POSITION OVERVIEW

Jones DesLauriers is hiring for an experienced commercial insurance broker who is committed to delivering great customer service with a focus on retention of accounts on an assigned book of business.

The Client

Associate will play a central role in renewing existing accounts by serving JDIMI clients in assessing and fulfilling their insurance needs to the highest standards of satisfaction.

The Client

Associate is accountable for determining customer needs, negotiating coverages and terms, responding to complaints and inquiries, and processing of transactions. This role will provide for additional responsibilities to the successful candidate who previously held a Client Coordinator level broker position and is looking for more challenges and authority over the book of business assigned. RESPONSIBILITIES:

Handle a book of business of up to approximately $500,000 in premium

Responsible for retention of 95% on renewal book of business

Manage renewal list of accounts at 120 days in advance of policy renewal

Follow up and collect accounts receivables based on weekly accounts receivables report

Answer client inquiries on the book of business and provide support to Client Managers on their book of business

Market and communicate client accounts to Insurers

Handle claims inquiries from clients

Attend client and Insurer meetings/events as necessary





Issue certificates of insurance within 24 hours for assigned Client Managers and send to appropriate insurer

Generate/issue liability slips for renewals, endorsements and new business

Process documents: renewals, endorsements, and new business

Invoice and execute on premium finance contracts and premium allocations

Run MVRs/driver abstracts, CVOR, etc.

Generate applications/forms (e.g. SOV, Profits Worksheets etc.) with abeyance for follow up

Maintain and update premium comparisons, summaries, executive summaries (if applicable)

Perform Auto Quotes on Compu-Quote when required

Manage effectively the abeyance system

Creating policy binders to send out to clients

Other duties as assigned REQUIREMENTS:

Minimum 1 to 2 years of commercial insurance experience required

R.I.B.O license required

Working towards C.I.P. or C.A.I.B. designation(s)

Strong attention to detail, time management and analytical skills

Ability to be a self starter with strong written and oral communication skills as well as organizational skills

Advanced skills in Outlook, Excel, Word and EPIC WHAT WE OFFER : Health and Dental Benefits

RRSP Match Program

Bonus

Hybrid Work Environment

Paid Vacation Time

Sick Days

Additional PTO available *This is a net recent role.

*Navacord DOES NOT utilize artificial intelligence in the screening, assessment, or selection of applicants for this position.

📌 Client Associate, Commercial Lines (Mississauga)
🏢 Jones DesLauriers
📍 Mississauga