Inside Sales Consultant handling inbound calls for small business insurance quotes. Focused on Business Owner's Policy, Workers Compensation, and commercial coverage in a supportive sales environment.
MF
Hybrid Account Associate, Commercial Insurance
Posted 4 hours ago
About the role
- Account Associate working alongside Account Executives in Commercial Insurance at Masters Insurance, Canada. Delivering tailored service and managing administrative tasks in a dynamic environment.
Responsibilities
- Work efficiently with Microsoft Excel and Word, as well as Epic (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
- Manage the administrative lifecycle of specialized insurance programs, including builder’s risk, wrap-up, and environmental liability policies.
- Execute commercial renewal strategies by maintaining critical timelines and facilitating departmental coordination meetings.
- Engineer and optimize proprietary risk-assessment tools to evaluate client profiles and determine data-driven rating
- Review insurance requirements in rental leases and contracts and provide guidance to clients on coverage needs and create certificates of insurance
- Collaborate and negotiate with Insurance Underwriters, obtain information, and answer questions client's questions
- Successfully collaborate with Account Executives, assisting them with their book of business
- Set up premium financing for clients who want to finance their insurance premiums
- Assist in personal lines insurance policies, as required
- Perform other related duties and projects, as required
Requirements
- RIBO License to be obtained within 6 months of continuous employment
- Proficient in Microsoft (MS) Office Programs, including Outlook, Word and Excel
- CIP and/or CAIB designation (An Asset)
- Familiarity with The Agency Manager (TAM) and Compu-quote
- Minimum of 1 year of similar experience in a Commercial Insurance department at an Insurance Brokerage and/or Insurance company in a similar role and/or with similar duties and responsibilities
- Working knowledge of Commercial Insurance products
- Working knowledge and/or understanding of Construction Insurance
- Effective verbal and written communication skills
- Excellent organizational, critical thinking and time management skills
- Self-motivation with ability to problem-solve with limited supervision
- Flexibility to work in a fast-paced and dynamic environment with changing priorities
- Ability to work independently and in a team environment
- Accurate data entry skills with extra attention to detail and overall accuracy
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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Consultative sales consultant specializing in small business insurance solutions. Taking inbound calls, providing coverage consultation, and working closely with underwriting teams.
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