Job Description

Our client is a rapidly growing company and one the largest Brokerages in Canada. They are looking for a Commercial Account Associate to come join their team. 

Shift: Hybrid, Monday- Friday (2 days in office)
Location: Vaughan, ON

Summary of Role: 

The successful candidate will be working with a team of Account Managers to service and market an active, growing book of business. The position will allow you to gain exposure in commercial risks for small to medium size accounts in the Construction, Realty and Manufacturing segments. 

Responsibilities:

• Prepare and issue Certificates of Insurance
• Work efficiently with Microsoft Excel and Word, as well as TAM (Broker Management System) to perform the following tasks:
• Create and update Summaries of Insurance for new policies and policy renewal
• Prepare proposals and Binders of Insurance
• Create and periodically update price comparisons
• Prepare renewal and claim reviews, review inspection reports and follow up for outstanding recommendations.
• Request, check and invoice policy endorsements, renewal documents and policy cancellations.
• Manage own abeyances and follow up with insurance underwriters and clients for outstanding information
• Review insurance requirements in rental leases and contracts and issue requested Certificates of Insurance
• Collaborate and negotiate with Insurance Underwriters and obtain information and answer questions from Masters’ Clients
• Successfully collaborate with Account Managers, assisting them with their book of business
• Set up premium financing for clients who want to finance their insurance premiums
• Perform other related duties and projects, as required

Qualifications:

• Required:
  RIBO Licence
  Minimum of two (2) years work experience in a commercial lines department at an Insurance
  Brokerage and/or Insurance company in a similar role and/or with similar duties and
  responsibilities
• Working knowledge of commercial lines products
• Proficient in Microsoft (MS) Office Programs, including Outlook, Word and Excel
  An Asset:
  CIP and/or CAIB designation
• Familiarity with The Agency Manager (TAM) and Compu-quote
• Working knowledge and/or understanding of construction insurance
• Previous business experience in operating own business or running a business for others
• Knowledge of construction, retail or manufacturing industries

At Leap we are an Equal Opportunity and Affirmative Action Employer. That means all applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. Leap will not tolerate any discrimination or harassment based on any of these characteristics. Leap encourages applicants of all ages.