Account Associate, Commercial Insurance

Masters Insurance | Financial

. Work with a supportive team of Account Executives to service and market an active, growing book of business .

Posted 10/30/2026full-timeKanata • CanadaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing commercial insurance documentation, including Certificates of Insurance and policy endorsements, while ensuring compliance with contractual requirements. Proficient in utilizing TAM software and Microsoft Office, particularly Excel, to support efficient operations in a fast-paced environment.

Highest-signal resume keywords

RIBO LicenceCommercial Lines ExperienceTAM Software ProficiencyAdvanced Excel SkillsBilingualism

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Commercial Lines Products KnowledgeInsurance Documentation ManagementCertificate IssuanceProposal PreparationClaims ReviewPolicy Endorsement VerificationInsurance Compliance ReviewClient CommunicationTime ManagementAttention to Detail

Soft Skills

Excellent Written CommunicationExcellent Verbal CommunicationOrganizational SkillsProblem-SolvingTeam Collaboration

Tools & Technologies

TAM SoftwareInsurance Company PortalsCompu-QuoteMicrosoft Office

Certifications & Qualifications

RIBO LicenceCIP DesignationCAIB Designation

Industry Keywords

Construction InsuranceRealty InsuranceManufacturing InsuranceCommercial InsuranceInsurance Brokerage

About the role

Key responsibilities & impact

Work with a supportive team of Account Executives to service and market an active, growing book of business
Gain exposure to commercial risks for small to medium-sized accounts in the Construction, Realty, and Manufacturing segments
Review insurance requirements in contracts and rental leases to ensure compliance and issue Certificates of Insurance as needed
Issue certificates, insurance summaries, proposals, Binders of Insurance, and other commercial insurance documentation accurately and on time
Communicate with clients and underwriters via phone, email, and in person to manage requests, resolve issues, and provide information
Use TAM and insurance company portals for record-keeping, updates, and processing documentation
Follow up on client requests and internal tasks to ensure timely resolution
Prepare renewal and claim reviews, inspect reports, and follow up on outstanding recommendations
Request, verify, and invoice policy endorsements, renewal documents, and cancellations
Manage abeyances and follow up with underwriters and clients for outstanding information
Collaborate with Account Executives and Insurance Underwriters to provide support and ensure smooth processes
Set up premium financing for clients opting to finance their insurance premiums
Manage multiple tasks in a dynamic, fast-paced work environment while adapting to changing priorities

Requirements

What you’ll need

Proven experience in the insurance industry or a related field
RIBO Licence
Minimum of two (2) years of experience in a commercial lines department at an insurance brokerage or company, with similar duties and responsibilities
Working knowledge of commercial lines products and construction insurance
Proficient in Microsoft Office (Outlook, Word, Excel), with advanced Excel skills
Familiarity with TAM software, insurance company portals, and Compu-quote
Excellent written and verbal communication skills, with the ability to interact professionally with clients and internal teams
Strong organizational, time management, and attention to detail in documentation and follow-up tasks
Ability to work independently, while being receptive to direction and feedback
Results-driven with a proactive, resourceful approach to problem-solving
Team player who thrives in a collaborative environment
Bilingualism is an asset
CIP and/or CAIB designation is an asset
Previous experience in operating or running a business is an asset
Knowledge of construction, retail, or manufacturing industries is an asset
Ability to manage multiple tasks simultaneously and adapt to changing needs and priorities while maintaining a high level of attention to detail

Benefits

Comp & perks

Competitive compensation package
Generous health and dental benefits program, including Healthcare Spending Account
Robust Group Retirement Savings program with company matching
Reimbursements of license fees and professional membership dues
Full support of continuing education and growth opportunities, including career mentorship with senior management
Hybrid work schedule that supports work-life balance
Year-round employee events
Opportunities to give back to communities through philanthropic programs
Membership to an exclusive employee discount program
Discounts to gym membership and select local retailers