Transportation Insurance Account Manager | Hybrid Role

DGA Careers Inc.; Burlington; Hybrid; CAD 60,000 - 75,000; Full time

Job summary

A reputable insurance firm is seeking a proactive Account Manager to provide exceptional service in a hybrid capacity. This role includes managing client portfolios, preparing policy documents, and addressing client inquiries. Candidates should have a minimum of 1-year experience in Commercial Lines, an active R.I.B.O license, and strong communication skills. This position is integral to supporting client needs within the Transportation sector and offers a dynamic work environment.

Qualifications

• Minimum 1-year experience in Commercial Lines, either with a brokerage or insurance company preferred.
• Active R.I.B.O license is required.
• Excellent interpersonal, communication, and listening skills.

Responsibilities

• Manage the day-to-day servicing of your client portfolio.
• Prepare Certificates of Insurance and policy documents.
• Process MVRs, driver abstracts, CVOR checks, and related documentation.

Skills

Client service orientation

Communication skills

Detail-oriented

Proficiency in Microsoft Word

Proficiency in Microsoft Excel

Education

Post-secondary education in a relevant field

Job description

A reputable insurance firm is seeking a proactive Account Manager to provide exceptional service in a hybrid capacity. This role includes managing client portfolios, preparing policy documents, and addressing client inquiries. Candidates should have a minimum of 1-year experience in Commercial Lines, an active R.I.B.O license, and strong communication skills. This position is integral to supporting client needs within the Transportation sector and offers a dynamic work environment.