Commercial Lines Account Manager

Overview

We are seeking a proactive, client-focused Account Manager to join a team specializing in the Transportation sector. The role supports growth by ensuring clients receive top-tier service in a fast-paced insurance environment.

Location:

Hamilton (Hybrid, 3 days in the office after training).

• Manage the day-to-day servicing of your client portfolio
• Prepare Certificates of Insurance and policy documents, including renewals, endorsements, and cancellations
• Process MVRs, driver abstracts, CVOR checks, and related documentation
• Assist in preparing binders, form letters, and other client communications
• Handle invoices and maintain accurate client records
• Review clients’ coverage, exposures, and loss experience to identify risk management needs
• Support Customer Service Brokers or Producers with inquiries or urgent requests
• Maintain strong knowledge of client needs and ensure excellent communication with clients, carriers, and colleagues
• Promptly address questions or concerns regarding policies, coverage, and premiums

• Minimum 1-year experience in Commercial Lines, either with a brokerage or insurance company preferred
• Active RIBO license
• Post-secondary education in a relevant field (college or university)
• Excellent interpersonal, communication, and listening skills
• Detail-oriented, organized, and results-driven
• Self-motivated, proactive, and a collaborative team player
• Proficiency in Microsoft Word and Excel

• Associate

• Full-time

• Customer Service

• Insurance