Senior Commercial Lines Account Representative

DGA CAREERS British Columbia - Vancouver - Vancouver, BC (30+ days ago)

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Commercial Lines Account Manager

Our client, a Vancouver based Insurance Brokerage, is seeking an energetic Commercial Lines Customer Service Representative to join their busy team. The qualified individual will take responsibility for understanding their client’s insurance needs in order to nurture and manage the client relationship to ensure the highest level of client service. This role is to manage and coordinate the day to day functions of the account through efficient communication along with accurate use of systems and technology.

Duties and Responsibilities:

  • Account service coordination and first point of client contact
  • Arrange and participate in meetings, conferences and project team activities Preparation of all client documentation including invoices and certificates of insurance
  • File creation and organization of client documentation
  • Manage workload according to importance and prioritize effectively Administration of the client renewal process
  • Handle Endorsement Requests and policy changes
  • Correspondence with Underwriters Cross selling and up selling to other lines of business
  • Follow up on outstanding documents from the Insured or from the Insurer Coordinate with Insurers as required to support the broking function
  • Checking policy documents for accuracy
  • Manage, organize an update relevant data Prospective client research

Requirements:

  • Minimum 2 years experience in commercial insurance (mid-sized accounts)
  • Level 2 License
  • Entrepreneurial mindset and an ability to identify opportunity
  • Positive interpersonal skills including excellent verbal and written communication
  • High level of personal accountability
  • Ability to work independently and within a team
  • Problem solving skills including the ability to be resourceful
  • Experience with agency management systems

Job Type: Full-time

Experience:

  • commercial insurance: 3 years (Required)

Licence:

  • Level 2 Insurance License (Required)