Commercial Lines Assistant Account Manager - 9546

DGA Careers; Barrie; Remote; CAD 45,000 - 70,000; Full time

Job summary

An innovative insurance brokerage is seeking a skilled Commercial Insurance Account Assistant to join their dynamic team. This role offers the chance to work from home while contributing to one of the top insurance brokerages globally. As a vital part of the team, you will handle processing policies, managing endorsements, and ensuring accuracy in billing. If you have a background in brokerage and are eager to learn more about commercial insurance, this is the perfect opportunity to grow your career in a supportive environment that values your contributions and offers competitive compensation and unique benefits.

Benefits

Competitive Salary

Benefits

Education Reimbursement

Unique Vacation Allotment

Qualifications

• 2+ years of brokerage experience with a focus on commercial lines.
• Proficient in MS Office, with strong communication skills.

Responsibilities

• Process new policies, renewals, endorsements, and audits.
• Assist Account Managers with rating functions and follow-up activities.

Skills

Brokerage Experience

Commercial Underwriting Knowledge

MS Office (Excel, Word, Outlook)

Communication Skills

Organizational Skills

Education

High School Diploma

Post-secondary Education in Insurance or Related Field

Tools

MS Excel

MS Word

MS Outlook

Job description

My client is a unique P&C insurance brokerage and is looking for an experienced Commercial Insurance Account Assistant who is interested in joining one of the top 10 insurance brokerages in the world and the fastest growing in industry history!

Location: Work from home (Ontario)

Responsibilities

1. Process new policies, renewals, endorsements, and audits, and invoice all transactions.
2. Process endorsements within 5 days of receipt from carrier/broker.
3. Verify and update accuracy of billing screens, policies and endorsements received from companies on Small Business Accounts.
4. Assist AMs in rating functions.
5. Prepare certificates, evidences, summaries of insurance, lost policy releases and ID cards.
6. Notify mortgagees / loss payees / lienholders by certificate, evidence or policy when required.
7. Prepare finance contracts.
8. Process confirmed cancellations, invoicing agency bill items.
9. Process and follow up on cancellation requests to carriers to ensure accurate and timely resolution; maintain agency financial equity whenever possible.
10. Follow-up on open activities generated by AM from phone calls with clients/companies.
11. Prepare summaries of insurance, schedules, future applications, and proposals as needed.
12. Order loss runs.

Requirements

1. 2+ years of brokerage experience with commercial lines or personal lines with the ability to learn commercial.
2. Some understanding of commercial underwriting and coverage.
3. Proficient in MS Office, specifically Excel, Word and Outlook.
4. Excellent oral and written communication skills.
5. Organized and able to work efficiently and independently.

Compensation: Competitive Salary, Benefits, Education Reimbursement and unique vacation allotment.