Job description
RDA Inc. is currently seeking an experienced, energetic, progressive minded individual for an Intermediate Level. This individual would have previous Commercial Insurance experience, worked at a Insurance Brokerage and hold a valid RIBO license.
Commercial Lines Account Manager/ CSR.
- Customer Service - Working with Clients and Sales Staff
- Processing Insurance Transactions for clients
- Manage policy renewals, endorsements and customer service on accounts per company defined service levels
- Prepare premium analysis and coverage comparison for renewal quotes and participate in marketing renewal accounts as required
- Communicate and manage renewal quotations and coverage changes with Insurer
- Handle account receivable discrepancies
- Review policy wordings & documents to ensure accuracy and quality control
- Follow up on endorsements, renewals, new business, and claims
- Issuance of Certificates of Insurance/or review prior to Technical Assistants issuance.
- Input all information in TAM System accurately and efficiently per company workflow policies
Personal Characteristics:
- 5 years + Commercial Insurance previous experience
- MUST have RIBO designation
- Previous TAM (Applied System or EPIC) knowledge
- Professional, friendly and courteous in all interactions, whether with co-workers or customers
- Team player adaptable to a changing environment
- Perform well in a busy operation, remain calm under pressure
- Good organization skills, ability to prioritize
- Strong written and verbal communication skills
- Detail oriented
Benefits:
- Health and Dental
- RRSP Matching
- Life and LTD
This role will be hybrid. Office location is Woodbridge.
Job Type: Full-time
Benefits:
- Disability insurance
- Extended health care
- Life insurance
- Paid time off
- RRSP match
Schedule:
- 8 hour shift
- Monday to Friday
Ability to commute/relocate:
- Vaughan, ON: reliably commute or plan to relocate before starting work (preferred)
Licence/Certification:
- RIBO License (required)
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