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Commercial Account Manager – Port Hope

Jones DesLauriers is hiring for an experienced Commercial Account Manager at our Port Hope location who is a knowledgeable expert advisor in commercial insurance lines of business. The successful candidate will be responsible for managing a book of business, servicing clients in a courteous and professional manner, and assisting the producer in obtaining, maintaining, and expanding business.

 RESPONSIBILITIES:

 Responsible for managing a renewal book of business

  • Works closely with Producers and other JDIMI staff on all aspects of client service, marketing, and renewal while adhering to JDIMI’s best practices and standard procedures.
  • Initiate Account Planning with Producer 100 days in advance of the renewal
  • Maintain a retention rate of 95% or higher on your Book of Business
  • Set clear expectation for client and business partners by providing same day response time
  • In collaboration with Producers; coordinate, support plans, discuss arising issues and create comprehensive plans for existing clients
  • Develops new business from existing accounts and assigned leads, and contributes to meeting departmental production goals.  Identifies and follows-up on cross-selling opportunities when appropriate
  • 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
  • Maintain up-to-date EPIC workflow documentation and ensures workflows are followed
  • Ensure accurate and timely servicing and billing of accounts
  • Participate actively in cross-sell campaigns and other initiatives as required
  • Actively develop an increased knowledge of related insurance products and client needs
  • May participate in or conduct client meetings when necessary
  • 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
  • Other duties as assigned

 Requirements:                                                                                  

  • Minimum 5 years of commercial insurance experience required
  • I.B.O. license required
  • I.P. or C.A.I.B. designation(s) preferred
  • Client development/relationship management experience
  • Solid understanding of policy wordings/coverages
  • Ability to mentor others and proven negotiation skills
  • Strong attention to detail, time management, problem solving and analytical skills
  • 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 EPIC

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

JDIMI is committed to providing accommodations for persons with disabilities.  If you require accommodation, we will work with you to meet your needs.