Account Manager
Oakville, ON, Canada
$ 80.000 - 100.000
At Michell Sandham, we believe in integrity, experience, and results. As the Account Manager – Business Insurance you will be responsible for a portfolio of business within our Business Insurance team for client’s over $10,000.00. You will be a trusted advisor for your clients providing them with counsel to make educated decisions on all things Insurance.
About you: Integrity – You do what is right, always.
Experience – You have the experience to build trust and help our client’s make informed decisions.
Results – You believe in getting the job done, not only on time, but right the first time.
Key responsibilities: Assist with the collection of renewal information from clients
Preparing coverage specifications and insurance applications
Review insurance quotations and create coverage and premium comparisons
Assist in creating client proposals, analysis and renewal presentations
Accountable for issuing all of binders and invoicing for each line of coverage
Prepares premium allocation and risk allocation for taxation purposes where applicable
Manage the billing and accounts receivable activity on assigned accounts
Reviews insurance policies for accuracy and coordinates corrections with insurers
Prepares and sends policy documents to clients
Reviews requirements and executes issuance of certificates of insurance
Issuance of insurance certificates and auto ID cards where applicable
On Going Customer Service:
Reviews policy wordings and other documentation for accuracy and completeness
Reviews requirements and executes issuance of certificates of insurance
Process policy changes and endorsements
Issuance of insurance auto ID cards
Accounts Receivable collections on outstanding accounts
Ensure quality service to all clients including computerized file maintenance
Responds to client inquiries and insurer coverage/documentation requests
Reporting of claims as required
Maintain renewal lists for the service team
What you will need: Minimum 5 or more years of experience In Business Insurance
College or University degree preferred or equivalent work experience
R.I.B.O. Licensed
Proficient in Microsoft Office, Applied Systems TAM preferred
Strong Organizational, time management and customer service skills
What we will do for you: Competitive Compensation
Extensive Employee Health Benefits including Long Term Disability, Healthcare Spending Account, Critical Illness Insurance, and an EAP Program
Group RRSP Plan including a 3% Company Match
Up to $3,000 per year towards your Continuing Education
Up to $600 per year towards a Fitness and Wellness Reimbursement
20% Discount on your Home Insurance and 12.5% Discount on your Auto Insurance through Mitchell Sandham.
Wellness Fridays where you get every other Friday as a Paid Day Off
Celebrate your Birthday every year with a Paid Day Off
About us: Mitchell Sandham is an independent full-service insurance brokerage specializing in personal and commercial insurance along with financial service offerings. Specialize in designing custom insurance products for businesses including graphic designers, restaurants, and information technology/knowledge based companies. Also, specialize in the personal insurance for these individuals including homes, cars, excess liability, valuable articles and yachts.
All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
For accommodations during the interview process please reach out to [email protected].
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