Account Manager / CSR (Successful Performance-Based Future Hybrid Option)

Summary

We are seeking a dynamic and results-driven Account Manager to join our team! The Commercial Lines Account Manager / Customer Service Representative (AM / CSR) is responsible for front facing client management with a focus on maintaining Tripemco’s high standards for service excellence. This role will nurture key relationships with clients and be meticulous with the detailed work involved in managing a portfolio of clients such as tracking policy changes, important deadlines, and legal regulations. Working in concert with Tripemco’s Account Executives, the AM / CSR will help customers understand their coverage, assist them with any claims if required, and ensure all relevant data is properly tracked in our secure system. This is an in office position to start, leading into a possible hybrid schedule, dependant on successful performance of all job duties.

Responsibilities

• Promptly respond to calls, e-mails and mail in a courteous and professional manner, ensuring maintenance of Tripemco’s high level of service.
• Create and execute new business workflows in partnership with Account Executives.
• Efficiently perform and implement the renewal process, including complete renewal reviews, making recommendations.
• Ensure that policy information is promptly and accurately entered into the policy management software system to streamline workflow and help your team.
• Review requests for Certificates of Insurance as required.
• Accurately handle change requests and ensure risk management is prioritized.
• Provide creative solutions for all accounts in your assigned portfolio- from simple to complex / large accounts- to meet the needs of the client.
• Act as a front-line underwriter by working closely with clients to assess their insurance needs, ensuring their qualifications and promoting sound business solutions.
• Assist clients with reporting claims and follow up in a timely manner to maintain the high quality service from our insurance partners.
• Manage accounts receivables as required to ensure timely payments.
• Work closely with Account Executives to identify additional lines of business and cross-sell opportunities for your shared portfolio.
• Provide back up coverage for the team as required.

Knowledge, Skills & Abilities

Apply now to join our dynamic team and take your career to the next level!

Job Types : Full-time, Permanent

Benefits : Casual dress

Company events

Dental care

Extended health care

Paid time off

RRSP match

Tuition reimbursement

Vision care

Flexible language requirement :

French not required

Schedule : 8 hour shift

Day shift

Monday to Friday

Ability to commute / relocate :

Stoney Creek, ON L8G 1C1 : reliably commute or plan to relocate before starting work (required)

Experience :

commercial lines insurance : 3 years (required)

Licence / Certification :

RIBO License (required)