Associate, Commercial Insurance

1 month ago

Ottawa, Canada BMS Canada Risk Services Ltd. Full time

**Position Title**: Associate, Commercial Insurance

**Location**: Ottawa, ON

**Summary of Position**:
Are you passionate about delivering outstanding customer service and someone who wants to build and nurture long-term relationships with insurance partners, clients and your team members? Are you eager to learn, hungry to grow, and committed to results?

As an Associate, you will work directly alongside our Commercial brokers as well as team members in the broader Affinity and Canadian business. This is an ideal opportunity for someone who is looking to build a career with a dynamic team as a broker.

This role is a great way to learn about multiple kinds of insurance, negotiation and technical details as well as the processes to acquire new business and facilitate policy renewals.

**Each day in this role could include**:

- Processing commercial insurance renewals, policy changes, new business and cancellations
- Comparing data on documents received from the insurer and match to the changes requested or compare renewals and data within the client file
- Working within our broker management system (EPIC) to update client files, attach documents, input changes etc.
- Communicating invoicing instructions and billing changes to our accounting department and payment follow-ups with the client
- Preparing reports, certificates, draft proposals and other documents as required for the commercial brokers
- Data input and sorting for renewal lists and tracking sheets
- Monitoring general inboxes and triaging requests
- General follow ups with insurer and clients, including sending original renewal notifications, following up for policy documents, follow ups for outstanding information, etc.
- Support to the commercial team on various projects
- Support and research for business development initiatives
- Providing timely and professional customer service on existing and new client accounts
- Ability to become a broker on client files (licensing required)

**Knowledge, Skills, Abilities**
- Obtain/sort documents and information quickly
- Proficient in data entry and strong attention to detail
- Ability to meet deadlines and work in a fast-paced, high-volume environment
- A positive attitude and a willingness to share knowledge and insight with the team
- Effective communication skills - both written and oral
- Excellent negotiation skills
- Strong conflict resolution skills with the ability to influence decisions and gain agreement and support
- A results-oriented professionalism with a strong work ethic
- Experience with broker management systems - Applied Epic and Policy Works would be beneficial

**Qualifications and Experience**
- RIBO license, or willingness to obtain
- Knowledge of Microsoft office, Teams, Excel
- Computer efficiency and ability to learn to use new software systems
- Prior experience in a brokerage or with an insurer considered an asset
- Prior experience working in an office or in a team environment
- Customer service experience is an asset
- Post-secondary education or equivalent industry experience

**Who We Are & What We Offer**

BMS Canada is a division of BMS Group Ltd., a specialist Lloyd’s Insurance Brokerage with more than 750 staff across 25 global offices throughout Canada, USA, Australia, Europe and Asia, and is headquartered in London, UK. BMS is a Canadian-owned insurance brokerage and prides itself on its entrepreneurial spirit and focus on leading service.

BMS Canada has been recognized as a Top Brokerage and Top Insurance Workplace. Our teams work collaboratively with our global offices to deliver innovative insurance and risk management solutions.

We invest in our people and believe in supporting each team member’s growth and development.

We provide:

- Competitive compensation and benefits, including health & wellbeing allowance
- Paid vacation
- Ability to buy company shares
- Opportunities to grow and define your own career path as a broker
- Centrally located office (Lansdowne)
- Paid underground parking
- Opportunity to attend industry events
- Team social events, including summer activities and office holiday parties

You’ll love being part of our dynamic team of smart, energetic, motivated people who work hard to achieve results and enjoy having fun

**Additional Details**
- Full-time position
- We are in-office but support a hybrid work schedule.
- Monday - Friday, 9am - 5pm, flexibility available
- Start - immediately

Pay: $50,000.00-$60,000.00 per year

**Benefits**:

- Dental care
- Extended health care
- RRSP match
- Vision care

Schedule:

- Monday to Friday

Licence/Certification:

- RIBO License or willingness to obtain (required)

Work Location: Hybrid remote in Ottawa, ON K1S 5J3

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