Commercial Lines Associate Account Manager

ZipRecruiter; Eastern Ontario; On-site; CAD 40,000 - 50,000; Full time

Job summary

A leading insurance organization is seeking an Associate Client Representative in Kingston, Eastern Ontario. This role supports the management of a high-volume Commercial Lines book of business, ensuring excellent customer service and retention. Candidates should have 0-2 years of experience in Commercial Property and Casualty along with a high school diploma. Strong communication skills and knowledge of MS Office are essential.

Qualifications

• 0-2 years’ experience in Commercial Property and Casualty.
• Licensed or obtaining state Property & Casualty insurance license within a specified time frame.

Responsibilities

• Manage a high-volume book of business ensuring accuracy and timeliness.
• Maintain account details, contacts, and policy information in EPIC.
• Produce standard communications to clients and carriers.

Skills

Knowledge of Excel

Strong written communication

Interpersonal communication skills

Education

HS Diploma or equivalent

Tools

MS Office products

Job description

Summary

World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.

Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.

Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region.

Position Summary

The Associate Client Representative supports the daily management of a high-volume Commercial Lines book of select business. Under the direction of a lead servicer, this position consistently provides excellent customer service to external and internal clients to ensure client satisfaction and retention.

Primary Responsibilities

• Supports lead servicer in effectively managing a high-volume book of business ensuring all required tasks are completed accurately and on-time to meet the client needs.
• Set up and maintain accurate account details, contacts, and policy information in EPIC
• Attach, organize, and name documents in EPIC
• Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change requests, etc.
• Endorse policy in EPIC
• Create activities in EPIC and assign applicable team-member.

Other Responsibilities

• Order loss runs from carriers
• Generate and send proofs to holder, if requested (from EPIC or CSR24)
• Check policy per policy check workflow and complete checklist
• Check endorsement against request
• Document maintenance/retrieval

Position Specific Skills/Qualifications

Work Experience

• 0-2 years’ experience in Commercial Property and Casualty

Professional Licenses/Certifications

Licensed or obtaining state Property & Casualty insurance license within a specified time frame

Essential Skills/Competencies

• Knowledge of Excel, Word, and other MS Office products to include basic formatting
• Able to learn coverage fundamentals.
• Dedicated to meeting the expectations and requirements of co-workers and clients. Able to quickly find common ground and solve problems.
• Seeks to obtain industry information, new product information, coverage, and technology to continuously improve knowledge performance.
• Strong written, oral, and interpersonal communication skills.
• Able to follow a well-established and familiar set of activities and/or process to derive a solution.
• Sets priorities and manages workflow to ensure effective, timely, and efficient service delivery.
• Works to achieve stated objectives and delivers results at the close direction of a senior team member.

Education

• HS Diploma or equivalent

Physical Demands & Working Conditions

Office work involves working at a desk most of the time, using an adjustable desk. Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion are typically required every day, and walking and standing are required occasionally.

Equal Employment Opportunity

World Insurance Associates is an equal opportunity employer. We are dedicated to equal employment opportunities regardless of race, color, religion, sex, national origin, disability, or veteran status. We will provide reasonable accommodations to qualified applicants or employees with known physical or mental limitations, unless the accommodation would impose an undue hardship on the operation of our business.