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Senior Commercial Account Manager & Account Executive Positions

Halifax, NS, Canada

Our client is seeking a highly dependable and personable professional to join their team as either a Senior Commercial Account Manager or an Account Executive, based on their level of experience. These roles reside in our client’s fast-paced commercial lines department. These exciting opportunities are permanent, full-time positions. Our client’s head office is located in Halifax and this is a hybrid role , with some flexibility to work from home during the week. Senior Commercial Account Manager Roles and Responsibilities: Contact clients via email or mail

Submit accounts and new business leads

Interact with underwriters to confirm additional info required in order to quote

Support Producer in negotiating renewals with underwriters

Assist Producer with presenting, reviewing, and discussing new business proposals to client

Prepare proposals for prospects to market account, including marketing report outlining results

Prepare renewal proposals based on renewal quote from incumbent

Update/Maintain “Policy Schedule” as changes are made throughout term

Review all policy documents received for accuracy

Handle day to day requests from clients (additions, deletions, substitutions)

Prepare covering letters with renewals and new business

Manage client TAM screen

Certificates of insurance

Surety bonding

Confirmation of coverage issuance

Invoice transactions

---------------------------------------------------------------------------------------------------------------------- ADDITIONAL Roles and Responsibilities for Account Executive Position: Managing a book of clients with minimal oversight – No Sales Expectations; only servicing existing book of clients

Typically working on larger more complex files

Responsible for presenting and negotiating renewals

Taking ownership of difficult client discussions

Review and commenting on job contracts

Upselling different lines of business to existing clients (Cyber insurance, D&O insurance, etc.)

What do current members of our team say about us compared to other companies in the industry ? “Morale is higher”

“More rewarding”

“Doesn’t feel huge although we do big business”

“Opinions are heard”

“If you needed to, you feel like you can really effect change”

Education/Experience Requirements: Minimum 5 years industry experience

Minimum 3 years commercial insurance broker experience

Strong working knowledge of Adobe, Microsoft Word & Excel and Outlook is required

Insurance-related education and/or professional designations are considered very important assets (and other post-secondary education is viewed as a benefit but not a requirement)

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