Commercial Account Associate

Role Overview

• Interacting with Account Executive/Commercial Account Advisor to assist in assembling renewal information or for making changes to policies throughout the year as received from the Account Executive/Commercial Account Advisor
• Tracking expiry lists for the Account Executive/Commercial Account Advisor
• Preparing information to be submitted to the Marketers to obtain new quotes, assembling the information into a presentation format for the prospect/client
• Follows up on account receivable to ensure timely invoicing and payment of premium
• Attend meetings with the Account Executive, Commercial Account Advisor, and Commercial Multiline Account Executive on new or renewal business when required

Requirements

• Level 1 license is required, with completion of CAIB 1 & 2 strongly preferred
• Current knowledge in all aspects of commercial property, having a minimum 1 year experience working in commercial insurance
• Proficient with Microsoft programs and Broker Management Software Systems
• Ability to multi-task and interact in a professional manner with clients and colleagues
• Great problem-solving skills and the ability to make the necessary decisions to move work forward
• Self-motivated with the ability to work independently under minimal daily direction
• Committed to ongoing professional development

Benefits

• Excellent compensation, benefits, RRSP match, referral incentives, and company perks
• Work flexibility
• Paid educational training and vast learning opportunities
• Room for advancement and growth within the organization
• Paid day off for your birthday--we want to celebrate you!