Commercial Lines Account Associate
Core
Support the busy account workflow for the Mid-Market Practice by handling coverage inquiries, processing client requests, and managing client accounts receivable.
Role type
Commercial Lines Account Associate
Builds
Client renewal packages, policies, submissions, binders, summaries, and reports for the Mid-Market Practice.
Domain
Insurance brokerage (Commercial Lines)
Deliverable
client delivery
Required skills
RIBO (Ontario Broker's license), commercial lines broking or underwriting experience, client relationship management, invoicing and accounts receivable processing, report generation, Microsoft Office proficiency
Preferred skills
EPIC system fluency, innovative solution design
Responsibilities
Handle coverage inquiries and process client requests; Prepare documents including letters, certificates, and policies; Monitor client accounts receivable and collect outstanding premiums; Build relationships with underwriters; Develop and nurture client relationships by identifying needs and creating cost-effective solutions.
Seniority
Mid-level IC