Client Service Associate
2 months ago
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Account Manager
WHAT YOU’LL DO:
- Present and meet with clients regularly to assess risk and advise on coverage for their business operations.- Generate new business and retain existing business as a client relationship manager.- Coordinate Renewal Strategy Meetings with clients and service teams, including agenda preparation, meeting minutes, and action items/timelines.- Prepare and update the Limits Chart after each renewal and amendment.- Issue Side Analyses to clients as the renewal or new business offer, providing comprehensive coverage offerings and uninsured exposures.- Facilitate the entire renewal process 90-60 days in advance and manage the process with Client Advisor (CA) and Technical Service Associate (TSA).- Follow all procedures for new business as outlined within the Commercial Marketer role.- Ensure all correspondence is attached and documented in the Business Management System (BMS).- Collaborate with the TSA on Payment Terms and Premium Financing, with collection responsibilities falling under the CA's ownership.- For automatic policy renewals, service can be fully managed by the assigned CSA/TSA.- Service a dedicated book of business.- Hold Bi-Monthly New/Renewal Meetings with CA’s and inform them of any unusual activity on accounts.-
- Handle incoming mail, routine calls, and accounting requests.- Answer client questions regarding coverage and limits.- Receive, coordinate, and process client/company requests and producer requests for assistance.- Coordinate and process claims with the Claims Manager.- Create and maintain insurance schedules.- Set up masters, receive certificate requests, review, and issue certificates.- Process and obtain signed finance agreements.-
- Follow up with Producers to ensure completion of the Insurance Coverage Review Checklist.- Quote all lines of coverage under the direction of the Marketing Department.- Process middle market endorsements.- Respond to returned Renewal Questionnaires.
WHAT YOU’LL NEED:
- 2+ years of insurance experience in Commercial Lines.- RIBO license required.- Experience with large accounts and international business is preferred.- High School Diploma or equivalent.- Proficient with MS Office Suite, especially Outlook and Excel.- Positive attitude and commitment to working in a team environment.- Exceptional customer service and interpersonal skills.- Ability to use EPIC - BMS system. Training is provided.
WHAT WE OFFER:
- Excellent growth and advancement opportunities.- Competitive pay based on experience.- Discretionary Time Off (DTO).- Generous benefits package: health, dental, vision, 401(k), etc.- Employee Stock Purchase Plan.
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
-
Client Service Associate
2 months ago
Markham, Canada Brown & Brown Insurance Full timeBuilt on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown Canada has an exciting opportunity available for a Client Service Associate supporting our Personal Lines Team in Markham! WHAT YOU’LL DO: - Responsible for the day-to-day account management of an...
-
Client Service Associate
2 months ago
Markham, Canada Brown & Brown Insurance Full timeBuilt on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown Canada has an exciting opportunity available for a Client Service Associate supporting our Personal Lines Team in Markham! WHAT YOU’LL DO: Responsible for the day-to-day account management...
-
Client Service Associate
2 months ago
Markham, Canada Brown & Brown Inc Full timeBuilt on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.Brown & Brown Canada has an exciting opportunity available for a Client Service Associate supporting our Personal Lines Team in Markham!WHAT YOU’LL DO:Responsible for the day-to-day account management of an assigned...
-
Client Service Associate
2 months ago
Markham, Canada Brown & Brown Inc Full timeBuilt on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.Brown & Brown Canada has an exciting opportunity available for a Client Service Associate supporting our Personal Lines Team in Markham!WHAT YOU’LL DO:Responsible for the day-to-day account management of an assigned...
-
Client Service Associate
2 months ago
Markham, Canada Brown & Brown Inc Full timeBuilt on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.Brown & Brown Canada has an exciting opportunity available for a Client Service Associate supporting our Personal Lines Team in Markham!WHAT YOU’LL DO:Responsible for the day-to-day account management of an assigned...
-
Pia Client Service Associate
1 day ago
Markham, Canada TD Bank Full time**PIA Client Service Associate**: - 431048BR **Job Category - Primary** - Wealth Management **Work Location** - 220 Commerce Valley Drive West Corporate **Employment Type** - Regular **City** - Markham **Time Type** - Full Time **Province/State** - British Columbia, Ontario **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department...
-
Pia Client Service Associate
1 week ago
Markham, Canada TD Bank Full time409242BR Wealth Management Markham, ON May 12, 2023 Company Overview Department Overview TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. **TD Private Investment Advice** offers clients the chance to create...
