Commercial Account Manager managing mid-market & SME commercial clients in Canada. Combining technical insurance expertise with high-touch client service for retention and growth.
Responsibilities
Serve as the primary client contact on a defined portfolio of commercial accounts
Proactively engage clients well ahead of renewal dates to assess evolving needs
Collaborate with brokers to market, remarket, and renew accounts to secure optimal terms
Respond to client inquiries regarding coverage, policy changes, COIs, and mid-term adjustments
Identify opportunities for upsell, cross-sell, or referrals
Review submission materials, prepare and present proposals, negotiate with insurers
Secure favourable terms via insurer engagement and thoughtful positioning
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