POSITION OVERVIEW: Selectpath Insurance is looking for talent in the Insurance Industry! We are accepting applications for experienced Commercial Account Managers who are knowledgeable expert advisors in commercial lines insurance. The successful candidate will be responsible for managing a book of business, servicing clients in a courteous and professional manner, and assisting the producer in obtaining, maintaining, and expanding business.
RESPONSIBILITIES: Responsible for managing a renewal book of business Works closely with Producers and other staff on all aspects of client service, marketing, and renewal while adhering to best practices and standard procedures. Initiate Account Planning with Producer 100 days in advance of the renew Set clear expectation for client and business partners by providing same day response time In collaboration with Producers; coordinate, support plans, discuss arising issues and create comprehensive plans for existing clients Develops new business from existing accounts and assigned leads, and contributes to meeting departmental production goals. Identifies and follows-up on cross-selling opportunities when appropriate Responsible for the preparation of proposals for prospect and stewardship reviews for existing clients Manage account documentation (i.e., routine inquires, quotes, binders, statement of values, insurance contracts, endorsements, cancellations, etc.) Review client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirements Maintain up-to-date EPIC workflow documentation and ensures workflows are followed Ensure accurate and timely servicing and billing of accounts Participate actively in cross-sell campaigns and other initiatives as required Actively develop an increased knowledge of related insurance products and client needs May participate in or conduct client meetings when necessary Participate in training and professional development courses to enhance skills and industry knowledge Maintain positive working relationships with clients, staff, other departments and offices Other duties as assigned
REQUIREMENTS: Minimum 5 years of commercial insurance experience required R.I.B.O license required Working towards C.I.P. or C.A.I.B. designation an asset Superb interpersonal skills and attention to detail Ability to be a self starter with strong written and oral communication skills as well as organizational skills Advanced skills in Outlook, Excel, Word and EPIC
Selectpath is actively committed to support diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply.
Selectpath Benefits & Financial Inc. partners with clients to guide them along “the Right Path” to financial security and success. We achieve this through customized solutions driven by innovation, excellence, and integrity. Our expert team specializes in benefits and pensions, financial planning, and human resources management, offering a hands-on approach to achieving both short and long-term goals. As a Benefits Administrator, you’ll provide crucial support to the Practice Advisor and clients by managing data, reporting, and analysis related to group benefits products, enhancing the client experience alongside Benefits Associates and Advisors.
RESPONSIBILITIES: Plan, organize, and oversee the preparation and completion of client renewals, ensuring a seamless process. Create detailed and accurate client reports that adhere to high standards. Collaborate with team members to address client needs, including reporting, analysis, and responding to inquiries. Collaborate with team members to address client needs, including reporting, analysis, and responding to inquiries. Act as a liaison with carriers to resolve issues effectively and efficiently. Manage various administrative tasks such as drafting Advisor client correspondence, maintaining files, and updating the database. Generate ad hoc reports as required. Provide support at Reception when needed. Take on additional tasks as assigned to contribute to the team’s success.
REQUIREMENTS: College diploma, preferably with a business focus. Minimum 3 years of customer service experience. Working knowledge of Group Benefits is an asset. Proficiency in MS Office (Outlook, Word, Excel, PowerPoint) and experience with Goldmine or CRM systems is advantageous. Strong attention to detail, process-oriented, and adept at managing conflicting priorities. Advanced knowledge and application of MS suite of products (Outlook, Word, Excel, and PowerPoint) Team player with a commitment to internal customer support. Excellent interpersonal, verbal, and written communication skills.
Navacord, and all our Broker Partners are actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply. We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs.
Selectpath Benefits & Financial Inc. partners with clients to guide them along "the Right Path" to financial security and success. We achieve this through customized solutions driven by innovation, excellence, and integrity. Our expert team specializes in benefits and pensions, financial planning, and human resources management, offering a hands-on approach to achieving both short and long-term goals. As a Benefits Administrator, you'll provide crucial support to the Practice Advisor and clients by managing data, reporting, and analysis related to group benefits products, enhancing the client experience alongside Benefits Associates and Advisors.
RESPONSIBILITIES: Plan, organize, and oversee the preparation and completion of client renewals, ensuring a seamless process. Create detailed and accurate client reports that adhere to high standards. Collaborate with team members to address client needs, including reporting, analysis, and responding to inquiries. Collaborate with team members to address client needs, including reporting, analysis, and responding to inquiries. Act as a liaison with carriers to resolve issues effectively and efficiently. Manage various administrative tasks such as drafting Advisor client correspondence, maintaining files, and updating the database. Generate ad hoc reports as required. Provide support at Reception when needed. Take on additional tasks as assigned to contribute to the team's success.
REQUIREMENTS: College diploma, preferably with a business focus. Minimum 3 years of customer service experience. Working knowledge of Group Benefits is an asset. Proficiency in MS Office (Outlook, Word, Excel, PowerPoint) and experience with Goldmine or CRM systems is advantageous. Strong attention to detail, process-oriented, and adept at managing conflicting priorities. Advanced knowledge and application of MS suite of products (Outlook, Word, Excel, and PowerPoint) Team player with a commitment to internal customer support. Excellent interpersonal, verbal, and written communication skills.
Navacord, and all our Broker Partners are actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply. We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs.
POSITION OVERVIEW: Selectpath Insurance is looking for talent in the Insurance Industry! We are accepting applications for experienced Commercial Account Managers who are knowledgeable expert advisors in commercial lines insurance. The successful candidate will be responsible for managing a book of business, servicing clients in a courteous and professional manner, and assisting the producer in obtaining, maintaining, and expanding business.
RESPONSIBILITIES: Responsible for managing a renewal book of business Works closely with Producers and other staff on all aspects of client service, marketing, and renewal while adhering to best practices and standard procedures. Initiate Account Planning with Producer 100 days in advance of the renew Set clear expectation for client and business partners by providing same day response time In collaboration with Producers; coordinate, support plans, discuss arising issues and create comprehensive plans for existing clients Develops new business from existing accounts and assigned leads, and contributes to meeting departmental production goals. Identifies and follows-up on cross-selling opportunities when appropriate Responsible for the preparation of proposals for prospect and stewardship reviews for existing clients Manage account documentation (i.e., routine inquires, quotes, binders, statement of values, insurance contracts, endorsements, cancellations, etc.) Review client's current coverage and exposures, loss experience and analyze risk to determine the product/service requirements Maintain up-to-date EPIC workflow documentation and ensures workflows are followed Ensure accurate and timely servicing and billing of accounts Participate actively in cross-sell campaigns and other initiatives as required Actively develop an increased knowledge of related insurance products and client needs May participate in or conduct client meetings when necessary Participate in training and professional development courses to enhance skills and industry knowledge Maintain positive working relationships with clients, staff, other departments and offices Other duties as assigned
REQUIREMENTS: Minimum 5 years of commercial insurance experience required R.I.B.O license required Working towards C.I.P. or C.A.I.B. designation an asset Superb interpersonal skills and attention to detail Ability to be a self starter with strong written and oral communication skills as well as organizational skills Advanced skills in Outlook, Excel, Word and EPIC
Selectpath is actively committed to support diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply.
