Full-Time Commercial Client Account Assistant
Job Description
Commercial Client Account Assistant
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 of multiple and diversified small to mid-size commercial 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
Preparing and Issuing Certificates of Insurance: including Liability, Auto Leasing , Owned Contractor’s Equipment Mortgagee and Tenant Certificates
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
? Requesting, Checking and Invoicing Policy Endorsements ? Checking and Invoice Policy Renewal documents.
Handling of own abeyances and assisting in Account Executive(s) abeyances.
Review of Prequalification Documents and issue appropriate Pre-Qualification Letter
Perform other duties, assignments and special projects, as required
Qualifications
Post-Secondary Diploma/Degree
RIB(O) licence is required
Minimum of 3-5 years of commercial lines experience is required
Experience with The Agency Manager (TAM) and Compuquote is preferred
2 Year Insurance Program graduate an asset
Skill Sets Required
Technically proficient in operating systems: Microsoft Office, 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 Personal Attributes
Maintain strict confidentiality
Demonstrate a strong work ethic
Be honest and trustworthy
Be respectful
How to Apply
Contact me for more details: Liz@myinsurancerecruiter.ca 9289) 649-0946 JOB ID# JOS000000154603 total views, 1 today
