Commercial Account Manager

7 days ago

Vaughan, Ontario, Canada RDA Insurance Full time

Commercial Lines Account Manager/ CSR

Location: 290 Rowntree Dairy Road., Woodbridge, ON

RDA Inc. is currently seeking an experienced, energetic, progressive-minded individual to service our commercial insurance clients.

What you'll do

  • Customer Service - Working with Clients and Sales Staff
  • Processing Insurance Transactions for clients
  • Manage policy renewals, endorsements and customer service on accounts per company defined service levels
  • Prepare premium analysis and coverage comparison for renewal quotes and participate in marketing renewal accounts as required
  • Communicate and manage renewal quotations and coverage changes with Insurer
  • Handle account receivable discrepancies
  • Review policy wordings & documents to ensure accuracy and quality control
  • Follow up on endorsements, renewals, new business, and claims
  • Issuance of Certificates of Insurance/or review prior to Technical Assistants issuance.
  • Input all information in TAM System accurately and efficiently per company workflow policies

What You Bring

  • Active
    RIBO license
  • 3–5+ years
    of commercial insurance experience
  • Excellent communication skills, both verbal and written
  • Strong proficiency in
    TAM, Compu-Quote
    , and insurance company portals
  • A high level of attention to detail, time management, and organization
  • University Degree or College Diploma preferred
  • CIP or CAIB designation (or working toward it) is an asset

What's in It for You

  • A dynamic and supportive work environment
  • Opportunity to grow within a reputable and expanding brokerage
  • Ongoing support for continuing education and professional development
  • Competitive salary and benefits
  • On-site, team-first culture that values initiative and collaboration

Let's Connect

We believe our people make the difference. If you're passionate about client service and ready to take the next step in your career, we'd love to hear from you.

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