Join our inclusive environment as a Commercial Insurance Associate. Collaborate with Account Executives to enhance client relations and streamline insurance processes effectively.
As a key member of our team, you will interact with Account Executives to assist with policy renewals and changes. Prepare comprehensive presentations for new client quotes and ensure invoicing is handled promptly. This role requires expertise in commercial insurance and a Level 1 license, ideally coupled with CAIB 1 and 2 certifications.
Key Responsibilities:
• Collaborate on policy renewal and change requests
• Manage and track expiry lists effectively
• Prepare and present information for new quotes
• Ensure timely invoicing and follow-ups
• Attend client meetings as needed for business development
Requirements:
• Level 1 license required, CAIB 1 & 2 strongly preferred
• Minimum 1 year experience in commercial insurance
• Proficient with Microsoft Office and insurance softw...