The Opportunity

The Small Business Account Manager is responsible for managing a dedicated book of small business clients, ensuring service excellence while also supporting new business growth. This role balances day-to-day client servicing with sales responsibilities, including handling new submissions, conducting renewal reviews, and managing remarkets.

Primary Responsibilities

• Manage a book of small business accounts, including all service requests, renewals, and remarkets.
• Oversee new business submissions, ensuring applications are complete and accurate.
• Conduct proactive renewal reviews, recommending appropriate coverage adjustments or additional limits as needed.
• Manage and update leads within the CRM to ensure accurate tracking of opportunities and pipeline activity.
• Provide day-to-day client servicing, handling questions, general inquiries, certificates, and endorsements.
• Complete remarkets as required to ensure competitive terms and client satisfaction.
• Support small business sales initiatives by responding to inbound leads, prospecting, and assisting in cross-sell opportunities.
• Partner with team members and leadership to ensure departmental goals for retention and growth are met

Required Skills and Qualifications

• Demonstrates a high degree of professionalism and integrity, with effective communication skills
• Works well within a team and independently
• Embodies great people skills to support overall team performance - patient, enthusiastic, and dedicated professional who leads by example
• Is detail oriented, organized and accurate
• Proficiency with brokerage management systems (BMS), CRM platforms, and other industry-related technology
• Minimum 3-5 years of insurance industry experience, preferably in a commercial lines role
• Active RIBO license in good standing
• CAIB designation is considered an asset
• Valid driver's license and willingness to travel between office locations as needed

The Company

Duliban Insurance Brokers is an award-winning third generation brokerage that has been consistently named a top insurance workplace, winner of Brokerage of the Year (2019), and Lincoln's Business of the Year (2022). With offices across Niagara and Haldimand, our team prides itself on helping clients find simple, affordable solutions to all their auto, home, business and farm insurance needs. As a valued Dream Team Member, you receive:

• Competitive compensation inclusive of commission on new business and monolines
• A benefit package including medical, dental and vision coverage
• A health spending account to use at your discretion
• RRSP and DPSP Plan
• Paid Personal Days
• Competitive vacation entitlement
• Paid time to volunteer in the community
• Training and development opportunities