Account Associate, Commercial Insurance

2 weeks ago


Vaughan ON, Canada Masters Insurance | Financial Full time

Position Summary The successful candidate will be working with a supportive, industry-leading team of Account Managers to service and market an active, growing book of business. The position will allow you to gain exposure in commercial risks for small to medium size accounts in the Construction, Realty and Manufacturing segments. Individual must be highly motivated, remain flexible to changing job priorities, and strive to create exceptional service experiences.

Generous health and dental benefits program, including Healthcare Spending Account
Robust Group Retirement Savings program with company matching
Reimbursements of license fees and professional membership dues
Full support of continuing education and growth opportunities, including career mentorship with senior management
Opportunities to give back to our communities through philanthropic programs
Discounts to gym membership and select local retailers

Masters assist employees by paying for work related courses, as well as annual licensing and
designation fees, including RIBO, CAIB, CRM and CIP designations

Prepare and issue Certificates of Insurance
Work efficiently with Microsoft Excel and Word, as well as TAM (Broker Management System) to perform the following tasks:
Create and update Summaries of Insurance for new policies and policy renewal
Prepare proposals and Binders of Insurance
Prepare renewal and claim reviews, review inspection reports and follow up for outstanding
Request, check and invoice policy endorsements, renewal documents and policy cancellations.
Manage own abeyances and follow up with insurance underwriters and clients for outstanding
Review insurance requirements in rental leases and contracts and issue requested Certificates of Insurance
Collaborate and negotiate with Insurance Underwriters and obtain information and answer questions from Masters’ Clients
Successfully collaborate with Account Managers, assisting them with their book of business
Set up premium financing for clients who want to finance their insurance premiums
Perform other related duties and projects, as required

RIBO License - can be obtained within first 6 months of employment
Minimum of two (2) years work experience in a commercial lines department at an Insurance
Brokerage and/or Insurance company in a similar role and/or with similar duties and
Working knowledge of commercial lines products
Proficient in Microsoft (MS) Office Programs, including Outlook, Word and Excel
An Asset:
Working knowledge and/or understanding of construction insurance
Knowledge of construction, retail or manufacturing industries

Accurate data entry skills with extra attention to detail and overall accuracy
Masters Insurance Limited is an equal opportunity employer committed to an inclusive workplace. We will accommodate the needs of applicants in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act throughout all stages of the recruitment and selection process.


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