Client Associate Commercial Lines / Associé de Comptes Commerciaux

WE OFFER Great learning and growth opportunities Hybrid remote work flexibility A competitive compensation package Full Benefits Package RRSP Matching Program Professional Development Courses & Designations 100% tuition re-imbursement for business relevant courses and training Half volunteer day to make a difference and give back to your community Vary Days and Vacation Time Off POSITION OVERVIEW Jones DesLauriers is hiring for an experienced commercial insurance broker who is committed to delivering great customer service with a focus on retention of accounts on an assigned book of business. The Client Associate will play a central role in renewing existing accounts by serving JDIMI clients in assessing and fulfilling their insurance needs to the highest standards of satisfaction. The Client Associate is accountable for determining customer needs, negotiating coverages and terms, responding to complaints and inquiries, and processing of transactions. This role will provide for additional responsibilities to the successful candidate who previously held a Client Coordinator level broker position and is looking for more challenges and authority over the book of business assigned. RESPONSIBILITIES: Handle a book of business of up to approximately $500,000 in premium Responsible for retention of 95% on renewal book of business Manage renewal list of accounts at 120 days in advance of policy renewal Follow up and collect accounts receivables based on weekly accounts receivables report Answer client inquiries on the book of business and provide support to Client Managers on their book of business Market and communicate client accounts to Insurers Handle claims inquiries from clients Attend client and Insurer meetings/events as necessary Issue certificates of insurance within 24 hours for assigned Client Managers and send to appropriate insurer Generate/issue liability slips for renewals, endorsements and new business Process documents: renewals, endorsements, and new business Invoice and execute on premium finance contracts and premium allocations Run MVRs/driver abstracts, CVOR, etc. Generate applications/forms (e.g. SOV, Profits Worksheets etc.) with abeyance for follow up Maintain and update premium comparisons, summaries, executive summaries (if applicable) Perform Auto Quotes on Compu-Quote when required Manage effectively the abeyance system Creating policy binders to send out to clients Other duties as assigned REQUIREMENTS: Minimum 1 to 2 years of commercial insurance experience required Bilingual - English/French A.M.F license required C.I.P. or C.A.I.B. designation(s) preferred Strong attention to detail, time management and analytical skills Ability to be a self-starter with strong written and oral communication skills as well as organizational skills Advanced skills in Outlook, Excel, Word and EPIC We are committed to supporting diversity, equity, and inclusion by respecting and recognizing our differences and similarities as people. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply. We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs. APERÇU DU POSTE Jones DesLauriers recrute pour un poste de Associé de Comptes Commerciaux expérimenté, qui sera un expert-conseil chevronné dans le secteurs de l’assurance commerciale. Le candidat retenu sera chargé de gérer un livre d’affaires, de server les clients de manière courtoise et professionnelle et d’aider les producteurs à obtenir, maintenir et développer le livre d’affaires. RESPONSABILITÉS: Gérer un volume d'affaires pouvant atteindre environ 500 000 $ en primes Responsable de la rétention de 95 % sur le renouvellement du livre d'affaires Gérer la liste de renouvellement des comptes 120 jours avant le renouvellement de la police Suivre et recouvrer les comptes recevables sur la base du rapport hebdomadaire des comptes clients Répondre aux demandes des clients sur le livre d'affaires et fournir un soutien aux gestionnaires de comptes sur leur livre d'affaires Mise en marché et communiquer les comptes clients aux Assureurs Traiter les demandes de réclamations des clients Assister aux réunions/événements des clients et des assureurs au besoin Émettre des certificats d'assurance dans les 24 heures pour les gestionnaires de compte assignés et les envoyer à l'assureur approprié Générer/émettre des certificats de responsabilité automobile pour les renouvellements, les avenants et les nouvelles affaires Traiter les documents : renouvellements, avenants et nouvelles affaires Facturer et exécuter les contrats de financement de primes et les allocations de primes Exécuter des MVR/résumés de conducteur, PEVL, etc. Générer des applications/formulaires (par exemple, SOV, feuilles de calcul des bénéfices, etc.) en suspens pour le suivi Maintenir et mettre à jour les comparaisons de primes, les résumés, les résumés exécutifs (le cas échéant) Gérer efficacement le système des activités (suivis) Créer des notes de couverture à envoyer aux clients •Autres tâches assignées Excigences: Expérience commerciale en assurance d'au moins 1 à 2 ans requise Bilingue - Anglais/Français Licence de l'A.M.F. requise Désignation(s) C.I.P. ou C.A.I.B. préférée(s) Excellente attention aux détails, gestion du temps et compétences analytiques Capacité à être autonome avec de solides compétences en communication écrite et orale, ainsi qu'en organisation Compétences avancées en Outlook, Excel, Word et EPIC Jones DesLauriers s'engage activement à soutenir la diversité, l'équité et l'inclusion. Nous servons, reconnaissons et respectons les différences et les similitudes humaines. Nous valorisons la diversité des personnes et encourageons activement les femmes, les peuples autochtones, les membres des minorités visibles, les personnes handicapées et les personnes lesbiennes, gays, bisexuelles, transgenres et queer (LGBTQ2+) à postuler. Nous nous engageons à fournir des aménagements sur demande aux candidats et aux employés handicapés. Si vous avez besoin d'un logement, nous travaillerons avec vous pour répondre à vos besoins.

The Client Associate is responsible for managing a commercial insurance book of business up to $500,000 in premium with a focus on 95% account retention. Key duties include processing renewals, endorsements, and new business, as well as handling client inquiries and claims.

Candidates must have 1 to 2 years of commercial insurance experience, be bilingual in English and French, and hold an A.M.F license. C.I.P. or C.A.I.B. designations and proficiency in EPIC and Microsoft Office are preferred.

• Hybrid remote work flexibility • Competitive compensation package • Full benefits package • RRSP matching program • Professional development courses & designations • 100% tuition reimbursement for business relevant courses and training • Half volunteer day

• Time managementPreferred
• Customer servicePreferred
• Microsoft ExcelPreferred
• Microsoft WordPreferred
• Microsoft OutlookPreferred

Identified from the job description. Confirm important requirements above.

• Commercial Insurance
• Customer Service
• Account Retention
• Bilingual English/French
• Negotiation
• Claims Processing
• Time Management
• Analytical Skills
• Outlook
• Excel
• Word
• EPIC
• Written Communication
• Oral Communication
• Organizational Skills

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

Minimum education

Professional degree

Minimum experience

0+ years

Apply by

Sep 23, 2026

Posting language

English

Working hours

40 hours per week

Seniority

Associate

Application method

Direct apply is available