Horan Securities, Inc.
Commercial Lines Account Associate, Complex Risks
Job Description
About The Role
We’re looking for a strong Commercial Account Associate, Complex Risks, to support our Property & Casualty (P&C) Commercial Lines Insurance accounts in Toronto. This role involves working closely with the Vice President, Complex Risks Unit, and requires someone who is responsive, has strong time management skills, and has good knowledge of property and casualty. This is an ideal role for someone with strong technical and systems experience.
What You’ll Do
File and Data Management
- Set up and maintain both digital and physical client files.
- Ensure compliance with HUB standards in file management, including preparing files for storage.
Client Communication and Support
- Communicate effectively with clients, responding promptly to inquiries and requests.
- Prepare client renewal packages, including certificates and summaries.
- Participate in client meetings, ensuring thorough...