Commercial Account Manager / CSR

Region: Peel Region, Toronto Region, York Region

Work Preference: Hybrid, Office, Remote

  • ID: p-206355
  • Description: My candidate is supporting the full servicing of commercial accounts in a fast-paced brokerage environment with supervision. Skilled in handling day-to-day account servicing, including billing, invoicing, payments, document requests, policy updates, and general client and market communication.
  • Goal: Seeking a TSR/CSR opportunity with a reputable brokerage that offers mentorship, collaboration, and long-term growth. She is a loyal and dedicated professional who values building strong relationships—not only with clients, but within her team—creating a foundation for long-term success and growth with the organization.
  • Accomplishments: Quickly, started working with clients, due to her keen eye, active listening and support from her mentors and leads.
  • Systems: EPIC, Acturis
  • Markets: All Major Markets and MGA's
  • Years of Experience: 1.3
  • Salary: 45-50k
  • Education: RIBO
  • Languages: English
  • Location: MISSISSAUGA, TORONTO, VAUGHAN
  • Area of Expertise: CGL, GARAGE AUTO, TRANSPORTATION, MANUFACTURING, CONTRACTORS, FLEET, IRCA,
Additional Comments
Experienced in processing commercial auto endorsements, issuing certificates of insurance, preparing and organizing policy documents, assisting with binding coverage and renewals. Also supports claims coordination by assisting with documentation, follow-ups, and client communication to ensure smooth processing. Works closely with CSRs and producers across multiple accounts, providing reliable back-end support and helping manage workflow efficiently. Strong communicator with clients & her team
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