Client Associate Commercial Lines / Associé de Comptes Commerciaux

Jones DesLauriers; Laval (administrative region); On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Tuition reimbursement

Volunteer day

Vacation time off

Professional development

Job summary

Jones DesLauriers seeks an experienced Client Associate to support a book of commercial insurance business and drive renewal retention with high service standards. The role emphasizes assessing client needs, negotiating coverages, and timely processing of transactions.

The ideal candidate has 1–2 years of commercial insurance experience, AMF license, and CIP/CIIB designations are a plus. Proficiency in Outlook, Excel, Word, and EPIC is expected.

Qualifications

• Minimum 1 to 2 years of commercial insurance experience
• AMF license required; CIP/CIIB designations preferred
• Advanced skills in Outlook, Excel, Word and EPIC
• Strong written and oral communication and organizational abilities

Responsibilities

• Handle a book of business of up to approximately $500,000 in premium
• Maintain 95% renewal book of business retention
• Manage renewal list 120 days before policy renewal
• Follow up and collect accounts receivables based on weekly reports
• Respond to client inquiries and support Client Managers
• Market and communicate client accounts to insurers
• Handle claims inquiries from clients
• Issue certificates of insurance within 24 hours
• Generate/issue liability slips for renewals and new business
• Process renewals, endorsements, and new business documents
• Invoice and execute premium finance contracts
• Create applications/forms with abeyance for follow up
• Maintain premium comparisons and executive summaries
• Perform Auto Quotes on Compu-Quote
• Create policy binders to clients

Skills

Attention to detail

Time management

Analytical skills

Written and verbal communication

Organizational skills

Outlook

Excel

Word

Education

C.I.P. or C.A.I.B. designation(s)

AMF license

Tools

EPIC

Compu-Quote

Job description

• Professional Development Courses & Designations
• 100% tuition re-imbursement for business relevant courses and training
• Half volunteer day to make a difference and give back to your community
• Vary Days and Vacation Time Off

POSITION OVERVIEW

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
• A.M.F license required
• C.I.P. or C.A.I.B. designation(s) preferred
• 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

We are committed to supporting diversity, equity, and inclusion by respecting and recognizing our differences and similarities as people. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply. We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs.