Commercial Insurance Account Associate - Hybrid

Masters Insurance | Financial; Vaughan; Hybrid; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Healthcare benefits

Group retirement savings with company

Professional development & mentorship

Hybrid work schedule

Employee events

Community philanthropy involvement

Job summary

Masters Insurance Limited, Ontario's leading independent broker, is seeking an Account Associate to support and market a growing book in construction, real estate, and manufacturing sectors.

You will liaise with clients and underwriters, issue certificates, manage documentation, and ensure timely service. This role offers a competitive compensation package and robust benefits, with a hybrid schedule and ongoing education.

Qualifications

• RIBO Licence is required.
• Minimum of two years of experience in a commercial lines department at an insurance brokerage or company.
• Familiarity with EPIC software, insurance company portals, and Compu-quote.
• Excellent written and verbal communication skills.
• Strong organizational skills and attention to detail.
• Bilingualism is an asset.

Responsibilities

• Review insurance requirements in contracts and rental leases to ensure compliance, issuing Certificates of Insurance as needed.
• Issue certificates, insurance summaries, proposals, Binders of Insurance, and other commercial insurance documentation accurately and on time.
• Communicate with clients and underwriters via phone, email, and in person to manage requests, resolve issues, and provide information.
• Use TAM and insurance company portals for record-keeping, updates, and processing documentation.
• Maintain strong follow-up on client requests and internal tasks, ensuring timely resolution.
• Prepare renewal and claim reviews, inspect reports, and follow up on outstanding recommendations.
• Request, verify, and invoice policy endorsements, renewal documents, and cancellations.
• Manage abeyances and follow up with underwriters and clients for outstanding information.
• Collaborate with Account Executives and Insurance Underwriters to provide support and ensure smooth processes.
• Set up premium financing for clients opting to finance their insurance premiums.

Skills

Communication skills

MS Office

Excel

Time management

Organization

Independent work

Problem solving

Team player

Bilingualism (asset)

Education

RIBO Licence

CIP and/or CAIB designation (asset)

Tools

EPIC

Insurance portals

Compu-quote

Job description

Masters Insurance Limited, Ontario's leading independent broker, is seeking an Account Associate to support and market a growing book in construction, real estate, and manufacturing sectors.

You will liaise with clients and underwriters, issue certificates, manage documentation, and ensure timely service. This role offers a competitive compensation package and robust benefits, with a hybrid schedule and ongoing education.