Commercial Lines Account Manager - Insurance Broker (CSR)

by Preferred Insurance Group

Position Type: Full-time
Location: London, ON
Date Posted: Oct 14, 2020
Experience: 3 Years

Job Description

Commercial Insurance Account Manager
Preferred Insurance are 3-time Winners of Our London Reader’s Choice Award for Best Insurance Provider and a National Award Winner from Insurance Business Canada for the CNA Canada Award for Outstanding Philanthropy and Community Service.  We are actively looking for some amazing people to join our winning team.  If you have a great attitude, a desire to provide exceptional client experience and the ability to be a fantastic Team Member, we want you!
There is potential to work out of any of our 3 offices – London / Glencoe / Chatham
Key Responsibilities
  • Oversee and maintain a designated portfolio of Commercial Clientele
  • Assist customers and provide exceptional service with their day to day insurance needs
  • Play a lead role in business retention and building customer relationships
  • Follow set procedures and processes
  • Responsible for incoming client inquiries via telephone, email and in personal appointments
  • Gather information for the timely delivery of renewals
  • Examine customer accounts and make coverage recommendations
  • Prepare premium finance quotes and contracts
  • Prepare and issue Certificates of Insurance
  • Adhere to all system procedures and insurance company regulations
  • Able to work independently and as a Team
  • Minimum 2 years commercial insurance experience
  • Excellent interpersonal, verbal and written skills
  • Excellent organizational skills
  • High level of computer application skills
  • Team player with positive attitude and strong work ethic
  • RIBO License is required
  • CAIB, CIP or CRM designation (or working towards) would be an asset
  • Competitive salary
  • Group benefits plan (health, dental, long term disability, life)
  • Vacation and paid time off
  • Performance Bonus Plan
Preferred Insurance Group is a leader in the Independent Insurance Brokerage Industry, providing a full range of insurance products to suit your needs and requirements. We’re comprised of a dedicated staff with over 200 years combined experience and a common goal of providing the very best service to our many valued clients. Partnered with a host of outstanding insurance companies, we offer a wide variety of insurance products and options combined with our independent advice and personal touch.  More than a name.  We are Preferred.


Application Contact Information

Company Name:   Preferred Insurance Group
Contact Name:   Peter Carr - Partner, VP Business Development
Email Address:
Company Website:

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Job Location

London, ON

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