Commercial Account Manager

Save
You need to sign in or
create an account to save a job.

Job Description

POSITION – COMMERCIAL CLIENT SERVICE ASSOCIATE 

Reporting immediately to Highcourt Partners Limited’s (“HPL”) Senior Vice President - Operations, the Commercial Client Service Associate’s (“CCSA”) main focus will be to provide front-line quality administrative support to our valued clients, business partners and client advisors.

PRIMARY CSA RESPONSIBILITIES INCLUDE:

  • Prepare documentation, letters and certificates of insurance for our clients, insurers and other parties. 
  • Issue new and renewal documentation such as Binders of Insurance, Certificates, Invoices, Claims Notifications and other documentation as required. 
  • Verify and send out policy documents with high attention to accuracy and detail. 
  • Work with insurers and clients methodically to collect outstanding documents and/or information. 
  • Support client advisors with the marketing of risks to insurers. 
  • Arrange premium financing quotes & contracts. 
  • Maintain Statement Of Values, COPEs and Applications. 
  • Manage routine inquiries and facilitate processing requests. 
  • Provide internal and external clients with exceptional and professional service. 
  • Perform other duties as required.

 

MINIMUM CSA REQUIREMENTS:

  • R.I.B.O Licence 
  • 4 years experience in commercial lines insurance brokerage and/or property & casualty underwriting. 
  • Advanced working knowledge of MS Word, MS PowerPoint, MS Excel 
  • Proficient user of EPIC System. 
  • C.A.I.B and/or C.I.P designations preferred.
  • University or College degree preferred. 
  • Fluency in French a distinct advantage.

HPL PERSONAL APTITUDE & ATTITUDE: 

  • Willingness to work cooperatively with others in a fast paced entrepreneurial, start-up and analytical environment.
  • Proven highly trustworthy and self-motivated with an ability to assume personal accountability and work independently with minimum supervision.
  • Proven professional interpersonal and communication skills (written and verbal). 
  • Excellent organizational skills and effective time management skills.