Account Associate managing commercial insurance in the construction industry. Collaborating with clients and underwriters, ensuring compliance and providing exceptional service while on a hybrid work schedule.
Responsibilities
Review insurance requirements in contracts and rental leases to ensure compliance, issuing Certificates of Insurance as needed.
Issue certificates, insurance summaries, proposals, Binders of Insurance, and other commercial insurance documentation accurately and on time.
Communicate with clients and underwriters via phone, email, and in person to manage requests, resolve issues, and provide information.
Use TAM and insurance company portals for record-keeping, updates, and processing documentation.
Maintain strong follow-up on client requests and internal tasks, ensuring timely resolution.
Prepare renewal and claim reviews, inspect reports, and follow up on outstanding recommendations.
Request, verify, and invoice policy endorsements, renewal documents, and cancellations.
Manage abeyances and follow up with underwriters and clients for outstanding information.
Collaborate with Account Executives and Insurance Underwriters to provide support and ensure smooth processes.
Set up premium financing for clients opting to finance their insurance premiums.
Requirements
Proven experience in the insurance industry or a related field.
RIBO Licence.
Minimum of two (2) years of experience in a commercial lines department at an insurance brokerage or company, with similar duties and responsibilities.
Working knowledge of commercial lines products and construction insurance.
Proficient in Microsoft Office (Outlook, Word, Excel), with advanced Excel skills.
Familiarity with TAM software, insurance company portals, and Compu-quote.
Excellent written and verbal communication skills, with the ability to interact professionally with clients and internal teams.
Strong organizational, time management, and attention to detail in documentation and follow-up tasks.
Ability to work independently, while being receptive to direction and feedback.
Results-driven with a proactive, resourceful approach to problem-solving.
Team player who thrives in a collaborative environment.
Bilingualism is an asset.
Benefits
Competitive compensation package
Generous health and dental benefits program, including Healthcare Spending Account
Robust Group Retirement Savings program with company matching
Reimbursements of license fees and professional membership dues
Full support of continuing education and growth opportunities, including career mentorship with senior management
Hybrid work schedule that supports work-life balance
Epic year-round employee events!
Opportunities to give back to our communities through philanthropic programs
Membership to an exclusive employee discount program
Discounts to gym membership and select local retailers
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