Client Service Manager, Commercial Insurance

We offer more than a job, we offer a career!

• We support our employees to shape their career by encouraging continuing education and investing in training and development.
• We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and rewarding.
• We inspire people to do what they are passionate about by believing in integrity, respect and recognition of diversity and community support.
• We are a dynamic team where entrepreneurship, innovation and collaboration are at the core of our values.
• We offer competitive salaries and a multitude of benefits starting day one including generous medical and dental coverage, telemedicine, employee and family assistance program, and retirement and savings programs.
• We recognize the importance of work-life balance with our hybrid work program, wellness allowance, and year-round social activities and events.

We are looking for a Commercial Insurance Broker (Client Service Manager) to join our team in our Toronto office!

As a Client Service Manager, you will be responsible for assisting the Client Executive in managing clients by establishing and maintaining excellent relationships with a focus on maximizing their loyalty.

If you are career-minded and looking for a dynamic work environment with a growth mindset, you will love working among our team!

• Manage proactively a book of business by reviewing the client’s exposure and loss history and proposing appropriate coverage and/or solutions. Where necessary, develop account strategies, presentations, and other forms of communication with clients.
• Ensure maximum retention of books by providing exceptional client service by regularly contacting existing clients to ensure quality service is being delivered and needs are met and exceeded.
• Respond to telephone calls and written inquiries from clients and underwriters in a timely and professional manner.
• Identify prospective clients’ needs through research and involvement with relevant resources, and utilize division and corporate resources when possible.
• Place new business as well as renewals and endorsements in a timely and efficient manner.
• Review policy wordings and other documentation for accuracy and completeness;
• Participate in industry functions and targeted public relations activities;
• Maintain extensive market relationships.
• Oversee the preparation of underwriting submissions; maintain appropriate documentation for various accounts and/or correspondence.
• Maintain expiry lists, records, and policy files to ensure that they are organized and up to date.
• Request and follow up with insurers for outstanding information, endorsements, or policy documentation.
• Create abeyances and follow up for outstanding items from underwriters, marketers, and clients.
• Establish appropriate procedures for claims administration and loss prevention activity.
• Monitor and follow up on outstanding client receivables.
• Other miscellaneous duties and special projects as required.

• 10+ years of experience in Commercial Insurance brokerage.
• University degree (typically in business or finance) or equivalent work experience.
• RIBO Licensed
• Ability to work well independently, as part of a team and with others throughout the organization.
• Good project management and presentation skills.
• Attention to detail and effective time management.
• Customer focused and service oriented.
• Good knowledge of the MS Office Suite (Excel, Outlook, and Word).
• Effective time management and organizational skills.

This posting is for a newly created position.

The expected salary for this role ranges from 85,000$ to 135,000$. Annual salary will be determined by factors including prior experience,…