Commercial Account Manager
Hybrid/Remote | Full-Time/Term/Contract
About Our Client
Our client is a respected independent insurance brokerage with a strong presence across Ontario and Western Canada. Known for its client-first approach and entrepreneurial mindset, the firm delivers tailored commercial risk solutions backed by its core values of Integrity, Competency, and Empathy.
As the organization continues to grow and invest in operational excellence and technology, they are now seeking to add an experienced Commercial Account Manager to their expanding teams; on a full-time contract/term basis. This opportunity offers the chance to work alongside established Commercial/Business Account Executives, managing a diverse portfolio while contributing directly to client retention and service excellence within a collaborative, growth-focused environment.
Key Responsibilities
As the Commercial Account Manager, you will work closely with Business Account Executive(s), providing high-level support, service, and technical expertise. The objective of this position is to deliver service beyond expectation to clients, insurers, and colleagues while consistently applying the organization’s core values and adhering to established procedures and standards.
Service Responsibilities
- In collaboration with Business Account Executive(s), assess clients’ needs and prepare accurate documentation to address client exposures
- Provide solutions to client issues while meeting insurer obligations
- Proactively manage accounts to ensure strong retention
- Ensure accurate and timely servicing and billing of accounts
New Business & Rewrites
- Place new clients with insurers in accordance with binding authorities and underwriting guidelines
- Adhere to established new business protocols with appropriate risk selection and documentation (including EPIC)
- Input standard applications into EPIC as received by Business Account Executive(s) and prepare proposals as required
- Review all policy documents for accuracy prior to delivery
- Advise Business Account Executive(s) of any limitations of coverage
Endorsements
- Obtain and document all necessary information for requested changes
- Process policy changes efficiently and accurately
Renewals
- Review renewals for accuracy, including exclusions and warranties
- Collaborate with Business Account Executive(s) to address coverage gaps or additional insurance requirements
- Follow established renewal review protocols
Claims
- Guide clients through the claims process to support informed decision-making
- Complete claims reports and transmit to insurers; document activities in EPIC
- Follow up with clients to ensure satisfaction with claims handling
Non-Renewals
- Notify clients of non-renewal and secure alternative market options to prevent coverage lapses
Cancellations
- Explore and document reasons for cancellation requests
- Process cancellations in accordance with company and insurer guidelines
- Coordinate reinstatement where applicable
Performance Standards
- Respond promptly to client inquiries with the goal of exceeding expectations
- Maintain current knowledge of insurer products, underwriting rules, and requirements
- Ensure organized and up-to-date client files in EPIC and Policy Works
- Participate in internal and external professional development opportunities
- Complete a minimum of 8 continuing education hours annually
- Refer Life and Health leads internally
- Contribute positively as an engaged and collaborative team member
- Adhere to standard operating procedures and organizational guidelines
Qualifications
To succeed in this role, candidates should demonstrate the following:
- RIBO licensed; working toward or completion of CAIB preferred
- Experience with Applied EPIC.
- Excellent interpersonal and communication skills
- Proven track record of delivering high-level client service
- Ability to collaborate effectively within a diverse and dynamic team
- Strong understanding of commercial insurance market dynamics
- Self-starter with the ability to multitask and manage competing priorities
- Positive, supportive, and enthusiastic team contributor
- High degree of integrity, empathy, credibility, and professional work ethic
- Commitment to the organization’s vision and core values
Apply Today
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Email: Resume to Steven Sandhu at
[email protected]About Us
Executrade is one of Western Canada’s most comprehensive full-service recruitment firms, with over 50 years of expertise in connecting talented professionals with leading organizations.
We are proud to apply principles of diversity, equity, and inclusion in all our recruitment practices, ensuring equal opportunities for all candidates. Our commitment to these values enables us to match organizations with a diverse range of top talent, fostering workplace cultures that thrive on innovation, collaboration, and respect. In accordance with Canadian immigration laws, priority will be given to Canadian citizens and permanent residents. Learn more: www.cic.gc.ca.
