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Commercial Lines Customer Service Associate

Canada, Markham 70000.00 - 80000.00 USD / Year · Job Posted February 20, 2026
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Job Description

The Commercial Lines Customer Service Associate is responsible for retaining and servicing an assigned book of business through effective account management and strong client relationships. This role supports the daily servicing of commercial accounts, including processing policies, endorsements, and renewals, issuing certificates of insurance, and responding to client inquiries. The Associate collaborates with team members, vendors, and carriers to deliver exceptional service, identify coverage gaps, and support new business and account growth opportunities.

Job Responsibility

  • Retaining and servicing an assigned book of business through effective account management and strong client relationships
  • Supporting the daily servicing of commercial accounts, including processing policies, endorsements, and renewals, issuing certificates of insurance, and responding to client inquiries
  • Collaborating with team members, vendors, and carriers to deliver exceptional service, identify coverage gaps, and support new business and account growth opportunities
  • Day-to-day account management of an assigned book of business
  • Building courteous and successful relationships with clients, vendors and carriers to improve client retention
  • Identifying gaps in coverage and consult leadership or client advisor of options to advise the client
  • Assisting in the renewal process for all assigned and prospective clients
  • Assisting in the review of internal compliance and client disclosure requirements, policies, endorsements and certificates
  • Assisting in growing the assigned book of business through account rounding and referrals
  • Supporting marketing and sales teams as needed
  • Documenting renewal, sales, and insurance operations compliance documents into the sales management database
  • Attending internal and client meetings, as needed
  • Following brokerage guidelines, policies and procedures

Requirements

  • RIBO license required (in good standing)
  • Knowledge of insurance coverages, contracts, and state regulations where business is conducted
  • Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point
  • Proficient knowledge use of office equipment
  • 5+ years’ experience in the insurance industry, or a related field
  • College Degree in a business-related field. (Preferred)
  • Professional Designation specific to area of specialty (i.e., CAIB, CIP). (Preferred)

Nice to have

  • College Degree in a business-related field
  • Professional Designation specific to area of specialty (i.e., CAIB, CIP)

What we offer

Package may include base pay, commissions, and/or bonuses

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