-
Client Service Associate, Commercial Banking
2 weeks ago
Markham, Canada Scotiabank Full timeRequisition ID: 178019 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Client Service Associate, Commercial Banking - Markham, Ontario** **Job Purpose**: This role contributes to the overall success of the Commercial Bank in Canada, ensuring specific individual goals, plans, initiatives are executed...
-
Pia Client Service Associate
1 day ago
Markham, Canada TD Bank Full time431048BR Wealth Management Markham, ON January 25, 2024 Hours 37.5 Workplace Model Hybrid Pay Details Department Overview TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. **TD Private Investment...
-
Client Relations Associate
4 weeks ago
Markham, Canada The Vantage Talent Group Full timeThe Vantage Talent Group is sourcing for a Financial Advisory Firm in Markham, Ontario. Position Summary: As a Client Relations Associate, you will play a key role in this firm by delivering top-notch service to their clients. You will be responsible for assisting clients with their insurance nee
-
Client Service Associate
2 months ago
Markham, ON, Canada Brown & Brown Inc Full timeBuilt on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown Canada has an exciting opportunity available for a Client Service Associate supporting our Personal Lines Team in Markham! WHAT YOU’LL DO: Responsible for the day-to-day account management of an...
-
Client Relations Associate
4 weeks ago
Markham, Canada The Vantage Talent Group Full timeThe Vantage Talent Group is sourcing for a Financial Advisory Firm in Markham, Ontario. Position Summary: As a Client Relations Associate, you will play a key role in this firm by delivering top-notch service to their clients. You will be responsible for assisting clients with their insurance needs, addressing inquiries, business development, booking...
-
Client Relations Associate
3 weeks ago
Markham, Canada The Vantage Talent Group Full timeThe Vantage Talent Group is sourcing for a Financial Advisory Firm in Markham, Ontario. Position Summary: As a Client Relations Associate, you will play a key role in this firm by delivering top-notch service to their clients. You will be responsible for assisting clients with their insurance needs, addressing inquiries, business development, booking...
-
Client Service Associate
1 month ago
Markham, Canada BMO Financial Group Full time3985 Highway 7 East, Suite 301 Markham Ontario,L3R 2A2 Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. - Books meetings with new prospects and prepares introductory package for the...
-
Client Relations Associate
3 weeks ago
Markham, Canada The Vantage Talent Group Full timeThe Vantage Talent Group is sourcing for a Financial Advisory Firm in Markham, Ontario. Position Summary: As a Client Relations Associate, you will play a key role in this firm by delivering top-notch service to their clients. You will be responsible for assisting clients with their insurance needs, addressing inquiries, business development, booking...
-
Client Relations Associate
3 weeks ago
Markham, Canada The Vantage Talent Group Full timeThe Vantage Talent Group is sourcing for a Financial Advisory Firm in Markham, Ontario.Position Summary:As a Client Relations Associate, you will play a key role in this firm by delivering top-notch service to their clients. You will be responsible for assisting clients with their insurance needs, addressing inquiries, business development, booking meetings,...
-
Client Relations Associate
3 weeks ago
Markham, Canada The Vantage Talent Group Full timeThe Vantage Talent Group is sourcing for a Financial Advisory Firm in Markham, Ontario. Position Summary: As a Client Relations Associate, you will play a key role in this firm by delivering top-notch service to their clients. You will be responsible for assisting clients with their insurance needs, addressing inquiries, business development, booking...
-
Client Relations Associate
4 weeks ago
Markham, Canada The Vantage Talent Group Full timeThe Vantage Talent Group is sourcing for a Financial Advisory Firm in Markham, Ontario. Position Summary: As a Client Relations Associate, you will play a key role in this firm by delivering top-notch service to their clients. You will be responsible for assisting clients with their insurance needs, addressing inquiries, business development, booking...
-
Client Relations Associate
4 weeks ago
Markham, Canada The Vantage Talent Group Full timeThe Vantage Talent Group is sourcing for a Financial Advisory Firm in Markham, Ontario. Position Summary: As a Client Relations Associate, you will play a key role in this firm by delivering top-notch service to their clients. You will be responsible for assisting clients with their insurance needs, addressing inquiries, business development, booking...
-
Client Relations Associate
4 weeks ago
Markham, Canada The Vantage Talent Group Full timeThe Vantage Talent Group is sourcing for a Financial Advisory Firm in Markham, Ontario. Position Summary: As a Client Relations Associate, you will play a key role in this firm by delivering top-notch service to their clients. You will be responsible for assisting clients with their insurance needs, addressing inquiries, business development, booking...