Associate Account Manager – Complex Risk

Role Overview

• Manage and service a portfolio of large commercial insurance accounts
• Build and maintain strong, professional relationships with both clients and insurance markets
• Demonstrates strong technical insurance knowledge of coverage, with an ability to provide clients with expert guidance on complex commercial insurance coverage and respond to sophisticated coverage inquiries
• Delivers exceptional customer experience to internal and external customers
• Liaises with Client, Account Executive/Account Manager and Markets
• Follows Hub Service Guidelines
• Demonstrates commitment to teamwork and collaboration by supporting Account Executive/Account Manager and Marketer with all aspects of servicing commercial accounts including support of marketing/broking efforts
• Acts as primary Customer Service Contact in absence of Account Executive or Account Manager
• Responds to customer requests directly (or indirectly from Account Executive or Account Manager), submitting information to appropriate insurance companies and binding coverage where appropriate
• Participates in formal account reviews and Critical Path meetings; working diligently to provide value-added services for clients and follow up on action items required by Producer, Marketer or Servicer
• Collect data from the client, create an expert submission in EPIC and a rate sheet to be presented, identify coverage gaps, negotiate suitable rates and coverages with company underwriters, present Account Executives/Account Managers with best programs, and bind coverage
• Prepares proposals, customer correspondence, certificates, and invoices
• Prepares cover notes on accounts marketed
• Processes all documentation according to Hub workflows

Requirements

• Insurance experience, preferably 5 years within a commercial capacity
• Level 2 General Insurance License
• Recognized industry certification preferred (CAIB, CIP, CRM, BCIT Risk Management)
• Works independently without supervision
• Exceptional written and verbal communication skills
• Superior client service, presentation and interpersonal skills
• Demonstrated ability to explain and document sophisticated insurance coverage solutions clearly and professionally
• Strong attention to detail and accuracy
• Service-driven with a client-first mindset
• Intermediate to advanced MS Office knowledge, with focus on Excel, PowerPoint, and Word
• Strong sense of urgency when handling accounts, highly organized, proactive, and capable of managing multiple priorities
• A people person, you work to provide superior client service while working collaboratively with your team and markets

Benefits

• Competitive compensation
• Company matching RRSP contributions
• Tuition financing and career-related training and development
• Customizable flexible benefits options for you and your family
• Mental and physical wellness initiatives
• A positive, collaborative and team-oriented environment
• Ongoing personal and career development