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Provide administrative and client-facing support for commercial lines program accounts: process policies, endorsements, invoicing, certificates, renewals, and AR collection; handle coverage inquiries; generate reports; support retention and account growth; participate in training and professional development.

Lead captive feasibility, TCOR, and retention/limits studies; manage captive placements and fronting/reinsurance negotiations; perform reserve and capital adequacy analysis under IFRS 4/17; develop probabilistic risk frameworks and financial projections; produce board-ready reports; mentor junior analysts and coordinate with broking, underwriting, claims, and specialty teams; support business development.

Support the Surety practice by preparing and processing surety bond documentation, answering client queries, uploading documents and setting up electronic client files in Epic, maintaining abeyance tracking, and assisting Account Managers with client service and administrative duties.

Support commercial P&C accounts by managing client files, preparing renewals and certificates, handling policy proofing, invoicing and receivables, forwarding submissions to underwriters, assisting market negotiations, and maintaining broker management systems and reporting to the VP of Complex Risks.

Support insurance compliance functions by monitoring advisor suitability, conducting audits, preparing trending and monitoring reports, escalating compliance concerns, collaborating with insurers on audits, and assisting with related projects and data analysis.

Provide administrative and client support for SME commercial insurance accounts: prepare documents and certificates, process endorsements and invoicing, assist with AR collections, support renewals with clients and carriers, and collaborate with SME account managers to retain and grow accounts.

Provide administrative and client-facing support for an SME commercial lines portfolio: handle coverage inquiries, prepare policy documents and certificates, process endorsements and invoicing, assist renewals and AR collection, generate reports, and support account managers while ensuring accuracy and strong customer service.

Generate self-sourced and company-provided leads; quote and sell tailored home and auto insurance; underwrite new policies; deliver exceptional client service and build long-term relationships.

The Commercial Lines Account Associate manages surety bond transactions, communicates with clients and insurers, maintains documentation, and supports Account Managers in client service tasks.

Manage commercial accounts, ensuring compliance, handling inquiries, coordinating with underwriters, and performing administrative support in insurance operations.