Commercial Insurance Specialist
1 month ago
We are seeking a highly skilled and experienced Account Manager to join our Insurance Brokers team in Mississauga. As a key member of our Customer Service team, you will be responsible for servicing clients within the commercial lines division.
Your RoleReporting to the Commercial Lines Manager, you will be responsible for:
- Preparing client-facing documentation, including invoices, letters, policy documents, and certificates of insurance
- Managing file creation, organization of client documentation, and updating of client activity logs
- Tracking and following up on policy documents to ensure timely receipt
- Administering the client renewal process
- Working closely with Account Executives to service and manage day-to-day activity, including establishing market risks for coverage placement
- Coordinating account services, including reviewing documentation for routine policy changes, additions, deletions, renewals, or cancellations
- Managing the placement of small business accounts
- Communicating with insurers as required to support the brokering function
We are looking for a candidate with:
- 3+ years of experience in a brokerage as an Account Manager/Customer Service Representative, with knowledge of major markets
- RIBO License required
- EPIC Experience preferred
- CAIB, CIP, CRM, or equivalent (or working towards) an asset
We offer competitive compensation, a comprehensive benefits package, employee discounts, tuition reimbursement, excellent training programs, and a dynamic global work environment. Our hybrid working model allows for flexibility and work-life balance. We reserve the right to change or adjust our working model policy as needed.
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