Client Associate Commercial Lines / Associé de Comptes Commerciaux

Jones DesLauriers; Laval; On-site; CAD 50,000 - 70,000; Full time

Job summary

A commercial insurance firm in Laval is seeking an experienced Client Associate to manage a book of business, focusing on account retention and client satisfaction. The successful candidate will handle premium accounts, respond to inquiries, and support Client Managers. Ideal for those with 1-2 years of experience in commercial insurance and a strong attention to detail. A.M.F license required. This full-time role offers a dynamic work environment.

Qualifications

• 1-2 years of commercial insurance experience.
• Strong attention to detail and analytical skills.
• Self-starter with excellent communication skills.

Responsibilities

• Handle a book of business with premiums up to approximately $500,000.
• Maintain a retention rate of 95% on renewal accounts.
• Respond to client inquiries and support Client Managers.

Skills

Attention to detail

Time management

Analytical skills

Written communication

Oral communication

Organizational abilities

Proficiency in Outlook

Proficiency in Excel

Proficiency in Word

Experience in EPIC

Education

A.M.F license

C.I.P. designation

C.A.I.B. designation

Job description

Jones DesLauriers is hiring for an experienced commercial insurance broker who is committed to delivering excellent customer service with a focus on account retention on an assigned book of business. The Client Associate will play a central role in renewing existing accounts by serving JDIMI clients, assessing, and fulfilling their insurance needs to the highest standards of satisfaction. The role involves determining customer needs, negotiating coverages and terms, responding to inquiries, and processing transactions. The successful candidate will have previous experience at the Client Coordinator level and seek more challenges and authority over their book of business.

Responsibilities:

• Handle a book of business with premiums up to approximately $500,000.
• Maintain a retention rate of 95% on renewal accounts.
• Manage renewal lists at 120 days prior to policy renewal.
• Follow up on and collect accounts receivables weekly.
• Respond to client inquiries and support Client Managers.
• Market and communicate client accounts to insurers.
• Handle claims inquiries from clients.
• Attend client and insurer meetings as needed.
• Issue certificates of insurance within 24 hours for assigned Client Managers.
• Generate and issue liability slips, renewals, endorsements, and new business documents.
• Process documents related to renewals, endorsements, and new business.
• Manage premium finance contracts and allocations.
• Generate applications and forms, following up as needed.
• Maintain and update premium comparisons and summaries.
• Perform Auto Quotes on Compu-Quote when required.
• Manage the abeyance system effectively.
• Create policy binders for clients.
• Perform other duties as assigned.

Requirements:

• 1-2 years of commercial insurance experience.
• A.M.F license.
• C.I.P. or C.A.I.B. designation(s) preferred.
• Strong attention to detail, time management, and analytical skills.
• Self-starter with excellent written and oral communication skills and organizational abilities.
• Proficiency in Outlook, Excel, Word, and EPIC.

We support diversity, equity, and inclusion and encourage applications from women, indigenous peoples, visible minorities, persons with disabilities, and LGBTQ2+ individuals. Accommodation is available upon request.

Additional Information:

• Seniority Level: Associate
• Employment Type: Full-time
• Job Functions: Accounting / Auditing, Administrative, and Finance
• Industry: Insurance