Commercial Account TSR

Region: Durham Region, Toronto Region, York Region

Work Preference: Hybrid, Office, Remote

  • ID: p-207741
  • Description: CL Technical expertise in back-end policy servicing, renewals, and account administration. Experienced in issuing certificates of insurance, preparing master drafts, managing invoicing and payments, and resolving accounting discrepancies with accuracy and efficiency. Strong ability to maintain and update BMS, ensuring all client file changes are accurately reflected and up to date. Supports commercial accounts up to $3M individually while assisting Account Executives on their 10M books.
  • Goal: Work at a growth focused brokerage, providing essential backend support across a busy and complex portfolios
  • Accomplishments: Was tasked with additional large books to assist with, due to his diligence, and ability to complete tasks quickly and meticulously
  • Systems: Proprietary Software, is doing EPIC training online
  • Markets: All Major Markets and MGA's
  • Years of Experience: 4.5 Years as CL Client Coordinator ( TSR)
  • Salary: 68-70K
  • Education: RIBO
  • Languages: English and Tamil
  • Location: Concord, Brampton, Mississauga,
  • Area of Expertise: E&O, D&O, CONSTRUCTION, P&C, PROFESSIONAL LIABILITY, WRAP UPS, BUILDER RISK, CGL, POLLUTION, EQUIPMENT BREAKDOWN, BOILERS, MANUFACTURING
Additional Comments
Experienced in binder review and reconciliation, ensuring accuracy between binders and policy documentation. Supports the renewals process by preparing strategy documents, assisting Account Managers and Producers, and coordinating key servicing tasks. Skilled in preparing billing cards, submitting invoicing sheets, and communicating with clients regarding inquiries, payments, and follow-ups on outstanding balances. Highly proficient in insurer portals with strong knowledge of markets and MGAs.
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