POSITION OVERVIEW:

Commercial Lines TSR/Account Associate – Business Insurance. This role is reporting Vice President of Business Insurance and is responsible for providing support to the Business Insurance team [Mid-Market Accounts Over $10,000].

RESPONSIBILITIES:• Issue certificates of insurance for approval from Account Manager• Generate/issue liability slips for renewals, endorsements and new business• Assist with processing documents: renewals, endorsements, and new business• Run MVRs/driver abstracts, CVOR, etc.• Generate applications/forms (e.g. SOV, Profits Worksheets etc.) as directed by the Account Manager• Assist with the maintenance of the summary of insurance• Update premium comparisons, summaries, executive summaries as directed by an Account Manager• Assist with performing Auto Quotes on Compu-Quote when required• Assist with sending renewal requests to clients 100 days in advance as directed by the Account Manager• Check policy documents against binders issued• Creating policy binders for Account Managers• Assist with processing of mail and endorsements for the team• Report and update all claims• Other duties as assigned

REQUIREMENTS:

• 1-3 years of insurance experience preferred• College or University degree preferred or equivalent work experience• R.I.B.O licensed• Superb interpersonal skills and attention to detail• Self-starter with strong written and oral communication skills as well as organizational skills• Proficient in Outlook, Excel, Word and TAM brokerage software preferred

Preferably have construction and surety experience.

WHY WORK WITH US:

Our culture. Our people. Our brand.We are a performance-based brokerage with a corporate culture of hard work and dedication to our clients. But we also understand the value of our people. That is why we offer exceptional benefits like our Group RRSP Plan, education support, work from home options, subsidized gym memberships and alternating 4-day work weeks to help provide our employees with a healthy work-life balance.The employee can choose to work 100% remote or hybrid (no maximum or minimum number of days in office).

We have a monthly company paid lunch at our Oakville location to preserve our culture and get caught up with coworkers.

Birthday leave policy.

Wellness Fridays.

Employee insurance discounts.

Interested?  Let’s connect!

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