Commercial CSR/ AM

Region: Durham Region, Peel Region, Toronto Region, York Region

Work Preference: Hybrid, Office

  • ID: p-201537
  • Description: A detail-oriented commercial insurance professional with experience servicing in a fast-paced brokerage environment. She takes a thoughtful, hands-on approach to reviewing commercial policies, ensuring coverage is accurate and properly structured, and takes the time to speak with and guide her clients through their coverage to ensure they have a solid understanding. Experienced commercial insurance professional focused on day-to-day account servicing, retention, and policy support.
  • Goal: Would love to work at brokerage that is growth focused, where she can service a book, building relationships with her clients, rather than a busy queue. She loves the client relationships
  • Accomplishments: for being organized, responsive, and dependable, she helps keep accounts running smoothly while supporting both client satisfaction and internal team success.
  • Systems: Salesforce and Proprietary Software. Very tech Savvy
  • Markets: All Major Markets and MGA's
  • Years of Experience: 2.5 Years
  • Salary: 60-65k
  • Education: RIBO. Licensed across all provinces
  • Languages: English
  • Location: Markham, Richmond Hill, Durham, Mississauga, North York
  • Area of Expertise: CONSTRUCTION, PROFESSIONAL CLIENTS, HOSPITALITY, MED MAL, ACCOUNTING, SME, CONTRACTORS, RETAIL, SME BUSINESS, E&O, D&O, LOTS OF COMMERCIAL REALTY AND PROPERTY, BUILDERS RISK, SLIPS OF INS,
Additional Comments
SME-focused individual, working on day-to-day account servicing, retention, and policy support within a fast-paced brokerage environment. She manages key servicing functions, including cancellations, billing, invoicing, payments, document follow-ups, and policy reinstatements. She works closely with producers to support additional coverage needs, ensuring clients are properly protected. Maintains frequent communication with underwriters to coordinate policy updates & resolve account issues.
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