Summit

Account Manager

• 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
• Maintain robust understanding of commercial lines coverages (property, liability, auto, etc.)
• Ensure all documentation, binders, and endorsements are accurate and compliant
• Maintain data integrity in our CRM and policy systems
• Ensure policy documents, invoices, and binders are uploaded, shared, and tracked properly
• Support internal workflows tied to onboarding, renewals, and client satisfaction surveys
• Flag process gaps or inefficiencies and suggest improvements
• Participate in standups, trainings, and 1:1 coaching with leadership
• Collaborate on cross-functional initiatives (e.g. new product launches, service enhancements)
• Help mentor junior staff or support onboarding of new teammates

Commercial Account Manager