Commercial Lines Account Manager

FSB GROUP LTD.; Vaughan; On-site; CAD 55,000 - 75,000; Full time

Job summary

FSB GROUP LTD. is seeking a RIBO licensed Commercial Lines Insurance Customer Service Representative to deliver exceptional service to our commercial clients, handling inquiries, policy changes, endorsements, and renewals in a fast-paced brokerage environment.

Ideal candidates have a current RIBO license, 2+ years in commercial lines account management, familiarity with Power Broker, and strong communication and teamwork skills; knowledge of BMS and MS Office is a plus.

Qualifications

• RIBO license in good standing is required.
• 2+ years of commercial lines account management/service experience (brokerage preferred).
• Familiarity with Power Broker is an asset.
• Ability to excel in a fast-paced, multifaceted environment and work collaboratively.

Responsibilities

• Provide exceptional day-to-day customer service to commercial clients via inbound calls and requests.
• Process policy changes, endorsements, and renewals in a timely manner.
• Prepare submissions, applications, proposals, and certificates of insurance.
• Review policy and renewal documents for accuracy before delivery to clients.
• Maintain professional relationships with insurers and underwriters.
• Collaborate with producers in account management and client service.
• Handle inbound and outbound calls, submissions, mail, and emails promptly and professionally.
• Conduct client reviews to ensure coverage meets needs and underwriting guidelines.
• Identify opportunities to cross-sell within underwriting guidelines.
• Foster client loyalty through attention to detail and relationship-building.
• Stay current on company procedures and industry changes.

Skills

Communication

Interpersonal skills

Organizational skills

Time management

Teamwork

Analytical thinking

Decision making

Adaptability

Liaison with stakeholders

Tools

Power Broker

BMS

Microsoft Office

Job description

At FSB GROUP LTD., we believe that great businesses are built on great relationships, and that starts with our team. We're proud to foster a workplace culture focused on people, support, and shared success. As we continue to grow, we’re looking for motivated professionals who want to grow with us.

We’re currently seeking a RIBO Licensed Commercial Lines Insurance Customer Service Representative who is passionate about client service and thrives in a collaborative, fast-paced environment.

Responsibilities

• Provide exceptional day-to-day customer service to our commercial clients by taking inbound calls and promptly responding to clients’ requests.
• Process policy changes, endorsements, and renewals efficiently.
• Prepare submissions, applications, proposals, and certificates of insurance.
• Review policy and renewal documents for accuracy prior to delivery to clients.
• Maintain professional relationships with insurers and underwriters.
• Collaborate with and support producers in all aspects of account management & client service.
• Handle inbound & outbound calls, submissions, and mail/emails promptly and professionally.
• Conduct client reviews to ensure coverages meet clients’ needs and underwriting guidelines.
• Identify and cross-sell additional insurance products at every opportunity while adhering to underwriting guidelines.
• Foster client loyalty through attention to detail and strong relationship building.
• Stay current on all company procedures and industry changes.

Qualification

• Currently holds a RIBO license in good standing.
• 2+ years of commercial Lines account management/service experience, preferably in a brokerage environment.
• Familiarity with Power Broker (considered an asset).
• Being in a fast-paced, multifaceted environment brings out the best in you. You consistently prioritize efficiently, enabling you to exceed client expectations.
• Working collaboratively and building relationships come easily and are key parts of what has made you successful in your past roles.

Required Skills

• Communicate effectively with clients, both verbally and in writing.
• Demonstrate excellent interpersonal, organizational, and time-management skills.
• Function effectively in a fast-paced, multi-faceted environment.
• Maintain a positive attitude and contribute as a strong team player.
• Apply strong analytical and decision-making abilities.
• Adapt quickly and effectively to change.
• Demonstrate proficiency in BMS and Microsoft applications.
• Support the Broker/Producer by acting as a liaison with insurance companies, clients, and other stakeholders as required.

This position is an existing vacancy and is open to qualified applicants at this time.

AI Disclosure Statement

We use AI-enabled tools to help screen, assess, and/or select applicants for this role (e.g., skills matching and interview scheduling support). All hiring decisions include human review.

Equal Opportunity Statement

FSB GROUP LTD. is an equal opportunity employer and welcomes applications from all individuals. Applicants selected for an interview will be asked whether specific accommodations are needed to support a personal disability.