Job Description

Our client is currently seeking a Commercial Account Manager to provide service and manage a mixed book of mid-size and smaller accounts.
This position will report to the President and to various Producers he/she may be supporting.

Job Duties:

• Responsible for managing a book of commercial insurance business consisting of approx. $3 million in premium. Accounts sizes range from $1000 to $50,000 in premium.
• Handle day to day calls, service client needs and contribute to new business production.
• Responsible for the review of commercial client renewals 120 days prior to their renewal
· Responsible for accuracy of policy documents and timely delivery of renewals
• Provide customer service which includes endorsements, cancellations, billing, insurance contracts,
certificates, binders, statement of values, quoting, cross-selling, up-selling and general inquiries
including phone calls and emails
· Review customer’s current coverage and assess whether coverage is sufficient or not
• Provide recommendations to customer if necessary to improve the overall product value
• Demonstrated ability to handle multiple priorities successfully
• Strong analytical and organizational skills
• Excellent verbal and written communication skills
• Post-secondary education; or equivalent experience
• CIP, CRM or CAIB designation or working towards
• Polished customer service skills and communication skills (both verbal and written);
• Tech savvy with the ability to work in a paperless environment
· Participate in training seminars, conference calls and client visits if requested by the owner

Qualifactions:
· Minimum 5 years related experience
· R.I.B.O license in good standing
· College or University degree
· Excellent interpersonal and communication skills

At Leap we are an Equal Opportunity and Affirmative Action Employer. That means all applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. Leap will not tolerate any discrimination or harassment based on any of these characteristics. Leap encourages applicants of all ages.

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