Commercial Lines Account Assistant, Real Estate
Core
Manage commercial client accounts, policy documentation, renewals, invoicing, and receivables for the Real Estate sector.
Role type
Commercial Lines Account Assistant
Builds
Commercial insurance policies and account documentation for Real Estate clients
Domain
Insurance brokerage / Real Estate
Required skills
Commercial insurance experience, policy administration, client account management, Microsoft Office (Excel, Word, PowerPoint), broker management systems (Applied EPIC)
Preferred skills
Market negotiation experience, RIBO license
Technologies
Applied EPIC, Microsoft Office
Responsibilities
Manage commercial client accounts including renewals and invoicing; Maintain digital and physical client files; Support clients with inquiries and renewal packages; Review policies and calculate provincial taxes; Monitor receivables and assist with collections; Coordinate with underwriters on submissions; Track abeyances and expiries.
Seniority
Entry to Mid-level