Commercial Lines Account Associate, SME-2
$55,000–$60,000 year
On-siteToronto, Ontario, Canada
Job Summary
Provide prompt, courteous service to internal and external clients by handling coverage inquiries, processing requests, and preparing documents including letters, certificates, renewals, policies, submissions, binders, and summaries. Accurately process endorsements, invoice transactions, and generate reports; calculate adjustments and premiums; and assist in Accounts Receivable collection while adhering to file management standards. Proactively collaborate with clients and carrier partners on renewals and endorsements, offering additional support to SME Account Managers, Assistants, and Leadership as required. Complete training and professional development courses to enhance industry knowledge. Minimum 1 to 2 years of administrative support experience and a required RIBO license (or within 60 days of hire) are necessary. Salary range is $55,000 to $60,000.
Required Qualifications
- Minimum 1 to 2 years of administrative support experience
- RIBO (Registered Insurance Broker of Ontario) license Required or must be obtained within 60 days of hire
- Experience working in a fast paced and high-volume environment
- Proficient in Microsoft Office: Word, Excel, and Outlook
- Strong customer service skills with professionals
- Ability to work collaboratively as a key member of a team and independently with minimum supervision
- Strong attention to detail, time management and analytical skills
- Excellent organizational, interpersonal, written, and oral communication skills
- Department Account Management & Service Required Experience: 2-5 years of relevant experience
- Required Travel: Negligible
Desired Qualifications
- Experience in Epic or similar insurance brokerage management system an asset
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