Client Associate, Commercial Lines

Jones DesLauriers; Mississauga; On-site; CAD 60,000 - 85,000; Full time

Benefits offered by this job

Health and Dental Benefits

RRSP Match Program

Bonus

Paid Vacation Time

Sick Days

Additional PTO

Job summary

Jones DesLauriers is seeking an experienced Client Associate to renew and manage a commercial insurance book, focusing on retention and client service excellence. You will assess client needs, negotiate coverages, respond to inquiries, and support Client Managers with various transactions.

Responsibilities include handling renewals, certificates of insurance, invoicing, and coordinating with insurers. The role requires 1–2 years in commercial insurance and active RIBO licensure, with CIP/CAIB

Qualifications

• Minimum 1–2 years of commercial insurance experience.
• RIBO license required.
• Pursuing CIP or CAIB designation is encouraged.
• Strong attention to detail, time management and analytical skills.
• Excellent written and verbal communication; highly organized.

Responsibilities

• Manage a book of business up to $500,000 in premium.
• Aim for 95% renewal retention on the book.
• Prepare renewal lists 120 days prior to renewal.
• Handle client inquiries and support Client Managers.
• Market client accounts to insurers and handle claims inquiries.
• Issue certificates of insurance within 24 hours.
• Prepare and process renewals, endorsements and new business.

Skills

Attention to detail

Time management

Analytical skills

Strong written and oral communication

Organizational skills

Education

RIBO license

CIP designation

CAIB designation

Tools

Outlook

Excel

Word

EPIC

Job description

Jones DesLauriers is hiring for an experienced commercial insurance broker who is committed to delivering great customer service with a focus on retention of accounts on an assigned book of business. The Client Associate will play a central role in renewing existing accounts by serving JDIMI clients in assessing and fulfilling their insurance needs to the highest standards of satisfaction. The Client Associate is accountable for determining customer needs, negotiating coverages and terms, responding to complaints and inquiries, and processing of transactions. This role will provide for additional responsibilities to the successful candidate who previously held a Client Coordinator level broker position and is looking for more challenges and authority over the book of business assigned.

RESPONSIBILITIES:

• Handle a book of business of up to approximately $500,000 in premium
• Responsible for retention of 95% on renewal book of business
• Manage renewal list of accounts at 120 days in advance of policy renewal
• Follow up and collect accounts receivables based on weekly accounts receivables report
• Answer client inquiries on the book of business and provide support to Client Managers on their book of business
• Market and communicate client accounts to Insurers
• Handle claims inquiries from clients
• Attend client and Insurer meetings/events as necessary
• Issue certificates of insurance within 24 hours for assigned Client Managers and send to appropriate insurer
• Generate/issue liability slips for renewals, endorsements and new business
• Process documents: renewals, endorsements, and new business
• Invoice and execute on premium finance contracts and premium allocations
• Generate applications/forms (e.g. SOV, Profits Worksheets etc.) with abeyance for follow up
• Maintain and update premium comparisons, summaries, executive summaries (if applicable)
• Perform Auto Quotes on Compu-Quote when required
• Manage effectively the abeyance system
• Creating policy binders to send out to clients
• Other duties as assigned

REQUIREMENTS:

• Minimum 1 to 2 years of commercial insurance experience required
• R.I.B.O license required
• Working towards C.I.P. or C.A.I.B. designation(s)
• Strong attention to detail, time management and analytical skills
• Ability to be a self starter with strong written and oral communication skills as well as organizational skills
• Advanced skills in Outlook, Excel, Word and EPIC

WHAT WE OFFER :

• Health and Dental Benefits
• RRSP Match Program
• Bonus
• Paid Vacation Time
• Sick Days
• Additional PTO available

*This is a net new role.

*Navacord DOES NOT utilize artificial intelligence in the screening, assessment, or selection of applicants for this position.