Commercial Lines Account Associate, Professional Liability
Core
Support professional liability accounts in Toronto by managing client renewals, policy issuance, and daily sales operations.
Role type
Commercial Account Associate (Insurance Brokerage)
Builds
Client renewal packages, policy binders, and submissions for professional liability clients.
Domain
Insurance / Professional Liability
Required skills
Commercial insurance experience, RIBO license (or willingness to obtain), market negotiation, Microsoft Office (Excel pivot tables), EPIC system proficiency, client management, file management, time management.
Preferred skills
Experience in commercial policy market negotiations, knowledge of emerging risk trends.
Responsibilities
Prepare client renewal packages (certificates, summaries), issue submissions and policies, communicate with clients and third parties, manage abeyance system, minimize Daily Sales Outstanding (DSO), support Account Manager in client meetings.
Seniority
Mid-level (2+ years experience)