Client Associate, Commercial Lines

5 months ago

Toronto, Canada Jones DesLauriers Insurance Management Inc Full time

**WHAT WE OFFER**:

- Great learning and growth opportunities
- Hybrid remote work flexibility
- A competitive compensation package
- Full Benefits Package
- RRSP Matching Program
- Professional Development Courses & Designations
- 100% tuition re-imbursement for business relevant courses and training
- Flexible paid time off

**POSITION OVERVIEW**:
Jones DesLauriers is hiring for an experienced commercial insurance broker who is committed to delivering great customer service with a focus on retention of accounts on an assigned book of business. The Client Associate will play a central role in renewing existing accounts by serving JDIMI clients in assessing and fulfilling their insurance needs to the highest standards of satisfaction. The Client Associate is accountable for determining customer needs, negotiating coverages and terms, responding to complaints and inquiries, and processing of transactions.

**RESPONSIBILITIES**:

- Handle a book of business of up to approximately $500,000 in premium
- Responsible for retention of 95% on renewal book of business
- Manage renewal list of accounts at 120 days in advance of policy renewal
- Follow up and collect accounts receivables based on weekly accounts receivables report
- Answer client inquiries on the book of business and provide support to Client Managers on their book of business
- Market and communicate client accounts to Insurers
- Handle claims inquiries from clients
- Attend client and Insurer meetings/events as necessary
- Issue certificates of insurance within 24 hours for assigned Client Managers and send to appropriate insurer
- Generate/issue liability slips for renewals, endorsements and new business
- Process documents: renewals, endorsements, and new business
- Invoice and execute on premium finance contracts and premium allocations
- Run MVRs/driver abstracts, CVOR, etc.
- Maintain and update premium comparisons, summaries, executive summaries (if applicable)
- Perform Auto Quotes on Compu-Quote when required es related to equity plans / programs, benefits, and broader total rewards programs.
- Manage effectively the abeyance system
- Creating policy binders to send out to clients
- Other duties as assigned

**QUALIFICATIONS**:

- Minimum 1 to 2 years of commercial insurance experience required
- R.I.B.O license required
- Working towards C.I.P. or C.A.I.B. designation(s)
- Strong attention to detail, time management and analytical skills
- Ability to be a self starter with strong written and oral communication skills as well as organizational skills
- Advanced skills in Outlook, Excel, Word and EPIC
- Jones DesLauriers is actively committed to support diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply._

**Benefits**:

- Dental care
- Paid time off

Day range:

- Monday to Friday

Work Location: Hybrid remote in Toronto, ON M5J 2W4

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