Our client located in the North of Toronto is looking for a high-performing Commercial Lines Team Lead/Account Manager. We are eager to find someone that is loyal, honest, trustworthy, and has our client’s best interest at heart.
Ideally, we are looking for someone with 7+ years of experience as a commercial lines account manager. You must possess a strong understanding of insurance products and wordings. You must maintain a high standard for the clients, ensuring the best practices regardless of any situation.
If the Account Manager is also considered for the Team Lead role, this person must provide customer service to clients of the Commercial Lines Group and also acts as a Team Lead to a group Account Managers.
Alternatively, the right Account Manager with the proper experience, attitude, and desire can grow into this role.
Account Manager Responsibilities:
- Manage a book of business by providing effective customer service including assessing customer needs, advising on insurance matters, recommending solutions, answering inquiries, etc.
- Facilitate and ensure clients have a full understanding of policy coverage and exclusions through clear and concise communications
- Facilitate client retention through extraordinary service levels, re-marketing of renewals to alternate insurance companies, ensuring mono-line accounts are solicited for the other line and directed to New Business Account Managers
- Report new claims and suspending follow up claims management per protocol to Claims Coordinator always showing empathy
- Pull and manage monthly renewal reports in order to proactively meet required target for renewal touches and file review per protocol
- Assist with second level payment inquiries
- Assist with receivables for agency bill clients (second level)
- Manage suspenses daily
Skills:
- Strong written and oral communication skills
- Effective communication skills
- Strong attention to detail
- Empathy towards others
- Ability to adapt to change
Working Conditions
- Office environment
- Microsoft
- Outlook
- Epic Software
Growth
- Heavily focused on team
- Accelerated revenue
- Increase retention
Team Lead:
- Liaise with Account Managers to ensure proper support is provided to the customers
- Oversee administration of a team of Account Managers
- Onboard new hires, including training and mentoring them
- Administer vacation and attendance
- Conduct performance management - improvement notices and performance appraisals
- Provide day-to-day guidance/instructions to team
- Provide continuous coaching for improvement
- Provide management with suggestions / input on efficient operations of the team
- Act as first level escalation as required
Management:
- Schedule, organize, and conduct effective team meetings
- Collaborate with the HR team for performance management and onboarding
- Ensure new product offerings and technologies are communicated and trained
- Lead insurer training/re-training is conducted as required
- Motivate, coach, and mentor team members
- Play an intricate role in developing the team’s skill-set
- Manage conflict
- Take accountability for the team
- Work in conjunction with management regarding decision making
- Inform management on dates on team performance
This opportunity is located to the North of Toronto, and requires a strong customer focused individual who has previous experience for the leadership role. A well-versed individual with several years of experience could potentially earn their way into this role!
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