Commercial Lines Account Manager/ CSR

📍 Location: 290 Rowntree Dairy Road., Woodbridge, ON

RDA Inc. is currently seeking an experienced, energetic, progressive-minded individual to service our commercial insurance clients.

What you'll do

Customer Service - Working with Clients and Sales Staff
Processing Insurance Transactions for clients
Manage policy renewals, endorsements and customer service on accounts per company defined service levels
Prepare premium analysis and coverage comparison for renewal quotes and participate in marketing renewal accounts as required
Communicate and manage renewal quotations and coverage changes with Insurer
Handle account receivable discrepancies
Review policy wordings & documents to ensure accuracy and quality control
Follow up on endorsements, renewals, new business, and claims
Issuance of Certificates of Insurance/or review prior to Technical Assistants issuance.
Input all information in TAM System accurately and efficiently per company workflow policies

What You Bring

Active RIBO license
3–5+ years of commercial insurance experience
Excellent communication skills, both verbal and written
Strong proficiency in TAM, Compu-Quote , and insurance company portals
A high level of attention to detail, time management, and organization
University Degree or College Diploma preferred
CIP or CAIB designation (or working toward it) is an asset

What’s in It for You

A dynamic and supportive work environment
Opportunity to grow within a reputable and expanding brokerage
Ongoing support for continuing education and professional development
Competitive salary and benefits
On-site, team-first culture that values initiative and collaboration

Let’s Connect

We believe our people make the difference. If you're passionate about client service and ready to take the next step in your career, we’d love to hear from you.

RDA Insurance

Open Positions

Commercial Account Manager