Senior Commercial Account Manager Job Description Template
Our company is looking for a Senior Commercial Account Manager to join our team.
Responsibilities:
- Participate in actively in cross-sell campaigns and other initiatives as required;
- Review client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirements;
- Responsible for the preparation of proposals for prospect and stewardship reviews for existing clients;
- Manage account documentation (i.e., routine inquires, quotes, binders, statement of values, insurance contracts, endorsements, cancellations, etc.);
- Review new business applications and issue policy documents;
- Maintains up-to-date TAM workflow documentation and ensures workflows are followed;
- Attend professional development programs to grow your knowledge as a professional;
- In collaboration with Producers; coordinate, support plans, discuss arising issues and create comprehensive plans for existing clients;
- Maintain positive working relationships with clients, staff, other departments and offices;
- Manage all aspects of loan proposals while rating and assessing credit;
- Participate in training and professional development courses to enhance skills and industry knowledge;
- Make changes to clients existing client policies as necessary;
- Advise clients on claim processes and procedures and when necessary, resolve conflict or advocate on a clients behalf;
- Responsible for managing a renewal book of business;
- To discuss service offerings with new and existing customers in in order to grow service client base and services provided.
Requirements:
- Ability to be a self starter with strong written and oral communication skills as well as organizational skills;
- Client development/relationship management experience;
- Advanced skills in Outlook, Excel, Word and TAM;
- Superb interpersonal skills, presentation skills and attention to detail;
- R.I.B.O and C.I.P designation required as well as C.A.I.B or at minimum working towards the designation;
- Mentorship of Junior Account Managers;
- Understanding and experience working with Indigenous communities is essential;
- Demonstrated background in business development;
- Bachelor’s degree in commerce or business administration;
- Proven customer service attitude with excellent communication skills;
- Proven negotiation skills;
- A team player able to work independently;
- Minimum 5 years commercial insurance experience;
- 3 to 5 years experience dealing with entrepreneurs with a thorough understanding of business opportunity;
- Understanding of Indigenous funding opportunities.