ID: 17640

Commercial Lines Account Manager

Whitley Insurance & Financial Services - Trenton, ON



  • Minimum 5 years of commercial insurance experience required
  • R.I.B.O. license required
  • C.I.P. or C.A.I.B. designation(s) preferred
  • Client development/relationship management experience
  • Solid understanding of policy wordings/coverages
  • Ability to mentor others and proven negotiation skills
  • Strong attention to detail, time management, problem solving and analytical skills
  • 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
  • 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 Whitley departments and offices
  • Other duties as assigned
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Position Requirements

Whitley Insurance & Financial Services is hiring for an experienced Commercial Account Manager who is a knowledgeable
expert advisor in commercial insurance lines of business. 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.


  • Responsible for managing a renewal book of business
  • Works closely with Producers and other Whitley staff on all aspects of client service, marketing, and renewal while adhering to Whitley’s best practices and standard procedures.
  • Maintain a retention rate of 95% or higher on your Book of
  • 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

Type of Job: Full Time,

Hourly Wage/Salary: To be discussed

Hours: Full-time

Closes: Feb 18, 2022


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