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Insurance Brokerage Specialist
2 months ago
We are seeking a highly skilled Commercial 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 Key Responsibilities- Prepare client-facing documentation, including invoices, letters, and policy documents.
- Manage file creation, organization of client documentation, and updating of client activity logs.
- Track and follow up policy documents to ensure timely receipt.
- Administer the client renewal process.
- Work closely with Account Executives to service and manage day-to-day activity, including establishing market risks for coverage placement.
- Coordinate account services, including review of documentation for routine policy changes, additions, deletions, renewals, or cancellations.
- Manage the placement of small business accounts.
- Communicate with insurers as required to support the brokering function.
- 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 a stable and secure work environment, a great compensation and benefits package, employee discounts, tuition reimbursement, excellent training programs, and a fun and interesting global work environment.
