Client Service Associate

6 days ago

Markham, Ontario, Canada Brown & Brown Full time $60,000 - $80,000 per year

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Brown & Brown
is seeking a
Commercial Lines Customer Service Associate
to join our growing team in
Markham, Ontario

The Commercial Lines Customer Service Associate is responsible for retaining and servicing an assigned book of business through effective account management and strong client relationships. This role supports the daily servicing of commercial accounts, including processing policies, endorsements, and renewals, issuing certificates of insurance, and responding to client inquiries. The Associate collaborates with team members, vendors, and carriers to deliver exceptional service, identify coverage gaps, and support new business and account growth opportunities.

How You Will Contribute:

  • Responsible for the day-to-day account management of an assigned book of business, including but not limited to processing policies/endorsements, invoicing, issuance of certificates of insurance, claims reporting and follow-up as needed, premium breakdowns, auto ID cards, policy changes, review of policy forms, providing coverage comparisons, loss analysis and responding to coverage questions.
  • Build courteous and successful relationships with clients, vendors and carriers to improve client retention.
  • Identify gaps in coverage and consult leadership or client advisor of options to advise the client.
  • Assist in the renewal process for all assigned and prospective clients with the client advisor including ordering updated loss information, obtaining updated information, handling renewal applications, renewal marketing, account rounding, reviewing and negotiating the renewal pricing as well as preparing the renewal proposal, and binders.
  • Assist in the review of internal compliance and client disclosure requirements, policies, endorsements and certificates to ensure alignment with client expectations and legal requirements.
  • Assist in growing the assigned book of business through account rounding and referrals.
  • Support marketing and sales teams as needed.
  • Document renewal, sales, and insurance operations compliance documents into the sales management database.
  • Attend internal and client meetings, as needed.
  • Follow brokerage guidelines, policies and procedures.

Licenses and Certifications:

  • RIBO license required (in good standing)

Skills & Experience to Be Successful:

  • Knowledge of insurance coverages, contracts, and state regulations where business is conducted.
  • Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point. Able to create, edit, and merge letters, spreadsheets, labels, etc.
  • Proficient knowledge use of office equipment (including but not limited to copy machines, printers, faxes, binding machine, etc.)
  • 2+ years' experience in the insurance industry, or a related field.
  • College Degree in a business-related field. (Preferred)
  • Professional Designation specific to area of specialty (i.e., CAIB, CIP). (Preferred)
LI-HO1

The Power to Be Yourself

We are an Equal Opportunity Employer. Brown & Brown is committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, "The Power to Be Yourself".

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