Commercial Insurance Associate

Job summary

The Commercial Insurance Associate assists producers and marketers with servicing commercial accounts by processing documentation and maintaining client records. They also handle client inquiries regarding coverage, renewals, and policy information while ensuring accuracy and compliance.

Job details

The Commercial Insurance Associate assists producers and marketers with servicing commercial accounts by processing documentation and maintaining client records. They also handle client inquiries regarding coverage, renewals, and policy information while ensuring accuracy and compliance. Candidates must hold a Level 2 Insurance License and possess strong attention to detail with excellent customer service skills. Previous experience in commercial or general insurance is considered an asset, along with relevant industry designations.

What you’ll do

The Commercial Insurance Associate assists producers and marketers with servicing commercial accounts by processing documentation and maintaining client records. They also handle client inquiries regarding coverage, renewals, and policy information while ensuring accuracy and compliance.

Requirements

Candidates must hold a Level 2 Insurance License and possess strong attention to detail with excellent customer service skills. Previous experience in commercial or general insurance is considered an asset, along with relevant industry designations.

Benefits

• Extended health benefits
• Disability insurance
• RRSP matching
• Paid time off
• Bonuses
• Commissions
• Paid birthday off
• Paid volunteer time

Listed skills

• Customer service · Preferred
• Data entry · Preferred
• Documentation · Preferred
• invoicing · Preferred
• Negotiation · Preferred
• Microsoft Word · Preferred
• Microsoft Excel · Preferred
• Microsoft Outlook · Preferred
• Attention to detail · Preferred
• Communication · Preferred
• Risk Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Commercial insurance
• Client service
• Data entry
• Documentation
• Policy administration
• Invoicing
• Negotiation
• Microsoft Word
• Microsoft Excel
• Microsoft Outlook
• Attention to detail
• Communication
• Risk management

Job areas

• Finance & Accounting
• Customer Service & Support
• Sales
• Administrative

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