Account Manager - Transportation - 9946

DGA Careers Inc.; Burlington; Hybrid; CAD 60,000 - 75,000; Full time

Job summary

A reputable insurance firm is seeking a proactive Account Manager to provide exceptional service in a hybrid capacity. This role includes managing client portfolios, preparing policy documents, and addressing client inquiries. Candidates should have a minimum of 1-year experience in Commercial Lines, an active R.I.B.O license, and strong communication skills. This position is integral to supporting client needs within the Transportation sector and offers a dynamic work environment.

Qualifications

• Minimum 1-year experience in Commercial Lines, either with a brokerage or insurance company preferred.
• Active R.I.B.O license is required.
• Excellent interpersonal, communication, and listening skills.

Responsibilities

• Manage the day-to-day servicing of your client portfolio.
• Prepare Certificates of Insurance and policy documents.
• Process MVRs, driver abstracts, CVOR checks, and related documentation.

Skills

Client service orientation

Communication skills

Detail-oriented

Proficiency in Microsoft Word

Proficiency in Microsoft Excel

Education

Post-secondary education in a relevant field

Job description

Are you driven to deliver exceptional client service and thrive in a fast-paced insurance environment? My client is looking for a proactive, client-focused Account Manager to join their team, specializing in the Transportation sector. In this role, you’ll play a key part in supporting their growth by ensuring clients receive top-tier service every day.

Location: Hamilton (Hybrid, 3 days in the office after training)

Responsibilities:

• Manage the day-to-day servicing of your client portfolio
• Prepare Certificates of Insurance and policy documents, including renewals, endorsements, and cancellations
• Process MVRs, driver abstracts, CVOR checks, and related documentation
• Assist in preparing binders, form letters, and other client communications
• Handle invoices and maintain accurate client records
• Review clients’ coverage, exposures, and loss experience to identify risk management needs
• Support Customer Service Brokers or Producers with inquiries or urgent requests
• Maintain strong knowledge of client needs and ensure excellent communication with clients, carriers, and colleagues
• Promptly address questions or concerns regarding policies, coverage, and premiums

Qualifications:

• Minimum 1-year experience in Commercial Lines, either with a brokerage or insurance company preferred
• Active R.I.B.O license
• Post-secondary education in a relevant field (college or university)
• Excellent interpersonal, communication, and listening skills
• Detail-oriented, organized, and results-driven
• Self-motivated, proactive, and a collaborative team player
• Proficiency in Microsoft Word and Excel

If you’re ready to grow your career and make an impact in a dynamic team environment, we’d love to hear from you!

DGA Careers has been proudly serving the Canadian insurance industry for over 30 years, specializing in providing insurance recruiting services to major insurers, insurance brokerage firms and independent adjusting firms. With offices in Toronto, Vancouver, Montreal, Edmonton, and Calgary, DGA Careers is well positioned to conduct searches with a national scope. Our unrivalled professional network across Canada provides us with the ability to reach vital key influencers and passive candidates nationally.

Interested candidates please forward your resume to Maurice Reichberg at DGA Careers. If you are working with another DGA recruiter, feel free to ask them about this position.