Job Description

Account Assistant / Processing – Commercial Lines Insurance


The RiskTech Commercial Lines Team is searching for a skilled, enthusiastic, and motivated Account Assistant / Processing who is ready to expand their technology-based career and work closely with a team of experienced Commercial Lines brokers to help grow our business.

The Account Assistant handles multifaceted clerical and administrative tasks and is constantly helping to coordinate a high-volume workload within a deadline-driven environment.


Position Overview:

As a key member of our Team, you will:

  • Process daily downloaded transactions which includes billing functions and document management
  • Monitor and report on key data relating to net growth, including cancellations, renewal lists, unbilled reports, and new business lists
  • Manage the processing email inbox
  • Prepare/Roll over schedules 120 days in advance and prepare for pre-renewal
  • Demonstrate high levels of accuracy and integrity
  • Participate in training and professional development courses to enhance skills and industry knowledge as well as related insurance products
  • Participate in special projects that arise within our Team
  • Directly impact the future success and growth of our Team through your contributions to net growth, new business initiatives, process improvements, and collaborative problem solving



As a skilled Administrative professional, you bring a lot to the table:

  • Effective Team player with a strong work ethic and is a self-starter
  • Strong administrative support skills and close attention to detail
  • A minimum of two years experience within the insurance industry, ideally in Commercial Lines
  • Insurance designation REQUIRED: Level 1 license or higher
  • Familiar with SIG XP (an important asset), MS Outlook, Word, Excel, and Google Mail
  • Strong time management and problem-solving skills
  • Well organized and able to prioritize and work effectively under time pressure
  • Well developed keyboarding skills are a must
  • Good verbal and written communication skills


Please forward resumes via email to: Robyn Lisowski 

Job Posting Details

Job Type


Market Segment

Commercial Insurance
Property Casualty Insurance

Company Type

Insurance Brokerage

Education Required

Agents License
Insurance License
Insurance License Level 1
Insurance License Level II
Insurance License Level II

Minimum Experience Required

1 to 2 Years