Commercial Lines Account Manager

1 week ago

Geelong, Victoria, Australia beBeeAccount Full time $65,000 - $80,000
Senior Account Manager Job

The successful candidate will be responsible for maintaining maximum retention of existing clients by providing exceptional service.

  • Maintaining maximum retention of existing book through proactive client engagement and problem-solving skills.
  • Collaborating with producers/marketers to address client needs and recommend solutions.
  • Organizing internal renewal strategy meetings to ensure seamless account transitions.
  • Attending external client meetings as required to build strong relationships.
  • Responding promptly to client emails and phone calls to provide timely support.
  • Preparing all client services documents, including Renewal Summaries, Proposals, and Underwriting Submissions.
  • Maintaining monthly expiry lists and following up on project expiries.
  • Monitoring abeyances for outstanding information and ensuring timely resolution.
  • Updating spreadsheets, such as Statement of Values and Contractors Equipment.
  • Writing correspondence and sending documents to clients using company templates.
  • Liaising with marketing teams on placements, renewals, and midterm policy changes.
  • Handling complete brokering process for small to mid-size policies within the book.
  • Reviewing leases and contract documents to provide coverage advice to clients.
  • Providing bid costing for clients prior to tender closings and recommending appropriate coverage.
  • Completing certificate requests and recommending additional coverage to clients.
  • Quoting and issuing premium finance contracts as requested.
  • Following up on accounts receivable and adhering to corporate policies and procedures.
  • Maintaining continuing education credits for licensing and staying up-to-date with industry developments.
Requirements:
  • A Level 2 Insurance License is required.
  • A minimum of 3-5 years Commercial Lines experience; construction experience is an asset.
  • CAIB, CIP, FCIP, or CRM designation would be considered an asset along with University and/or College education.
  • A self-starter with excellent organizational skills, attention to detail, and ability to prioritize multiple tasks in a fast-paced environment.
  • Excellent verbal and written communication skills with ability to represent the organization professionally.
  • 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.
What We Offer:
  • Competitive salary and benefits programs.
  • Professional development training/courses.
  • A great collaborative work environment.
  • A positive and supportive setting which encourages the health and wellness of our team.

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