Commercial Associate Account Manager
David Aplin Group View all jobs
- British Columbia
- Permanent
- Full-time
- Assist 1-2 experienced account managers by supporting their client portfolios on complex commercial risks.
- Prepare, review, and process policy documents, endorsements, certificates, binders, and invoices with precision.
- Maintain accurate and detailed client files within the brokerage management system.
- Monitor renewal schedules, gather information for renewals, quotes, and marketing, and coordinate with underwriters for policy changes.
- Respond promptly to client inquiries regarding documentation, billing, and account details.
- Support communication between clients, account managers, and underwriters to resolve discrepancies and obtain quotes.
- Ensure compliance with industry regulations, company procedures, and internal standards.
- Assist with preparing reports, summaries, and client presentations to aid in effective service delivery.
- Contribute to ongoing process improvements to enhance efficiency and client satisfaction.
- Competitive compensation package with room for experience-based increases
- RRSP contribution to support your financial future
- Extended health benefits, including wellness perks like gym reimbursements
- Flexible paid time off starting with 3 weeks
- Wellness days
- Opportunity to work within a vibrant, fast-growing brokerage serving diverse markets including Lloyd's and domestic clients in Western Canada
- Supportive team environment with ongoing training and development opportunities
- Minimum of 5 years commercial lines insurance experience
- Strong technical knowledge of complex risks and commercial P&C coverage
- Level 2 insurance license is essential
- Proficiency in Epic and Microsoft Office suite
- Excellent time management, prioritization, and self-starting capabilities
- Effective communicator with a professional demeanor and great attention to detail
- Willingness to uphold compliance standards and support continuous process improvements
- Previous experience with Lloyd's and markets across Western Canada is a plus