Position: Commercial Account Associate Category:



Branch Name: Mississauga Dress Code:
Branch Phone: (905) 5688828 Job ID: 5433
Pay Info: Order Type: DH

POSITION SUMMARY: This position involves working with and assisting a dynamic team of Account Executives on a diverse commercial insurance book of business in both servicing and marketing existing accounts as well as new business accounts. The book of business consists mainly of Construction, Realty and Manufacturing and range from small to mid-size accounts. The successful candidate must be highly motivated and have the ability to work in a fast-paced environment.

• Prepare and issue Certificates of Insurance including Liability, Automobile Leasing, Owned Contractor’s Equipment, Mortgagee and Tenant Certificates
• Work efficiently with TAM and Microsoft Excel in order to perform the following tasks:
• Assist in updating Summaries of Insurance for renewal, issuing proposals and Binders of Insurance
• Produce and update price comparisons
• Create renewal reviews including Outstanding Recommendations, Claims Review, and Additional Coverage(s)
• Request, check and invoice Policy Endorsements and renewal documents
• Manage own abeyances and assist with Account Executive’s abeyances
• Review prequalification documents and issue appropriate pre-qualification letters
• Review leases in order to issue appropriate Tenant Certificate
• Review and analyze Certificates received by our landlord and contractor clients ensuring that they meet contract/lease requirements
• Perform other related duties and projects, as required

• 2 to 5 years of experience in similar role – working knowledge of commercial lines products, particularly in construction insurance
• RIBO Licence
• An Asset:
• CIP and/or CAIB designation
• Familiarity with The Agency Manager (TAM) and Compu-quote

• Effective verbal and written communication skills
• Excellent organizational and time management abilities
• Self-motivation with ability to problem-solve with limited supervision
• Flexibility to work in a fast-paced and dynamic environment with changing priorities
• Ability to work independently and as a team member
• Technically proficient in Microsoft Office programs: Outlook, Word, Excel and PowerPoint
• Accurate data entry skills
• Maintain strict confidentiality
• Demonstrate a strong work ethic
• Be honest and trustworthy
• Be respectful of clients, co-workers and Management