Reports to : Manager
- Education, Training & Mentorship Job Summary: As an Associate Account Manager in Commercial Lines, your primary responsibility is to assist the Business Development Manager using your robust time management and organizational skills. ______________________________________________________________

Key Responsibilities
Check accuracy of policies and endorsements Process new, renewal, cancellation, and endorsement requests New/Renewal proposal preparation Issue invoices per company standards Review and prioritize assigned tasks daily as required Maintain accuracy of electronic files (Epic, Policy Works) Follow agency procedures and insurer regulations Other specific duties as assigned ____________________________________________________________ Required Skills &

Qualifications:
Level I General Insurance License (REQUIRED) Proficiency in Excel, Outlook, and a Broker Management System (such as Applied EPIC, Policy Works, Indio) Minimum one year of experience in the insurance industry is an asset ______________________________________________________________ RSP matching Vacation Birthday off Community Service Day Remote work option/Work from Home

📌 Associate Wholesale Account Manager (Northside)
🏢 Cal LeGrow Insurance & Financial Group
📍 Northside