Commercial Business Development Professional

2 days ago

Geelong, Victoria, Australia beBeeAccount Full time $70,000 - $85,000
Job Opportunity

We are seeking a highly skilled Commercial Account Manager to join our team in Victoria. The ideal candidate will have a positive attitude, strong problem-solving skills, and the ability to prioritize multiple tasks in a fast-paced environment.

The right individual will be responsible for maintaining maximum retention of an existing book of business by providing exceptional client service, attending external client meetings as required, responding promptly to client emails and telephone calls, preparing all client services documents together with the support team, and monitoring abeyances for outstanding information.

Key Responsibilities:
  • Maintain maximum retention of an existing book of business by providing exceptional client service;
  • Attend external client meetings as required;
  • Respond promptly to client emails and telephone calls;
  • Prepare all client services documents together with the support team (i.e. Renewal Summaries, Proposals, Underwriting Submissions);
  • Maintain monthly expiry lists including following up on project expiries;
  • Monitor abeyances for outstanding information;
  • Update spreadsheets such as Statements of Values and Contractors Equipment Schedules;
  • Liaise with placement team (as required) on placements, renewals and midterm policy changes;
  • Handle complete broking process on small mid-size policies within the book;
  • Review leases and contract documents and provide coverage advice to clients;
  • Provide bid costing for clients prior to tender closings and recommend appropriate coverage;
  • Complete certificate requests in conjunction with the support team;
  • Recommend additional coverage to clients (using coverage checklist);
  • Quote and issue premium finance contracts as requested;
  • Attend internal renewal strategy meetings;
  • Proactively manage account receivables;
  • Adhere to corporate policies and procedures;
  • Maintain continuing education credits for licensing;
  • Other miscellaneous duties and special projects as required.
Requirements:
  • A Level 2 Insurance License;
  • A minimum of 5 years account management experience and strong knowledge of commercial lines insurance (with knowledge of construction insurance being an asset);
  • CAIB, CIP, FCIP or CRM designation would be considered an asset along with University and/or College education;
  • A self-starter, who is highly organized with exceptional attention to detail;
  • Excellent verbal and written communication skills;
  • Intermediate computer skills including Microsoft Office Suite and Applied Epic;
  • A friendly professional demeanor with a good sense of business acumen;
  • A natural ability to thrive in a team environment and work well with others;
  • Driven to success and can represent our brand and your own cohesively and confidentially;
  • Excellent organizational skills;
  • Comfortable multi-tasking and prioritizing tasks without guidance;
  • Punctual with strong attendance history.
About Us

We offer a range of insurance, surety, warranty, and risk management services across BC, Alberta, Ontario, and beyond.

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