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Job Description : Job Number: WB-CSR10 As one of Ontario's Larger Insurance Brokerage Rocca Dickson Andreis Inc. is currently seeking a Commercial Account Manager /CSR to join our team. Visit our website www.rdainsurance.com to learn more about our company Handle a large diverse book of business - multi-line experience Strong Insurance knowledge Able to independently respond to customer requests and service accounts as required Account Manager deals with clients, carriers and producers Account Manager will ensure all policies are priced competitively and negotiate when required Responsible for the accurate preparation of pre-renewals, renewals and proposals in order that account representatives can assemble information for delivery to producers and customers Review all renewals and proposals prepared by Account Representatives for accuracy Instruct Account Representative to invoice renewals and provide producers with completed proposal for delivery where applicable Advise clients of their Accounts Receivable balances Complete loss report and notify insurer Ensure that all customer applications are up to date and accurate on Agency Manager including change requests Prepare policies, endorsements, binders, and certificates for processing by Account Representatives Authorize Automobile Liability Slips so that Account Representatives can forward to customers Complete premium financing contracts as required Keep up to date on rate, form, and coverage changes through bulletins and circulars Participate in seminars and classes for skill and knowledge development Perform other duties as assigned REQUIRED QUALIFICATIONS: RIBO license and CAIB or CIP designations required Minimum of 6 years commercial insurance experience Excellent computer skills: Agency Manager fluency preferred Forward resumes via email- humanresources@rdainsurance.com No Phone calls please. No Agencies Please |
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