Commercial Lines Underwriting & Risk Placement Specialist

Brown & Brown; Markham; On-site; CAD 45,000 - 60,000; Full time

Job summary

A leading insurance firm in Markham, Ontario is seeking a Property Casualty Marketing Assistant to manage marketing administration and ensure client retention. The role involves preparing client proposals, maintaining records, and fostering relationships with vendors and teams. Candidates must have RIBO in good standing and 3 years of experience in the insurance industry. This opportunity promotes diversity and inclusion.

Benefits

Inclusive work environment

Professional development opportunities

Qualifications

• 3 years of experience in the insurance industry.
• Proficient knowledge in EPIC and Microsoft Windows.
• RIBO in good standing.

Responsibilities

• Manage marketing administration and compliance.
• Prepare proposals for clients and maintain records.
• Build relationships with team, vendors, and carriers.

Skills

RIBO in good standing

Proficient knowledge in EPIC

Proficient in Microsoft Office (Word, Excel, PowerPoint, Publisher)

3 years’ experience in the insurance industry

Education

High School Diploma

Tools

Microsoft Windows

Job description

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Brown & Brown is seeking a Property Casualty Marketing Assistant to join our growing team in Markham, Ontario, Canada!

The Property Casualty Marketing Assistant is responsible for managing marketing administration and compliance, preparing client proposals and materials, maintaining accurate records, and fostering strong relationships with teams, vendors, and carriers to ensure efficient operations and client retention.

How You Will Contribute:

• Responsible for the administration of marketing policies in accordance with company and state regulations and timeframes.
• Prepare proposals for new and existing clients, including ordering updated loss information, obtaining updated information, documenting renewal applications, preparing proposals, obtaining quotes and preparing marketing materials and binders.
• Record marketing activity in agency management system in accordance with company practices.
• Record renewal, sales, and insurance operations compliance documents into the agency management database.
• Communicate marketing status with service and sales team.
• Build courteous and successful relationships with team, vendors and carriers to improve client retention.
• Follow agency guidelines, policies and procedures.
• Promote teamwork, support, knowledge sharing and a positive attitude in the department and office.
• Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, and technology including professional development and continuing education required for valid licensing.
• All other duties as assigned.

Skills & Experience to Be Successful:

• RIBO in good standing
• High School Diploma.
• 3 years’ experience in the insurance industry.
• Proficient knowledge in EPIC and Microsoft Windows environment, including but not limited to Word, Excel, Power Point, and Publisher. Able to create, edit, and merge letters, spreadsheets, labels, etc.
• Proficient knowledge use of office equipment (including but not limited to copy machines, printers, faxes, binding machine, etc.)

The Power to Be Yourself

We are an Equal Opportunity Employer. Brown & Brown is committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.