Junior Commercial Lines Account Manager: Client Service

My Insurance Broker; Vaughan; Hybrid; CAD 55,000 - 65,000; Full time

Job summary

My Insurance Broker, located in Ontario, seeks a Junior Commercial Lines Account Manager to service a portfolio of commercial accounts, manage renewals, and respond to client requests. The role emphasizes building strong client, broker, and carrier relationships and requires active remarketing when needed.

The ideal candidate will have a RIBO license, 1–3 years of general insurance brokerage experience, and proficiency with EPIC and MS Office.

Qualifications

• College Diploma, University Degree, or equivalent professional industry experience.
• RIBO License in good standing.
• 1-3 years in a general insurance brokerage servicing commercial lines.
• Solid understanding of insurance carrier portals and underwriting workflows.
• Experience with a Broker Management System (EPIC preferred).
• Proficient in MS Office (Excel, Word, Outlook).
• CIP or CAIB certification is an asset.

Responsibilities

• Manage inbound requests from the commercial service queue, processing policy changes across Commercial Property, Liability, Auto, and Specialty Lines for the existing house book of business.
• Review, underwrite, and process endorsement requests from brokers and house clients within established service standards.
• Issue Certificates of Insurance (COIs) for house clients and brokers.
• Complete transactions within EPIC, issue invoices for agency-billed policies, and actively manage related accounts receivable.
• Act as a trusted resource for brokers and clients. Maintain an accessible presence by promptly returning missed calls, ensuring adherence to call-recording protocols.
• Process policy cancellations, offering guidance on next steps while proactively attempting to retain the business where possible.

Skills

RIBO License

Carrier portals understanding

Underwriting workflows understanding

Client service mindset

Education

College Diploma or University Degree or equivalent

CAIB/CIP Certification in progress

Tools

EPIC

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

My Insurance Broker, located in Ontario, seeks a Junior Commercial Lines Account Manager to service a portfolio of commercial accounts, manage renewals, and respond to client requests. The role emphasizes building strong client, broker, and carrier relationships and requires active remarketing when needed.

The ideal candidate will have a RIBO license, 1–3 years of general insurance brokerage experience, and proficiency with EPIC and MS Office.