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6 Dec 2016

Full-Time Commercial Account Assistant – RIBO

Insurance Career Network – Posted by Jan Mahood Vaughan, Ontario, Canada

Job Description

Working in Commercial Lines as Account Executive(s) Assistant.  This role will focus on assisting Account Executive(s) in servicing a Commercial Lines Book of Business. The Book of Business consists mainly of Construction, Land Development, Home Building, Realty and Manufacturing accounts. The accounts are very active and eligible persons must be able to work in a fast paced environment at the same time pay attention to detail and organizational skills.

Essential Job Functions

1. Preparing and Issuing Certificates of Insurance: including Liability, Auto Leasing , Owned Contractor’s Equipment Mortgagee and Tenant Certificates

2. Must be able to work effectively with TAM and Excel in order to:

 Assist in updating Summaries of Insurance for renewal, issuing proposals and Binders of Insurance.

 Create and Update Price Comparisons

 Create Renewal Reviews including Outstanding Recommendations, Claims Review, and Additional Coverage(s).

 Requesting, Checking and Invoicing Policy Endorsements

 Checking and Invoice Policy Renewal documents.

3. Handling of own abeyances and assisting in Account Executive(s) abeyances.

4. Review of Pre-qualification Documents and issue appropriate Pre-Qualification Letter

5. Ability to review leases in order to issue appropriate tenant Certificate and review and comment on Certificates received by our Clients (Landlords and Contractors) ensuing that they meet contract/lease requirements.

6. Perform other duties, assignments and special projects, as required

Qualifications

 Post-Secondary Diploma/Degree

 RIB(O) licence is required

 2 plus years of experience in similar role is required

 Experience with The Agency Manager (TAM), and/or Compuquote

 2 Year Insurance Program graduate an asset

 Working knowledge of commercial line products, particularly in construction insurance an asset

Skill Sets Required
 Technically proficient in operating systems: Microsoft Word, Excel and PowerPoint

 Accurate data entry skills

 Professional interpersonal, listening and communication skills; both verbal and written

 Excellent organizational and time management skills

 Ability to problem-solve with limited supervision

 A willingness to work cooperatively with internal team members

 Detail-orientation with a focus on prioritization of tasks

 Ability to analyze and make recommendations on appropriate solutions

 Ability to work in a fast-paced and dynamic environment with changing priorities while remaining focused and attentive in the face of new situations and fluctuating workloads

 Self-motivation with ability to work independently and assume accountability for outcomes

How to Apply

Insurance Career Network is a recruitment agency focused exclusively on the insurance industry.  Our relationships, knowledge and experience enable us to connect leading insurers, brokerage, and independent adjusting firms with the most talented candidates for each role.

For consideration send your resume to jan@insurancecareernet.com or contact Jan at 416 703 5120 ext. 202

Job Categories: Assistant. Job Types: Full-Time. Job Tags: Commercial Lines and Growth Opportunity.

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