Telephone Account Manager managing relationships with adviser firms for financial products. Driving sales through consultative selling while ensuring compliance and documentation standards.
About the role
- Account Manager managing relationships and business growth opportunities with brokers for SGI CANADA insurance products. Overseeing broker training and compliance, while ensuring strong partnership dynamics.
Responsibilities
- Develops and maintains effective business relationships with brokers, including understanding broker’s business model, ownership structure, and area of expertise.
- Uses internal data to provide analysis of existing business regularly to broker accounts.
- Plans, schedules and facilitates annual broker business planning sessions, establishes business goals/targets, develops and monitors broker action plans and performance results.
- Conducts quarterly reviews according to national business development standards.
- Solicits, analyzes and recommends the addition of new SGI CANADA brokers and if required, recommends the termination of appointed brokers.
- Promotes products, technology and strategic initiatives to brokers, including conducting presentations and training sessions.
- Works collaboratively with Underwriting, Corporate Analytics, Digital and Marketing to identify growth/efficiency opportunities best suited for brokers; develops business cases for consideration.
- Monitors books of business, including analysis and reporting of results for three years.
- Leads and facilitates discussions on disputed claims; develops decision items when required.
- Supports the communication, change management and rollout of national and regional initiatives developed for brokers.
- Delivers existing broker programs; manages and addresses feedback resulting from program delivery.
- Ensures broker contract and industry compliance.
- Coordinates broker training and support on commercial and personal line insurance products, automated insurance systems and broker compensation programs, bringing SGI CANADA expertise for delivery.
- Receives, acts on and reports back on broker feedback regarding products, systems and programs.
Requirements
- A four-year degree from an accredited post-secondary education institution in a relevant field of study such as business.
- 5 – 7 years’ experience in a senior technical insurance position.
- Valid driver’s licence.
- Knowledge of the principles and practices of insurance, underwriting and claims policies and procedures and the various kinds of property and casualty insurance products and services (billing and technology) offered by the company.
- Knowledge of the property and casualty insurance market in assigned jurisdictions, including the independent broker distribution channel model.
- Knowledge of business, marketing and sales strategies.
- Skill in using performance metrics and analysis to develop broker management plans.
- Skill in applying quantitative and analytical techniques to make data driven decisions.
- Skill in use of computer software applications including Excel, Word and PowerPoint.
- Ability to prepare and deliver effective written and oral presentations, analysis and business cases.
Benefits
- Competitive salary
- Health, Safety and Emergency Management Policy
- Professional development opportunities
- Job security with Crown corporation
- Reconciliation commitment including actively hiring Indigenous people
Job title
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