Commercial Lines Account Manager

Client Service Representative In Office (Barrie ON)

We offer more than a job we offer a career!

Join a forward-thinking insurance brokerage that believes in empowering its employees through continuous learning collaboration and a culture of growth. Were proud to support our team with ongoing education training opportunities and a commitment to professional and personal development.

Our success is built on values of integrity respect innovation and community involvement and were looking for passionate professionals who share our vision.

We offer a competitive compensation package comprehensive benefits from day one and a workplace culture that values balance and well-being.

Why Youll Love Working Here

• Competitive salary and performance-based incentives

• Comprehensive medical and dental coverage starting Day 1

• Telemedicine EFAP and retirement savings programs

• Wellness allowance and year-round social events

• A team culture rooted in collaboration recognition and respect

• Opportunities for career growth and advancement within a dynamic organization

About the Role

We are seeking a Client Service Representative to join our Barrie office. In this role you will be responsible for maintaining and servicing a profitable book of commercial business ensuring our clients receive exceptional service and support.

If youre a client-focused insurance professional with a growth mindset and a passion for teamwork this is the place for you.

What Youll Do

• Manage and service an assigned book of commercial business in accordance with company standards and goals

• Prepare proposals for renewals and new business opportunities

• Respond promptly to client and underwriter inquiries by phone and email

• Collaborate with Client Executives and Service Managers on negotiations with insurers for renewals changes and new business

• Review and verify policy documents endorsements and wording for accuracy and completeness

• Create and manage abeyances and follow-ups for outstanding items

• Market renewals and new business as needed

• Prepare invoices monitor receivables and assist with monthly reporting (e.g. Bordeaux)

• Identify opportunities to enhance workflows and improve efficiency

• Support special projects and other administrative duties as assigned

What You Bring

• Minimum 3 years of Commercial Insurance experience

• RIBO License required; professional designations (e.g. CAIB CIP CRM) are an asset

• Strong understanding of commercial insurance markets and policy wordings

• Experience in Construction Insurance is a strong asset

• Excellent verbal and written communication skills

• Ability to work independently while collaborating effectively within a team

• Strong proficiency with Microsoft Office; experience with EPIC is an asset

• Exceptional attention to detail organizational and time management skills

• A proactive customer-focused attitude with a commitment to excellence

Join Our Team

If youre looking to grow your insurance career in a supportive professional and engaging environment wed love to hear from you.

Apply today and become part of a company that inspires growth rewards integrity and values every individual contribution.