Job Description

This position involves working with and assisting a dynamic team of Account Executives in servicing a very active commercial insurance book of business.  The book of business consists mainly of Construction, Land Development, Home Building, Realty and Manufacturing small business accounts.  The successful candidate must be highly motivated and have the ability to work in a fast-paced environment.  They will become part of a team whose core objective is to service Masters’ commercial clients’ needs and exceed their expectations.

Essential Job Functions

  • Prepare and issue Certificates of Insurance including Liability, Automobile Leasing, Owned Contractor’s Equipment, Mortgagee and Tenant Certificates
  • Work efficiently with TAM and Excel in order to perform the following tasks:
  • Assist in updating Summaries of Insurance for renewal, issuing proposals and Binders of Insurance
  • Produce and update price comparisons
  • Create renewal reviews including Outstanding Recommendations, Claims Review, and Additional Coverage(s)
  • Request, check and invoice Policy Endorsements and renewal documents
  • Handle own abeyances and assist with Account Executive’s abeyances
  • Review prequalification documents and issue appropriate pre-qualification letters
  • Review leases in order to issue appropriate Tenant Certificate
  • Review and analyze Certificates received by our landlord and contractor clients ensuring that they meet contract/lease requirements
  • Perform other related duties and projects, as required



  • 3 to 5 years of experience in similar role
  • RIBO Licence

An Asset:

  • CIP and/or CAIB designation
  • Familiarity with The Agency Manager (TAM) 
  • Working knowledge of commercial line products, particularly in construction insurance

Skill Sets Required

  • Technically proficient in Microsoft Office programs:  Outlook, Word, Excel and PowerPoint
  • Accurate data entry skills
  • Effective verbal and written communication skills
  • Excellent organizational and time management abilities
  • Self-motivation with ability to problem-solve with limited supervision
  • Flexibility to work in a fast-paced and dynamic environment with changing priorities
  • Ability to work independently and as a team member

Personal Attributes

  • Maintain strict confidentiality
  • Demonstrate a strong work ethic
  • Be honest and trustworthy
  • Be respectful of clients, co-workers and Management


Job Posting Details

Job Type


Market Segment


Company Type

Recruiting Consultants

Education Required


Expertise Area

Broker: Broker-Commercial

Minimum Experience Required

3 to 4 Years