Senior Account Executive managing client relationships in employee benefits for CBIZ Inc. Build strategic client relationships and coordinate service activities in a hybrid work environment.
MF
Hybrid Account Associate, Commercial Insurance
Posted 2 days ago
About the role
- 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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