Commercial Insurance Account Service Representative
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Commercial Insurance CSR Realty
Location: Hamilton Office
Full-Time In Office to Start
Start Date: October 1 2025
BMS EPIC
About the Role:
We are seeking a Commercial Insurance CSR with a strong background in commercial insurance to join a growing team specializing in the REALTY sector. This role is all about exceptional service to the commercial clients with a focus on policy lifecycle management client advocacy and strong relationship building.
Youll act as a key liaison between clients insurance carriers and internal teams delivering top-tier customer service and technical support throughout the policy lifecycle. With strong attention to detail commercial lines expertise and proactive client management you will drive client satisfaction and retention. HAPPY CUSTOMERS LEAVE GREAT REVIEWS!
Key Responsibilities:
Client Servicing & Relationship Management
Build strong sustainable relationships with clients and insurance underwriters through
clear interactive communication.
Conduct pre-renewal reviews and assess coverage changes with clients.
Negotiate and present renewal terms and coverage options.
Conduct in-person or virtual client visits as needed.
Policy Administration & Coverage Management
Issue binders proof of insurance and certificates of insurance.
Ensure certificates are issued efficiently and accurately in compliance with agreements.
Review and process renewals billing and premium collection.
Contract & Risk Review
Review leases vendor agreements indemnity clauses and insurance requirements for
compliance.
Collaborate with insurers to ensure contractual compliance and advocate on behalf of
clients.
Policy Lifecycle & Account Maintenance
Prepare property valuations update tenant lists and maintain building improvement logs.
Produce and update Statements of Values for realty clients.
Ensure timely issuance of liability slips (auto) and ensure insurer documentation is
complete.
Claims & Reporting
Report claims provide advocacy and conduct pre-claim assessments.
Follow up with insurers and ensure clients receive timely claim contact.
Maintain and update claims reports for marketing and analysis.
IF YOU LOVE VARIETY IN YOUR JOB THIS IS A SUPERB OPPORTUNITY FOR YOU!
Lets have a confidential phone call to discuss this role!
TEXT: to book a time
Or book directly in my Kristys Booking Calendar
Kristy Kufner
Always on the Hunt for You!
Sr. Insurance Recruitment Specialist
U of T Certified Recruitment and Selection Professional
JOB-BORN Executive Search Inc.
Mobile:
Mobile:
BIGTO SERVE YOU small enough to know you
Required Experience:
Unclear Seniority
Key Skills
- Business Development
- Sales Experience
- B2B Sales
- Time Management
- Customer Service
- Communication skills
- Cold Calling
- Math
- Retail Sales
- Account Management
- Outside Sales
- Relationship Management
About Company
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