Commercial Lines CSR - Realty Specialist
IDj-61579
Job TypeDirect Hire
Remote TypeHybrid
Compensation$60000 - $75000 / yr
Commercial Insurance CSR – Realty
🍁 Location: Hamilton Office
Full-Time, In Office to Start
BMS EPIC
About the Role:
Seeking a Commercial Insurance CSR with a strong background in commercial insurance realty. You will be a SPECIALIST for commercial property and spaces, large and small accounts.
Deliver top-tier customer service and technical support throughout the policy lifecycle. With strong attention to detail, commercial lines expertise, and proactive client management, you will drive client satisfaction and retention. HAPPY CUSTOMERS LEAVE GREAT REVIEWS! ⭐⭐⭐⭐⭐
Key Responsibilities:
- Client Servicing & Relationship Management
- Build strong, sustainable relationships with clients and insurance underwriters through clear, interactive communication.
- Conduct pre-renewal reviews and assess coverage changes with clients.
- Conduct in-person or virtual client visits as needed.
- Policy Administration & Coverage Management
- Issue binders, proof of insurance, and certificates of insurance.
- Ensure certificates are issued efficiently and accurately in compliance with agreements.
- Review and process renewals, billing, and premium collection.
Contract & Risk Review
- Review leases, vendor agreements, indemnity clauses, and insurance requirements for compliance.
- Collaborate with insurers to ensure contractual compliance and advocate on behalf of clients.
- Policy Lifecycle & Account Maintenance
- Prepare property valuations, update tenant lists, and maintain building improvement logs.
- Produce and update Statements of Values for realty clients.
- Ensure timely issuance of liability slips (auto) and ensure insurer documentation is
- complete.
- Claims & Reporting
IF YOU LOVE VARIETY IN YOUR JOB, THIS IS A SUPERB OPPORTUNITY FOR YOU!
“When you lean into a transition, you create space for growth that your previous role could never provide. This applies to business, life, and relationships.” – Allison Dunn
Lets have a confidential phone call to discuss this role!
TEXT: 289-338-2616 to book a time
Or book directly in my 🗓️ Kristy's Booking Calendar
Kristy Kufner
Always on the Hunt for You!
Sr. Insurance Recruitment Specialist
U of T Certified Recruitment and Selection Professional
JOB-BORN Executive Search Inc.
Mobile: 289-338-2616
Mobile: 289-338-2616
Email: kristy@jobbornsolutions.com
BIG TO SERVE YOU …small enough to know you