Account Manager

About the role:

At Michell Sandham, we believe in integrity, experience, and results. As the Account Manager – Business Insurance you will be responsible for a portfolio of business within our Business Insurance team for client’s over $10,000.00. You will be a trusted advisor for your clients providing them with counsel to make educated decisions on all things Insurance.

About you:

• Integrity – You do what is right, always.
• Experience – You have the experience to build trust and help our client’s make informed decisions.
• Results – You believe in getting the job done, not only on time, but right the first time.

Key responsibilities:

Pre-Renewal:

• Assist with the collection of renewal information from clients
• Preparing coverage specifications and insurance applications
• Review insurance quotations and create coverage and premium comparisons
• Assist in creating client proposals, analysis and renewal presentations

Responsibilities – Post-Renewal:

• Accountable for issuing all of binders and invoicing for each line of coverage
• Prepares premium allocation and risk allocation for taxation purposes where applicable
• Manage the billing and accounts receivable activity on assigned accounts
• Reviews insurance policies for accuracy and coordinates corrections with insurers
• Prepares and sends policy documents to clients
• Reviews requirements and executes issuance of certificates of insurance
• Issuance of insurance certificates and auto ID cards where applicable

On Going Customer Service:

• Reviews policy wordings and other documentation for accuracy and completeness
• Reviews requirements and executes issuance of certificates of insurance
• Process policy changes and endorsements
• Issuance of insurance auto ID cards
• Accounts Receivable collections on outstanding accounts
• Ensure quality service to all clients including computerized file maintenance
• Responds to client inquiries and insurer coverage/documentation requests
• Reporting of claims as required
• Maintain renewal lists for the service team

What you will need:

• Minimum 5 or more years of experience In Business Insurance
• College or University degree preferred or equivalent work experience
• R.I.B.O. Licensed
• Proficient in Microsoft Office, Applied Systems TAM preferred
• Strong Organizational, time management and customer service skills

What we will do for you:

• Competitive Compensation
• Extensive Employee Health Benefits including Long Term Disability, Healthcare Spending Account, Critical Illness Insurance, and an EAP Program
• Group RRSP Plan including a 3% Company Match
• Up to $3,000 per year towards your Continuing Education
• Up to $600 per year towards a Fitness and Wellness Reimbursement
• Flexible Hybrid Work Environment
• 20% Discount on your Home Insurance and 12.5% Discount on your Auto Insurance through Mitchell Sandham.
• Wellness Fridays where you get every other Friday as a Paid Day Off
• Celebrate your Birthday every year with a Paid Day Off

About us:

Mitchell Sandham is an independent full-service insurance brokerage specializing in personal and commercial insurance along with financial service offerings. Specialize in designing custom insurance products for businesses including graphic designers, restaurants, and information technology/knowledge based companies. Also, specialize in the personal insurance for these individuals including homes, cars, excess liability, valuable articles and yachts.

All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

For accommodations during the interview process please reach out to jobs@mitchellsandham.com.