Junior Commercial Lines Account Manager

My Insurance Broker•Vaughan, ON

12d•CA$55,000 - CA$65,000•Onsite

About The Position

My Insurance Broker Corp. is looking to add a dynamic, energetic, and team-oriented Junior Commercial Lines Account Manager. In this role, you will service a portfolio of commercial accounts by managing renewals, handling daily client requests, and remarketing policies when needed. If you love building long-lasting relationships with clients, brokers, and carriers, we want to hear from you!

Requirements

College Diploma, University Degree, or equivalent professional industry experience.
RIBO License in good standing.
1 - 3 years of hands-on experience within a general insurance brokerage, specifically focused on servicing commercial lines accounts.
Solid understanding of insurance carrier portals and standard commercial underwriting workflows.
Experience working with a Broker Management System (EPIC preferred).
Proficient in MS Office, specifically Excel, Word, and Outlook.

Nice To Haves

CIP or CAIB Certification or working towards its completion is considered an asset

Responsibilities

Manage inbound requests from the commercial service queue, processing policy changes across Commercial Property, Liability, Auto, and Specialty Lines for the existing house book of business.
Review, underwrite, and process endorsement requests from brokers and house clients within established service standards.
Issue Certificates of Insurance (COIs) for house clients and brokers.
Complete transactions within EPIC, issue invoices for agency-billed policies, and actively manage related accounts receivable.
Act as a trusted resource for brokers and clients. Maintain an accessible presence by promptly returning missed calls, ensuring adherence to call-recording protocols.
Process policy cancellations, offering guidance on next steps while proactively attempting to retain the business where possible.
Build and maintain strong working relationships with clients, brokers, insurance carriers, and internal team members.
Communicate effectively with insurance carriers regarding risk submissions, endorsements, and specific policy inquiries.
Partner with internal teams to ensure seamless processing, meticulous documentation, and timely follow-ups.
Work closely with the new business, renewal, and Hamilton teams to identify re-marketing and cross-selling opportunities.
Address and resolve carrier, client, or broker concerns in a timely manner.
Ensure all transactions comply with carrier underwriting guidelines, regulatory requirements, and internal policies.
Maintain data accuracy within EPIC, ensuring all applications, files, and client histories are thoroughly documented with detailed notes.
Proactively identify potential exposure, coverage gaps, or E&O concerns, escalating issues as required.
Participate in team meetings, ongoing training sessions, and internal process improvement initiatives.
Support brokerage goals tied to client retention, growth, and service excellence.
Perform other related duties as required.