Commercial Lines: Account Manager

Jones DesLauriers is hiring an Account Manager reporting to the Account Director. The successful incumbent will be responsible for maintaining a book of business, servicing client needs, and focus on new business production.

Responsibilities

  • Responsible for managing a renewal book of business.
  • In collaboration with Producers; coordinate, support plans, discuss arising issues and create comprehensive plans for existing clients
  • Responsible for the review and accuracy of policy documents prior to the delivery to the client
  • Responsible for the preparation of proposals for prospect and stewardship reviews for existing clients
  • Manage account documentation (i.e., routine inquires, quotes, binders, statement of values, insurance contracts, endorsements, cancellations, etc.)
  • Review client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirements
  • Maintains up-to-date TAM workflow documentation and ensures workflows are followed
  • Ensure accurate and timely servicing and billing of accounts
  • Participate in actively in cross-sell campaigns and other initiatives as required
  • Actively develop an increased knowledge of related insurance products and client needs
  • Participate in training and professional development courses to enhance skills and industry knowledge
  • Maintain positive working relationships with clients, staff, other JDIMI departments and offices

Requirements

  • Minimum 10 years commercial insurance experience
  • R.I.B.O and C.I.P designation required as well as C.A.I.B or at minimum working towards the designation
  • Client development/relationship management experience
  • Mentorship of Junior Account Managers
  • Superb interpersonal skills, presentation skills and attention to detail
  • Ability to be a self starter with strong written and oral communication skills as well as organizational skills
  • Advanced skills in Outlook, Excel, Word and TAM

Qualified candidates are invited to email their resume and cover letter to careers@jdimi.com