Broker)

JOB SUMMARY

Gifford Carr is growing the north! We are looking to add a dynamic, energetic and team-oriented Personal Lines Account Manager (Broker) to our Sudbury office.

The successful candidate will provide quality, responsive assistance to the Risk Advisor while building and maintaining positive relations with clients. The Personal Lines Account Manager must be well organized and possess the ability to prioritize workflow while working with their team to provide outstanding customer service to their dedicated clients.

CORE RESPONSIBILITIES

• Maintain positive, long-term relationships with clients, insurance company representatives, and team members
• Provide value to clients by offering newly available coverages, identifying exposures, determining the appropriate solutions to those exposures, advising clients on why those solutions best meet their needs
• Provide assistance to the Personal Risk Advisor
• Function as first-line underwriters to qualify, maintain, and promote quality business
• Communicate with clients including answering questions, reviewing policy changes, and educating them regarding their coverages and purpose
• Communicate and negotiate with underwriters on the client’s behalf
• Provide assistance with quoting new business when required
• Perform insurer portal quoting and data entry
• Review renewals and existing coverage for accuracy
• Negotiate renewal terms, identify if another insurance company may be a better fit, discuss with the Risk Advisor and if decided, take the actions necessary to remarket the account
• Source, obtain and provide additional information requested by the underwriter
• Assist clients to complete applications
• Review and send client endorsements and invoices
• Assist the Risk Advisor to follow up on payments
• Maintain current client files
• Review and send insurance certificates
• Submit claims notices to insurance companies, follow-up with clients and adjusters regarding claim status
• Additional responsibilities as it pertains to the insurance operations that may arise from time to time including assisting other team members and Relationship Managers with workload as necessary

QUALIFICATIONS & EXPERIENCE

• Experience as a Personal Account Manager
• Active RIBO license required
• Working knowledge of Epic and Policy Works is an asset
• Effective verbal and written communications skills
• Ability to work well under pressure with minimum supervision
• Commitment to positive team dynamic
• Excellent time management and organization skills
• High attention to detail and accuracy
• Ability to multitask and respond to time-sensitive deadlines