POSITION OVERVIEW

Our client is hiring a Commercial Lines Insurance Account Associate for our Toronto location. This is a unique opportunity to join a nimble and entrepreneurial specialty brokerage with a reputation for being a leader in its field, and to be a part of an elite group of insurance professionals in a mutually supportive and highly successful team environment. Very little differentiates large insurers or generalist insurance brokers these days, so being part of a company with a distinctive character and market focus allows for meaningful recognition, job satisfaction, and career success.

RESPONSIBILITIES:

• Manage account documentation (i.e., routine inquires, quotes, binders, statement of values, insurance contracts, endorsements, cancellations, etc.)
• Review accuracy of policy documents prior to the delivery to the client
• Support of service team as required to generate certificates of insurance and automobile pink slips
• Prepare proposals for prospects in collaboration with account executive
• Manage abeyances
• Invoicing
• Input of client policy data into client management system (Epic)
• Intermediate knowledge of excel to create premium comparison and other spreadsheets
• Creating policy binders to send out to clients
• Prepare renewal requests to the clients 90 days in advance
• Other duties as assigned

REQUIREMENTS:

• Minimum 2 years insurance experience with Construction experience
• R.I.B.O license is required
• Good interpersonal skills, presentation skills and attention to detail
• Ability to be a self-starter with strong written and oral communication skills as well as organizational skills
• Intermediate to advanced proficiency with MS Office suite, and preference given to candidates familiar with EPIC

They have a hybrid work from home/office schedule, and flex time that allows for an earlier or later start time. 

Ready for an exciting new opportunity? Let's talk!